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Claritus

Providing individuals with an easy-to-use solution to track their wealth

Claritus

Providing individuals with an easy-to-use solution to track their wealth

Claritus is a private wealth management service that allows individuals to visualize all their assets and investments in one place. Each individual has a different investment strategy, different ways to observe their wealth, and different ways to judge success. As such, the Claritus platform is designed to be visual-oriented, simple, flexible, and detailed.

I have bank accounts with three of the biggest banks in one of the most financially developed countries and yet I can't sync with even a single one of those banks. I know I can add manually, but then I may as well use my spreadsheet especially if I find later that I have to pay when manually updating. Americans of course have no such problem as usual.

Regarding the spreadsheet upload option, everyone has a different spreadsheet system so I don't believe for a second that the resulting data would be correct, especially with my multi-sheet spreadsheet.

I'm also surprised to find no option to change the currency which I thought would be as simple as changing a $ to a €, £ or ¥ for example.

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