Moflow

Moflow is a net worth tracker: all your assets in one place. What you own and what you owe, across 38 currencies, add up to one net worth. Each month, a snapshot records your balances and builds your history.

With Moflow+, Moflow also connects your brokerage accounts and prices your holdings where supported, updates them once a day, and records your net worth every day, even when the app is closed.

Connect Moflow to Claude and ask in plain words: “What's my net worth right now?” or “How has my net worth changed over the last six months?” Claude can read your net worth and what it's made of; your accounts and balances, in their own currency and in yours; your holdings with their prices, cost and lots; and your transfers, goals, target mix, income, monthly burn, snapshots and trends.

Tell Claude what changed and it updates Moflow for you: it sets a balance, adds or edits an account, records a holding you bought or sold, or a transfer between your accounts, sets your goals, target mix, income and burn, and closes the month with a snapshot. If a change breaks a rule, nothing is saved.

Moflow only reads from your brokerage accounts. It never trades, never places orders and never moves money at a bank or broker; its tools change your data in Moflow only. Moflow gives no investment advice.

Moflow's copy of your data is encrypted in transit and at rest, and used to serve you. The connector works on a Moflow+ plan.