or any of its wholly-owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC. References to Stifel herein may apply to parent company Stifel Financial Corp. The information on this website is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Stifel Financial has registered 9 trademarks with the most popular class being. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The services offered within this site are available exclusively through our U.S. This site is published in the United States for U.S. Learn from our award-winning market researchĭo you have a question or issue that is not covered here? Check out the related pages below, or please email us at for more help.Review your historical net worth, and all the parts of your balance sheet, as the values change over time.Not only does it allow you to create a budget, and track your actual expenditure to ensure you are meeting your target, but it goes way beyond this. Read the latest news about markets, the economy, and the stocks you're interested in The Wealth Tracker is not your typical budgeting spreadsheet.Stay on top of your daily movers and more on the Home Page, and get more details on the Holdings Page.Learn how to Create Account Groups (like "Retirement" and "Kids") for easy switching on any page.Learn how to select different groups of accounts on each page with the Account Selection Dropdown.Whether you’re in charge of monitoring your investments for your company or you just want to monitor your personal investments, using an investment tracker makes the task easier. Using this is a simple way for you to keep track of the value of your investments over time. Stifel Wealth Tracker was designed to let you seamlessly switch your view between just one account, different groups of accounts, or all your accounts at once. An investment tracking spreadsheet is a very useful tool for any investor. Add Manual Assets and Liabilities (like the value of your home).Each account you add will contribute to your personal balance sheet and give you a more complete view of your financial life. By choosing WorthMap Pro, you will also be able to send us your broker statements and we will import them for you, so to reconcile the transactions and see how well your money has been working for you.Start adding accounts to Wealth Tracker. If you need to record more than items, WorthMap Pro allows you to configure unlimited Assets, Liabilities, Incomes, and Expenses. No credit card is required to start using your new wealth tracking software. All you need to do is sign up for a free account with your name and email. In addition, the analytical tools that visually and clearly showcase performances, trends, and risks allow you to discover opportunities and identify risks efficiently. Start with simulating the return on your investment properties, the value of your stocks, the real time value of your commodities, cryptos and more. The free version of WorthMap allows you to track up to 10 Assets, Liabilities, Incomes and Expenses. WorthMap is the only net worth tracking software in the market that has the capability to track the overall Net-Worth as well as each asset, liability, income, and expense.
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