OwnWorth
OwnWorth: your household's whole wealth in one honest number. Any currency, partner read-only access, no bank connections. UK, US and Dubai tax-aware.
OwnWorth: your household's whole wealth in one honest number. Any currency, partner read-only access, no bank connections. UK, US and Dubai tax-aware.
This page is designed to help you find out whether OwnWorth is good and if it is the right choice for you.
OwnWorth tracks a household’s whole wealth in one honest balance sheet. It is built household-first: partners, children, joint accounts, companies and trusts, with unequal ownership handled properly — a house split 60/40 counts each person’s share, and everything adds back to the household total. Investments and pensions are tracked by units at live prices, mortgages amortise automatically, and UK users get Section 104 capital-gains pooling and inheritance-tax awareness (including the April 2027 pension change). Partners and financial advisers can sign in with their own read-only access. There are deliberately no bank connections: nothing to breach, and it works with any institution in any currency. Data imports from CSV or a broker statement PDF parsed entirely in the browser, and exports in one click. Opens with a full example household to explore before signing up. £5.99/month with a free trial.
Listed in
Household structure
Partners, children, joint accounts, companies and trusts; unequal ownership (a house split 60/40) adds back to the household total
No bank connections
Manual by design: no credentials held, nothing to breach, works with any institution in any currency
Live investment prices
ETFs, shares, crypto and unit-tracked pensions repriced automatically
UK tax detail
Section 104 capital-gains pooling, inheritance tax including the April 2027 pension change, State Pension
Multi-currency
Every asset keeps its own currency, converted into one household total
Read-only sharing
A partner or financial adviser signs in with their own email, sees everything, changes nothing
Statement PDF import
Upload a broker statement PDF, parsed entirely in the browser, preview before anything saves
Explainable numbers
Every figure shows how it was computed, step by step
It treats the household, not the individual, as the unit of wealth. A house owned 60/40 between partners counts each person’s share and adds back to the family total; children’s accounts, companies and trusts sit alongside ISAs and pensions. And it deliberately has no bank connections: you type values in (or import a broker statement PDF, parsed entirely in your browser), so there are no credentials to breach and it works with any institution in any currency.
Choose OwnWorth if your complexity is in the household rather than the asset list: shared property in unequal splits, a partner who wants their own read-only sign-in, private company stakes, UK wrappers tracked properly (Section 104 capital-gains pooling, pensions by units at live prices, inheritance-tax awareness including the April 2027 pension change). If you mainly want automatic transaction syncing and spending categories, a budgeting app will suit you better — OwnWorth is a ten-minute monthly ritual, not a feed.
Households whose money stopped fitting in a budgeting app: couples with a jointly owned home and separate investments, families with two or three old workplace pensions, people with a private company or buy-to-let alongside their ISAs. Mostly UK, with US and Dubai tax logic for internationally mobile families.
It started as a founder tracking his own family’s wealth — two people, a house owned in unequal shares, pensions scattered across old jobs, a spreadsheet nobody enjoyed maintaining. It grew into a full product, built in the UK, and now also powers a white-label version being evaluated by a wealth management firm for their clients.
We have collected here some useful links to help you find out if OwnWorth is good.
Check the traffic stats of OwnWorth on SimilarWeb. The key metrics to look for are: monthly visits, average visit duration, pages per visit, and traffic by country. Moreoever, check the traffic sources. For example "Direct" traffic is a good sign.
Check the "Domain Rating" of OwnWorth on Ahrefs. The domain rating is a measure of the strength of a website's backlink profile on a scale from 0 to 100. It shows the strength of OwnWorth's backlink profile compared to the other websites. In most cases a domain rating of 60+ is considered good and 70+ is considered very good.
Check the "Domain Authority" of OwnWorth on MOZ. A website's domain authority (DA) is a search engine ranking score that predicts how well a website will rank on search engine result pages (SERPs). It is based on a 100-point logarithmic scale, with higher scores corresponding to a greater likelihood of ranking. This is another useful metric to check if a website is good.
The latest comments about OwnWorth on Reddit. This can help you find out how popualr the product is and what people think about it.
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Is OwnWorth good? This is an informative page that will help you find out. Moreover, you can review and discuss OwnWorth here. The primary details have been verified within the last quarter. So they could be considered up to date. If you think we are missing something, please use the means on this page to comment or suggest changes. All reviews and comments are highly encouranged and appreciated as they help everyone in the community to make an informed choice. Please always be kind and objective when evaluating a product and sharing your opinion.
