One connection brings in every account, a daily snapshot turns the total into a line you can watch move, and the house counts as equity rather than a Zillow number.
Checking every position can be priced…
Why this isn’t in your brokerage app
One balance sheet spans checking, cards, loans, brokerage, the 401(k) and the house — so equity and debt land in the same total instead of five apps you reconcile by hand.
If a position couldn’t be priced, the number says so and names it. Every other app quietly counts the gap as zero because the math looks cleaner that way.
Snapshots are written daily from the day you link, so the line exists — rather than a balance that only describes today.
What you get
Link a bank or brokerage once and checking, savings, credit cards, loans, brokerage and your 401(k) all show up together — not five separate setups.
A daily snapshot builds the line, so you can see the last six months instead of a number that only exists today.
Screenshot your brokerage app, upload a PDF statement, drop in a spreadsheet — Finode reads the positions and shows them for you to confirm.
Attach the mortgage to the property and you see the equity — what it’s actually worth to you — not just the Zillow number.
If one position couldn’t be priced, the total says so. Nothing is quietly counted as zero to make the math look clean.
Both partners, one balance sheet, with control over who sees which account.
What’s underneath
The same five rules hold on every screen in Finode — including this one.
A price we couldn’t get marks the total as incomplete. We never round a gap down to make things tidy.
Excluded transfers, retirement accounts, unpriced positions — named right beside the number.
Anything we assumed is labelled as ours, never blended into your figures.
Your statement is parsed for the numbers and discarded — there’s no document vault holding your files.
On every account. And deleting your account genuinely deletes it — connections revoked, uploads removed, no coming back.
Keep going
Diligence reports, fund look-through, options and crypto done properly.
Explore →Bills, lobbying money, congressional trades and FDA dates on your tickers.
Explore →A ledger that matches your statement, and what your debt really costs.
Explore →One connection, or a screenshot of your brokerage app. Everything above starts working the moment you link something.