Patrimony icon
Patrimony icon

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...

Patrimony screenshot 1

Cost / License

  • Freemium (Subscription)
  • Proprietary

Platforms

  • Online
  • Software as a Service (SaaS)
Patrimony screenshot 1
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Features

  1.  Cash Flow Analysis
  2.  Cloud Sync
  3.  Support for multiple currencies
  4.  Import CSV Data
  5.  Dark Mode
  6.  Goal Tracking
  7.  Currency Conversion
  8.  Investment Tracking
  9.  Portfolio Tracking

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Patrimony information

  • Developed by

    IT flagGabriele Denaro

  • Licensing

    Proprietary and Freemium product.

  • Pricing

    Subscription that costs $29 per year + free version with limited functionality.

  • Alternatives

    37 alternatives listed

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  • Supported Languages

    • English
    • Italian
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What is 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.