A calm place to track your net worth. Log in monthly or quarterly, update your balances, see how you're doing. No noise, no daily charts, no trading features. Just clarity.
Track retirement accounts, savings, and investments in one place. Update when you want.
Track holdings in USD, EUR, GBP, CHF, and more. View consolidated totals in your preferred currency.
Separate market gains from contributions. Know exactly what the market gave you vs. what you invested.
Your financial data stays private. No third-party sharing, no ads, no compromise on your security.
Set targets and track progress. Visualize your path to financial goals with projected timelines.
Complete history of every entry. Track performance over any period with detailed analytics.
Your data belongs to you. Export everything to CSV anytime for complete portability.
401k, IRA, brokerage, savings - add each account once.
Log in once a month, enter your current balances. That's it.
Watch your net worth grow over months and years, not days.
We left out the noise on purpose
When a product is free, you are the product. Summit's straightforward pricing means our interests are aligned with yours.
We built Summit because we were tired of "free" apps that sell your financial data. Here's how we're different:
Simple pricing. No hidden fees.
No credit card required for trial
Summit is for long-term investors who want a simple way to see their total net worth. If you check your investments monthly or quarterly, have multiple accounts (401k, IRA, brokerage, savings), and want to see the big picture without noise - Summit is for you.
Summit is not for active traders who need real-time quotes, technical analysis, or trade execution. We don't connect to brokerages, don't track individual stocks, and don't provide trading signals. This is intentional - we're built for calm, long-term wealth tracking.
No. You manually enter your balances, which takes about 5 minutes a month. This means your bank credentials are never shared with anyone. Many users find this monthly ritual helps them stay mindful of their finances.
Most users update monthly or quarterly. There's no need to check daily - that's the whole point. Log in on the first of each month, enter your current balances, and see your progress over time.
Yes. Summit supports 22+ currencies with live exchange rates. Perfect for expats or anyone with international investments. View your total net worth in any currency you choose.
Yes, you get a full 14-day trial with all features. No credit card required. If Summit isn't right for you, simply don't subscribe.
Start tracking your net worth in 5 minutes
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