Private portfolio intelligence
Know exactly
what you’re worth.
Every account, holding, and debt in one live view, with cost basis, gain, and liquidity on each line. No bank logins. No data sharing. Just the truth about your money.
Free while in beta. No credentials asked, ever.
The product
Your entire balance sheet, one quiet screen.
01Private by design
Your numbers never require your passwords.
NestEgg Portfolio is manual-entry on purpose. You type in what you own; it never connects to your bank, never scrapes an account, and never sells a byte. The most sensitive dataset you have stays yours.
stored. Ever.
02The complete picture
Every asset class, one honest number.
Equities, funds, crypto, metals, real estate, vehicles, cash, and the debts against them, unified into a single net worth with liquid versus illiquid framing and daily price refreshes on what the market trades.
one number, fully explained
03Built to act on
Every figure carries its receipts.
Cost basis, unrealized gain, concentration, and period performance, with drill-through from any number to the exact lots behind it. When something moves, you can see why in two clicks.
See where you actually stand.
Add your first account in under a minute, or open the pre-filled demo and look around first.