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.
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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.