Unified Asset, Liability & Net Worth Tracking
Consolidate bank checking, savings, investment portfolios, real estate, and liabilities into a single calm net worth timeline.
The Problem with Fragmented Account Dashboards
- Scattered accounts across 5 different bank apps make calculating your actual net worth painful.
- Stale balances and un-updated manual asset values cause wildly inaccurate financial planning.
The Moza Way: Real-Time Net Worth Read Models
- Layer 2 NetWorthTimeline projections update instantly when new transactions land.
- Track liquid cash, illiquid real estate, investment assets, and debts in unified base currency.
Key Capabilities
- Multi-Account Aggregation: Track checking, savings, brokerage, credit cards, mortgages, and manual assets.
- Historical Net Worth Chart: Visualize your wealth growth over time with monthly snapshots and asset class breakdowns.
Frequently Asked Questions
Can I add manual assets like real estate or crypto?
Yes. Moza supports both manual asset accounts with custom valuation updates and linked accounts.
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