Features
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Understand money

See your investments in the full picture.

Connect investment accounts and review balances and current positions alongside the rest of your finances.

Provider-reported snapshots
Included once in net worth
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Your institution stays in charge

Useful investment context, without pretending to be a brokerage.

ClearCash gives investment accounts a place in your day-to-day financial picture while your provider remains the source of truth for every holding and value.

See the reported balance

Your institution's account balance appears beside your cash, credit, loans, and other accounts.

One account total

Understand current positions

Review the holdings, allocation, and available cost-basis or gain/loss information in the latest snapshot.

Supporting detail

Keep the source clear

Your institution remains the source of truth. ClearCash displays the information it reports—it never trades or moves money.

Provider-reported data
Questions, answered

Details that matter.

Can I buy or sell investments in ClearCash?

No. ClearCash is a personal-finance tracker, not a brokerage. It shows the information your institution reports but cannot place trades, move money, or change holdings.

Why do I see an account before its positions?

An institution can take a few hours to deliver its first holdings snapshot after you connect. The account can appear first; open it and use Check Again to reload the latest available investment data.

Why might my account balance differ from my listed positions?

An account can include cash, pending activity, timing differences, or positions that were not included in the latest snapshot. ClearCash shows both values as reported instead of forcing them to match.

Can I manually add investments or record trades?

Not in this release. ClearCash tracks connected investment-account snapshots; manual positions, trade recording, and manual pricing are not available.

Your investments belong in your financial picture.

Connect the accounts you already have and understand their place beside cash, debt, property, and everything else you track.

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