Your family office — every account and asset in one live net-worth view, valued from real sources, not guesses.
Your family office in one view — a real, current net-worth picture across every account and asset you own, valued from genuine upstream sources rather than guesses. Cash, investments, crypto, real estate, vehicles, private businesses, and liabilities, totalled and kept live.
What's included
Link bank and brokerage accounts via Plaid for live cash and investment balances
Track non-financial assets — real estate (Rentcast comps), vehicles, crypto, collectibles — each kept current automatically
Private businesses you own value straight from their actual Turtini Accounting books
Live market-tick re-pricing during trading hours; a confidence flag marks any low-quality estimate
Household tab pools assets across a Shared Space; Scenarios model what-ifs against your real numbers
About this module
Wealth lives at /me/wealth and gives you a balance-sheet view of everything you own, not a "categorize your coffee" budgeting tool. Each asset is valued by a real source: bank and brokerage balances flow in through Plaid, real estate is priced from Rentcast comps on the address, vehicles get a KBB-style valuation by year and mileage, crypto is priced from CoinGecko off your public wallet address, and a private business you run on Turtini values straight from its own Accounting books. Liabilities — cards, loans, mortgages — net against it all.
The number stays honest and current. Investment and crypto positions re-price on a live market tick during trading hours and roughly hourly otherwise, and a confidence flag marks any value that is only a rough estimate so you never mistake a stub for an appraisal. Open any asset for its full valuation history, the provenance of each figure, and a manual override when you trust your own number more than the model.
It works across your whole household and into the future. The Household tab pools assets across a Shared Space so two spouses can both maintain the family books without duplicate accounts, and the Scenarios tab lets you model what-ifs — selling an asset, paying down debt, a market move — against your actual figures. Wealth deliberately does not mix personal and org net worth, and it never moves money: it reads positions, it does not trade. Everything stays in your Personal context, private to you.
What you can do with it
See one live net-worth number across cash, investments, crypto, real estate, vehicles, and businesses
Link a brokerage through Plaid and watch holdings price against the market through the day
Add your home by address and let Rentcast keep it valued, or override with your own figure
Pool the household's assets so both partners maintain one set of family books
Model selling an asset or paying down debt in Scenarios before you act
Get this module
Free for all Turtini organizations.
Who it's for
- Anyone who wants one honest net-worth figure across everything they own
- Households who want shared, always-current family books without duplicate apps
- Owners of private businesses who want their company's book value folded into personal net worth
Details
- Category
- Finance
- Pricing
- Free
- Built by
- Badge
- New