Your Complete
Financial Picture.
Net worth tracking, smart budgeting, investment overview, and real-time insights, all in one confident dashboard.
Total Net Worth
vs. last year
Everything your money needs, in one place.
Six financial tools that work together to keep you on top of every dollar.
Budget Planner
Set monthly budgets by category and watch your spending stay in line.
Net Worth Tracker
Track all assets and liabilities in real time across every account.
Investment Portfolio
See all your brokerage, 401k, and crypto accounts in one clean view.
Bill Pay & Automation
Never miss a payment. Automate recurring bills and savings transfers.
Financial Health Score
A weekly score that tells you exactly where you stand financially.
Tax Optimizer
Maximize your deductions and prepare year-round, not just in April.
Your wealth, on autopilot.
Watch your net worth climb month after month, automatically tracked, always up to date.
Net Worth
$124,850
Insights that tell you where every dollar goes and where it should go.
LifeX Financial doesn't just show you data. It interprets it. You'll get weekly plain-English summaries of your finances, with specific, actionable recommendations to optimize your money.
Take control of your financial life.
Free to start. Connect your accounts in seconds.