Plan your wealth.
Predict your future.
Seamlessly track your net worth, income, expenses, assets, and liabilities in one place.
Free tool forever. No credit card required.
“Through real-time modelling and scenario testing, users are encouraged to align their investment and savings strategies with longer-term plans.”
“Charlie Meaden has taken a big lesson from Berkshire Hathaway, in the business model for his digital-first wealth platform, eccuity.”
“A free user regularly investing $200–$500 each month could save around 50% using eccuity compared to Sharesies or Hatch.”
“Combines the GPT model from OpenAI with vast financial data to help investors to research, plan, manage and trade investments.”
Are you on track? Do you have a plan?
Find out with tools that give you clarity and confidence.
Input
Get all your information in one place.
Visualise
Get an accurate picture of where you are.
Plan
Build a roadmap to the future you want.
Flourish
Execute, monitor, and adapt with confidence.
Features designed to simplify the complex
Intelligent tools to help you plan and make noticeable improvements.
Cash Flow Insights
Find out where your money is going and what you can do to make it go further. Track income, categorise expenses, and identify opportunities to save.
Financial Health Check
Find gaps in your financial planning. Scores across debt-to-equity, cash flow, savings rate, and diversification — rated 0 to 5.
10-Year Net Worth Projections
Simulate your future using conservative (3%), moderate (6%), and optimistic (8%) scenarios based on asset growth and savings.
Goal Tracking & Optimisation
Create milestone objectives and simulate how minor changes can have long-lasting future effects. Set targets, priorities, and contribution amounts.
Asset Allocation & Diversification
Understand the current value and diversification of all your assets — cash, investments, property, KiwiSaver, business interests, and more.
All your finances, in one place
Assets
Liabilities
Why you should be planning
60%
of users are saving or investing more money than before
69%
of users said the tools motivated them to take action
73%
of users achieved a financial goal after using the tools
Source: Sorted.org.nz user survey
Frequently Asked Questions
Start planning your journey
to Financial Freedom
Register for an account for free access
Fill out the tracker information
Start planning your financial future
Optimise your progress towards your goals