Documentation, not a security ranking
Compare 3 manual trackers: MyMoneyViz, Netaro, Worth it. The profiles answer 14 sourced questions about storage, accounts, bank connections, online services, and recovery. The list is alphabetical, not a ranking.
Source-review dates:
MyMoneyViz uses an account and stores entered financial data on servers. Manual holdings avoid bank connections, but they do not keep the portfolio only on your device. Its privacy policy describes server encryption and a separate third-party AI screenshot feature.
Reviewed · 5 sourced questions
Netaro supports local use without an account and stores portfolio records in SQLite on your device. Creating an account adds server-backed portfolio backup and sync. Its policy says cloud backups use provider-managed keys and are not end-to-end encrypted.
Reviewed · 5 sourced questions
Worth it describes manual asset and debt totals with monthly history and no bank linking. Its privacy policy says requested information stays on your device, while also listing third-party analytics and diagnostic services. The reviewed pages leave account and recovery details unresolved.
Reviewed · 4 sourced questions
We build Exitmargin. These profiles summarize provider documentation, not hands-on tests or an independent security audit. They contain no paid placements or affiliate links. A missing detail is an unknown, not proof that a feature is absent. Source-review dates describe when we checked the pages, not when the provider changed its service.
Compare the broader set of 18 finance tools, or read Exitmargin’s own storage and backup limits. Keep spreadsheets as an option: the net worth worksheet is a separate record you control.
The 3 profiles cover MyMoneyViz, Netaro, Worth it. They are listed alphabetically, not ranked by security or quality.
Each public profile needs a description over 120 characters, at least three distinct sourced facts, and a source-review date. Profiles that fail this gate are not listed.
Manual entry does not determine storage. MyMoneyViz uses an account and stores entered financial data on servers. Manual holdings avoid bank connections, but they do not keep the portfolio only on your device. Its privacy policy describes server encryption and a separate third-party AI screenshot feature. Netaro supports local use without an account and stores portfolio records in SQLite on your device. Creating an account adds server-backed portfolio backup and sync. Its policy says cloud backups use provider-managed keys and are not end-to-end encrypted. Worth it describes manual asset and debt totals with monthly history and no bank linking. Its privacy policy says requested information stays on your device, while also listing third-party analytics and diagnostic services. The reviewed pages leave account and recovery details unresolved.
Read the provider’s current terms for your platform and settings. Try synthetic figures first. Check how to export and recover records before using any tool for your only copy.