ClarusFi: Net Worth Tracker

ClarusFi is a private net worth and portfolio tracker for people managing accounts, investments, property, insurance, and debt across institutions and currencies. Build one reviewable picture of your wealth, understand cash flow, and see what changed using records you confirm. BUILD A COMPLETE WEALTH PICTURE • Track cash, brokerage and retirement accounts, crypto, real estate, insurance, mortgages, loans, and credit-card balances • See net worth, portfolio allocation, cash flow, liabilities, and currency exposure in one place • Add records manually or import CSV files, pasted text, statements, and on-device screenshot text UNDERSTAND WHAT CHANGED • Review weekly changes with sources and evidence beside the numbers • Ask for explanations grounded in the records you choose to use • Explore position timelines, dividends, interest, planned cash flow, and FIRE assumptions STAY IN CONTROL • Preview imports and AI-created drafts before anything changes • Keep core wealth records on device • Create manual backups in your private iCloud database and export a portable .wealthbundle • Use separate controls for remote AI, analytics, and optional feedback contributions ClarusFi is for record keeping, education, and self-directed review. It does not provide investment, tax, legal, or accounting advice. It does not place trades, move money, provide target prices, recommend rebalancing, or silently change your records. Market prices are entered or imported and may be delayed or incomplete. Some features require ClarusFi Core or AI. AI includes Core; the plans do not stack. Payment is charged to your Apple ID. Subscriptions renew automatically unless canceled at least 24 hours before the end of the current period. Manage or cancel subscriptions in App Store settings. Privacy Policy: https://clarusfi.puretoolkit.com/privacy/ Terms of Use: https://clarusfi.puretoolkit.com/terms/