Private wealth tracking
Know what you own across banks, brokers, and borders.
Plutonya brings accounts, holdings, cash movements, goals, and projections into one calm dashboard for people who track wealth deliberately.
Banks, brokers, wallets
USD, EUR, AED and more
Goals, DCA, compounding
Plutonya
Wealth dashboard
Net worth
$428,400
+$24.8k
Invested
$301,200
+8.4%
Cash
$127,200
6 wallets
Projected net worth
$1.42M by age 45
30Y
IBKR Main
Brokerage
$244,800
WorldTrader
Brokerage
$56,400
Private Bank
Cash + deposits
$127,200
Feature set
Built around the details that usually get lost.
Accounts that match real life
Track brokerages, banks, cash wallets, deposits, multi-currency balances, and holdings from any institution without forcing everything into one generic account.
Cash flows, not guesswork
Deposits, withdrawals, transfers, and manual adjustments explain why net worth changed, without confusing life movement with investment performance.
Net worth movement
Snapshots turn account updates into a clean historical view, with cash flow and performance separated so the story stays honest.
Goals by metric
Create targets for net worth, invested value, or cash. Compare them against current progress and long-range projections.
Projection planning
Model recurring investment plans, compound them forward, and see what they could unlock against your goals by year and by age.
Works with any bank or broker
Add accounts from any institution today, whether or not an integration exists. The data model is ready for broker and bank connections when you decide to plug them in.
Contribution outcomes
Turn planned contributions into future outcomes.
Model planned investments, current holdings, and goal targets together so you can see whether your current path gets you there, how far it gets, and what changes the trajectory.
Planning engine
See what your investment plans can actually accomplish.
Add plans like investing $5k monthly into VTI, then project how much you could reach, which goals that future value could cover, and the age where each milestone becomes realistic.
$620K
Home reserve fully covered
$1.05M
68% of FI goal
$1.42M
Retirement path on track