Flow Worth

Flow Worth is a tool to valuate and track the performance of your portfolio.

Download

Available as a FREE download in the App Store:

Flow Worth for macOS

Main Features

Flow Worth is a tool to valuate and track the performance of your portfolio.

Flow Worth offers features accessible to those new to investing, as well as sophisticated capabilities for those who are managing multiple investment strategies across multiple accounts.

Your privacy is paramount. Financial data in Flow Worth stays local to your computer. None of it is uploaded to the cloud. No connection to remote providers is involved.

Flow Worth Documentation

Demo of “Delta” Features

Most of this video covers the basic features of Flow Worth.

Near the end is a discussion of the advanced “Forecast” features, formerly available with an in-app purchase, but now free to all users.

Advanced Features include:

Forecast chart with linear regression projection
Forecast inspector with estimates (based on projection)

Demo of “Performance” Features

These features cover the tracking of performance independent of cash flow using the Modified Dietz method.

Import Support

Through the FINporter project in OpenAlloc, Flow Worth supports* the direct import of export files from some brokerages (and services). These presently include:

Service	Type	Notes
Fidelity Investments	Brokerage
Schwab Brokerage Services	Brokerage	New in October 2021
Allocate Smartly	Tactical Allocation Provider

See the FINporter README for more details.

Where direct import of brokerage statements isn’t available, you can import data using delimited (CSV, etc.) tables using the formats specified in AllocData. See its README for more details.

*Support of any service, including those mentioned above, is neither a recommendation nor endorsement. Do your own research to find suitable vehicles to meet your investment objectives, or seek professional guidance.