See every dollar coming in, including the ones your portfolio pays you.
Sivworks rolls brokerage and retirement accounts into your monthly cash flow, so dividends land next to your paycheck.
Supporting hundreds of the largest banks and brokerages
Built for growth
Built for investors who are building income
Cash flow for every account — not just the ones you spend from
Most apps track your checking account and treat your brokerage as a balance to glance at. Sivworks calculates monthly cash flow per account and rolls it into one total, so the money your investments generate shows up in the same view as your paycheck and your spending.
See what's actually generating your income
Cash, brokerage, retirement, real estate — Sivworks breaks your net worth down by asset class across every account, so you can spot concentration, check your allocation, and know which assets are pulling their weight.
Keep business and personal finances separate — without separate apps
Organize every account by entity: your household, an LLC, a rental property, or a shared account with a partner. Each one gets its own net worth and cash flow, and they roll up into a single picture when you want the full view.
