Connect All Your Accounts

Link your brokerage accounts, bank accounts, and crypto wallets in seconds. Get a unified view of your entire financial life.

NOVOX Connect Brokerage

Brokerage Accounts

Connect to major brokerages like Interactive Brokers, Charles Schwab, TD Ameritrade, and more. See all your investments in one dashboard.

Bank Accounts

Link your checking, savings, and credit card accounts for a complete view of your cash flow and spending patterns.

Global Coverage

Support for international brokerages and banks across the US, Europe, Middle East, and Asia-Pacific regions.

Three Steps to Clarity

01

Connect

Securely link your financial accounts using read-only API connections.

02

Sync

Your data syncs automatically in real-time across all your devices.

03

Track

Get instant insights into your net worth, performance, and allocations.

Connect financial accounts and track assets in one place

NOVOX is built for people who want an app to track all assets in one place without maintaining fragile spreadsheets. By connecting your accounts and organizing manual assets in one flow, the platform gives you a single source of truth for day-to-day financial visibility and long-term planning.

From disconnected accounts to one dashboard

Most users keep part of their financial life in banking apps, another part in broker dashboards, and the rest in notes or spreadsheets. NOVOX removes that fragmentation by helping you connect financial accounts and keep everything in one personal finance dashboard app. This unified structure makes net worth tracking faster, cleaner, and easier to trust.

Track assets in one place, including manual entries

Not every asset can be connected automatically, especially when users hold private or real-world investments. NOVOX supports both linked accounts and manual assets so you can track investments and savings app-wide with complete context. This helps you avoid blind spots when reviewing allocation, liquidity, or risk concentration.

Better decision making than spreadsheet workflows

A spreadsheet can work for simple portfolios, but it quickly becomes hard to maintain as your finances grow. NOVOX reduces manual updates and gives you a more stable process for reviewing balances, holdings, and trend changes. For users comparing options, this is a practical alternative to a portfolio tracker without spreadsheets.

Built for everyday clarity and long-term control

Whether you are building your first portfolio or managing multiple account types, NOVOX helps you manage finances in one app. You can review your financial position frequently, identify changes quickly, and keep decisions tied to your total net worth instead of isolated balances.

Read: How to track net worth across multiple accountsRead: Build a financial dashboard workflowBack to NOVOX homepageRead: Track real estate investmentsRead: Portfolio tracker guide

Your Wealth.

Unified. Simplified. Amplified.

Download the NOVOX finance app to track your net worth, manage your portfolio, and stay on top of investments from one secure workspace on iOS and Android.

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Rated 4.5 in app stores