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Investments · Net worth

What are you really worth?

Tally totals your property, portfolios and cash into one number, then separates what you added from what the market earned. Real accounting, in a Google Sheet you own.

NET WORTH · ALL ACCOUNTS LIVE
$612,480 trending_up+$38,930 this year
Real estate $720,000 Portfolios $186,930 Cash $24,500 less mortgage −$318,950
trending_up $38,930 of your $186,930 in portfolios is market gain, money you never deposited. Tally keeps that apart from what you added.
Track your net worth arrow_forward See the split south_east

Your whole financial life, read in one place.

SIX VIEWS · ONE LEDGER
account_balance_wallet01
Net worth at a glance
Properties, portfolios and cash in one honest number.
trending_up02
Contributions vs gain
What you put in, kept apart from what markets earned.
donut_small03
Where your money is
Allocation by asset class, at a single glance.
shield04
Registered vs taxable
TFSA and RRSP sheltered; non-registered taxed right.
toll05
Fee drag
What your advisor really costs, every single year.
swap_vert06
Cash flow this year
Money added and withdrawn, kept apart from gains.
02 · contributions vs market gain

Money you added, and money the market made. Never blended.

Other trackers show one big number and call it growth. Tally splits every portfolio into your contributions (what you deposited) and market gain (what it earned), so you always know which is which.

PORTFOLIOS · MARKET VALUE
$186,930
trending_up+26.3% all time
CONTRIBUTIONS
GAIN
YOU CONTRIBUTED
$148,000
Deposits, at cost. The capital you put in.
MARKET GAIN
+$38,930
What the market earned on top, unrealized.
infoA rally lifts gain, not contributions. A deposit lifts contributions, not gain. You never mistake a top-up for performance again.
03 · registered vs taxable

One portfolio. Two tax lives.

It matters where a holding lives: a TFSA or RRSP grows tax-sheltered, while a non-registered account is taxed on realized gains. Tally treats each correctly. Switch to compare.

REGISTERED · TFSA

Tax-sheltered account

A TFSA or RRSP. Growth compounds with no tax on gains, and Tally tracks your remaining contribution room.

Tax treatmentSheltered
On growthNo tax on growth
Tally tracksContribution room
receipt_longLedger entryAUTO
TFSA · VEQT+$1,240
GROWTH THIS QUARTER · SHELTERED
Estimated tax$0.00
infoGains inside a TFSA are never taxed. Tally still logs the growth so your net worth stays exact.
04 · asset allocation

Where your money actually is.

Tally reads across every account and rolls your holdings up by asset class, so concentration and gaps are obvious, no spreadsheet gymnastics.

checkEvery account, one rolled-up view
checkClass weights update as prices move
checkSpot over-concentration early
ALLOCATION · $186,9305 CLASSES
Canadian equity34%
US equity26%
Fixed income18%
Cash14%
Crypto8%
05 · fee drag

See what your advisor really costs.

Tally turns your management fee from an invisible percentage into a real yearly dollar amount, and shows what a low-cost alternative would keep in your pocket.

checkMER expressed as annual dollars
checkCompared against a 0.20% index fund
checkThe gap, compounded, is yours to keep
ANNUAL FEE · ON $186,9301.40% MER
Your advisor · 1.40%−$2,617
Index fund · 0.20%−$374
You could keep, per year$2,243
06 · net worth over time & cash flow

Watch it grow, and know exactly why.

Your net worth over the last year, alongside the cash you moved. The line can rise because you added money or because the market did, and Tally keeps those two forces clearly apart.

NET WORTH · LAST 12 MONTHStrending_up+$53,730
$612,480
AUG 2025JUL 2026
CASH FLOW · THIS YEAR
south_westMoney added+$18,000
north_eastWithdrawals−$3,200
Net added+$14,800
lightbulbSeparate from your +$38,930 market gain. Adding money is not the same as earning it.
One ledger, four worlds. SWITCH ANYTIME
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account_balance_wallet

Put a real number on everything you own.

Free to start · runs on your Google account · your data never leaves your Drive.

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