Live market data

The operating system for wealth

Track everything you own, owe, and are owed. Get AI-powered valuations. Chat with your personal wealth assistant. See your complete financial picture.

Join waiting list

Bank-level security

Works globally

Sync to 17,000+ institutions

Complete asset tracking

Photos, purchase details, quantities, ownership, and more

Real-time valuations

Market data for financial assets, AI analysis for collectibles

Smart organization

Lists, collections, portfolios with bulk actions and filtering

Manhattan Penthouse

$8,500,000 • Upper East Side

+5.2% YTD

Stark Industries Investment

$125,000 • 25% ownership

+45.3% YTD

1955 Gibson Les Paul Gold Top

$65,000 • Excellent condition

+12.3% YTD

Macallan 40 Year Old Whisky

$20,000 • Speyside - Highlands, Scotland

+8.7% YTD

Apple Inc. (AAPL)

$185.50 • 100 shares

+24.1% YTD

2020 Toyota Camry

$18,500 • 45,000 miles

-8.2% YTD

AI Assistant

Chat naturally about your assets and get instant actions. Your personal wealth assistant knows your portfolio.

Natural conversations

Ask "What's my best performing asset?" or "Show me everything I bought in 2023"

Automated actions

Say "Add this to my watch collection" or "Get a valuation" and AI handles it

Smart insights

Get market analysis, performance trends, and investment recommendations

You

What's my total net worth?

Your total net worth is $10,135,000. Top assets: Manhattan Penthouse ($8.5M), Blue Diamond ($1.25M). Portfolio is up 18.4% YTD.

You

Why did my Macallan 40 price drop?

Your Macallan 40 dropped 15% to $8,500. The luxury whiskey market has slowed over the past 2 years - auction prices are down 20% industry-wide. However, rare Macallan bottles like yours typically recover. I'd recommend holding unless you need liquidity.

You

"Create an insurance document for my personal property"

I've analyzed your portfolio for personal property coverage. Excluding vehicles and real estate (separate policies), here's what needs coverage:

✅ Musical Instruments ($65K) - Scheduled coverage recommended

✅ Collectibles & Art ($20K) - Valuable items policy

✅ Jewelry & Watches ($15K) - Appraisal required

✅ Electronics ($8K) - Standard coverage limit

⚠️ Investment Certificates ($18K) - Missing documentation

Coverage Recommendation: $150K personal property limit with $25K scheduled items. Consider umbrella policy for total protection.

Insurance Report.pdf

Generated • 2.3 MB

AI Document Generation

Ask AI to create custom reports, insurance documents, tax summaries, and portfolio analysis. Professional-quality documents in seconds.

Insurance reports

Complete coverage recommendations with itemized valuations

Tax documentation

Organized records with income, expenses, and capital gains

Portfolio reports

Performance analysis, allocation summaries, and insights

Sync your financial accounts

Connect accounts from 17,000+ institutions across 50+ countries. Automatic balance updates and transaction sync for complete portfolio visibility.

Banks & credit unions

Checking, savings, CDs, and money market accounts

Investment & brokerage accounts

Stocks, bonds, mutual funds, and retirement accounts

Crypto platforms & exchanges

Bitcoin, Ethereum, and other digital assets

Read-only access

Bank-level encryption, no ability to move funds

Chase Checking

**** 4532

$45,280

Synced

Fidelity Investments

**** 7821

$285,450

Synced

Coinbase Exchange

**** 9103

$52,180

Synced

Secure & Read-only

Bank-level encryption protects your data. We can only view balances and transactions - never move money.

Real Estate+5.2%•S&P 500+18.4%•Gold+12.1%•Rare Watches+22.8%•Classic Cars-3.2%•Wine+8.7%•Art+15.3%•Crypto+85.2%•

Powerful features

Everything you need to manage your wealth intelligently.

Real-time Valuations

Market data and AI analysis updated continuously

Portfolio Value

Live

$10,135,000

↑ $285,000•+2.9% today

Calendar & Event Timeline

Track income, expenses, and financial events on an interactive calendar. View upcoming loan payments, rent income, dividends, and manage asset-related tasks

Rental Income Received

+$3,200 • Manhattan Penthouse

Dec 15, 2024

AI Appraisal Updated

Macallan 40 Year Old Whisky

Dec 8, 2024

Task: Renew Insurance Policy

Manhattan Penthouse

Due Dec 20, 2024

Performance Analytics

Professional-grade metrics and insights

18.4%

Annualized Return

$285K

Income Generated

+5.2%

Month to Date

+18.4%

Year to Date

$1.2M

Current Exposure

127%

Total Return

Smart Import

Upload documents, AI extracts all the details

📄 Upload CSV, PDF, or images

AI automatically extracts item details

47 items imported

From portfolio spreadsheet

Savings Management

Track deposits, withdrawals, and account growth

High-Yield Savings

4.5% APY

$125,000

+$2,250 interest

Emergency Fund

2.1% APY

$50,000

+$1,050 interest

Receivables Tracking

Track money owed to you and payment schedules

Security Deposit

Return due Mar 2025

$2,500

Personal Loan

Friend - 5% interest

$5,000

Due Jun 2025

Liability Tracking

Monitor debts, payments, and payoff progress

Mortgage

3.25% APR

-$485,000

$2,850/month

Car Loan

5.9% APR

-$18,500

$425/month

Rent Payment

Downtown Apartment

-$2,400

Monthly

Gardener Service

Weekly lawn maintenance

-$320

Monthly

Pool Service

Bi-weekly cleaning

-$180

Monthly

Multi-Currency

Track assets in any currency with real-time conversion

€

Paris Apartment

€450,000

$481,500

1.07 USD/EUR

London Stocks (FTSE)

£125,000

$160,000

1.28 USD/GBP

Tokyo Condo

¥85,000,000

$569,500

149.25 USD/JPY

₪

Tel Aviv Property

₪1,800,000

$486,500

3.70 USD/ILS

Share & Collaborate

Advanced sharing with granular permissions and co-ownership tracking

Account Sharing

Full portfolio access for family

Admin/Editor

Entity Sharing

Share specific items or lists only

Granular

Public Links

Share via secure link, no account needed

Read-only

50%

Co-ownership

Track joint investments & counterparties

Mirror

Start tracking in minutes

Simple setup, powerful results. Here's how it works:

Add your holdings

Upload photos, import CSV/PDF files, describe items to the AI, or add them manually. Track assets, liabilities, savings, and receivables in one place.

Track & manage

Log events, track income and expenses, schedule & manage tasks, get AI valuations, and monitor real-time market data for financial assets.

Optimize wealth

View professional performance metrics, chat with AI for insights, and make informed decisions about your entire portfolio.

Your wealth deserves better tracking

Join thousands using ValueSky to manage their assets intelligently. Free to start.

Join waiting list Sign in