Your entire net worth.
One dark dashboard.

Live multi-asset tracking

Crypto, stablecoins, equities, bonds, metals, real estate, businesses, collectibles, derivatives — all in one place, priced in real time.

Multi-jurisdiction tax engine

Model tax exposure across 80+ countries. Compare residency scenarios, capital gains regimes, and cross-border income treatment.

Snapshots & history

Hourly net-worth snapshots with 24h, 7d, 1m, and 1y views. See exactly when, how, and why your wealth moved.

Exchange & broker integrations

Binance, Coinbase, Kraken, OKX, Bybit, MEXC, WOO X, Trading 212, DEGIRO. Holdings sync automatically.

Sovereignty index

Visualize the geographic exposure of your wealth on a world map. Identify single-country risk before it bites.

Income vs expense P&L

Track passive income from holdings (XINC) separately from salary, consulting, and other external income. Project monthly P&L.

AI chat over your data

Ask Claude questions about your portfolio. Get answers grounded in your actual holdings, not generic market commentary.

Built private

Your data is yours. Encrypted at rest, never sold, never used to train models. You can export or delete everything anytime.

Sign up & import

Create an account in under a minute. Connect your exchanges and brokers, or enter holdings manually. Both work equally well.

Watch it work

Prices refresh in the background. Snapshots capture your net worth hourly. The tax engine runs whenever your portfolio changes.

Plan & decide

Run residency simulations, compare jurisdictions, project P&L, ask the AI questions about your data. Make informed moves.

Get a feel for the dashboard.

• ✓Up to 10 holdings
• ✓Manual entry
• ✓Basic charts
• ✓7-day snapshot history
• ✓1 currency
• ✓Demo mode

Built for real HNW portfolios.

• ✓Unlimited holdings
• ✓All exchange & broker integrations
• ✓Multi-jurisdiction tax engine (80+ countries)
• ✓Sovereignty index & simulations
• ✓AI chat over your portfolio
• ✓Full snapshot history
• ✓Priority support

Who is Sovereign HNI for?

Sovereign HNI is built for high net worth individuals who hold wealth across multiple asset classes (crypto, equities, real estate, businesses) and often across multiple jurisdictions. If your net worth lives in more than one spreadsheet, this is for you.

Is there a free tier?

Yes. The Free tier lets you track up to 10 holdings manually, see basic charts, and keep 7 days of net-worth history. Upgrade to Pro for unlimited holdings, exchange integrations, the multi-jurisdiction tax engine, AI chat, and full historical snapshots.

How does Sovereign HNI get my prices?

Crypto prices come from CoinGecko. Stock and ETF prices come from yfinance. Real estate, private businesses, and collectibles are entered manually with optional appreciation rates. Prices refresh every 5 minutes for crypto and every 15 minutes for equities during market hours.

Which exchanges and brokers do you integrate with?

Binance, Coinbase, Kraken, OKX, Bybit, MEXC, and WOO X for crypto. Trading 212 and DEGIRO for traditional brokerage. Connections are read-only — Sovereign HNI never has the ability to move your funds.

How does the tax engine work?

The tax engine models your portfolio against the rules of 80+ countries: capital gains regimes, dividend treatment, crypto-specific rules, foreign income rules, and residency thresholds. You can run side-by-side comparisons of two or more jurisdictions to see how the same portfolio would be taxed differently.

Is my financial data safe?

Your data lives in an encrypted Postgres database hosted on Supabase. Connections use HTTPS with HSTS. We never sell your data, never share it with third parties, and never use it to train AI models. You can export your full dataset to JSON or delete your account at any time.

Do I have to connect my exchanges?

No. Every feature works with manual entry. Exchange integrations are a convenience, not a requirement. Many users prefer manual entry for sensitive accounts and integrations for high-velocity trading wallets.

Can I try it without signing up?

Yes. There is a read-only demo mode preloaded with realistic sample data. Click 'Try the demo' on the sign-in page to explore the full dashboard without creating an account.

What's on the roadmap?

Telegram bot for daily digests and natural-language portfolio queries, deeper tax simulations including relocation modeling, document vault for financial paperwork, and self-work tracking for the non-financial side of the sovereignty equation.