Patrimony

Patrimony is a personal net worth tracker built around a monthly logging habit rather than daily market-watching. Each month you enter the current value of your accounts — liquidity, investments, retirement — and Patrimony turns that into a clear picture over time: a net worth chart, month-over-month change, a currency-aware dashboard, and year-over-year comparisons.

It supports multiple currencies per account with automatic conversion to your display currency, a benchmark comparison against a reference index, a Goal Calculator to track progress toward a target net worth, and an optional section for physical assets (like a paid-off home or car) kept separate from your financial net worth.

Data entry is deliberately simple: one number per account, once a month. No linked bank accounts, no automatic transaction imports, no daily price-checking — the app is built to reinforce a calm, monthly-review habit instead of anxious daily tracking. Available on web and installable as a PWA on desktop and mobile.