Know what your portfolio is actually doing.
Nextworth maps every holding by weight and momentum, grades your portfolio out of 100, and names the market you are in right now — across every brokerage you hold, in one view.
Every brokerage you hold, in one book.
Connect through SnapTrade to 35+ institutions. A stock you own in two places becomes one position, not two.
Three steps. Then it runs itself.
Add holdings, or link a brokerage
Type them in and they price live, or connect every account you hold through SnapTrade. Both work. Neither needs a card.
Your book becomes a map
Every position is plotted by weight and momentum, graded out of 100, and clustered by what actually drives it.
Read the market, not the noise
The Regime Model names the market you are in. The Captain answers the rest, in plain English.
Your whole book, in one screen.
Health grade, total P/L, the market's regime and every holding — without scrolling, without a spreadsheet, without doing any arithmetic yourself.
What is the Pulse Map? Your portfolio, alive.
Distance from centre is weight. Motion is momentum. Winners pull in and brighten, losers drift out and dim.
Am I actually up? Your cost basis, on the chart.
Drag across any day to read its open, high, low and close. Your basis is drawn straight through the price history.
Ten holdings? Probably four real bets.
X-Ray groups your holdings by what actually drives them, so hidden concentration surfaces before it costs you.
Should I hold this? Just ask.
Type any ticker and The Captain reads the live numbers back to you in plain English — day range, volume, market cap — then tells you how it sees the setup. Someone to think out loud with, at any hour, without a browser full of research tabs.
An AI opinion · not financial advice
And then what? A week out, and a year out.
It shows its working in plain English instead of hiding behind a score, with a near-term and a longer-term read on the same chart. Telling you how it reads things — never what to do.
An AI opinion · not financial advice
Where your money actually sits.
Tiles sized by allocation, coloured by the month's move. Sector by sector, position by position — the shape of your whole book in one glance.
Six months, in six seconds.
Watch your book rebuild itself day by day, every position stacked. You can see what carried you and what quietly dragged.
Your morning, in sixty seconds.
What your book did, what the market is doing, and whether any of it changes anything. Free on every plan.
One portfolio. Eight ways to read it.
Candles, Map, Flow, Journey, Risk/Reward, Alpha, Months and X-Ray. Eight views of the same holdings, because the question you have on Monday is not the one you have on Friday.
What market are you in? Our model names it.
A market regime is the state the market is actually in — trending, mean-reverting, choppy or risk-off. Most investors guess at it. The Nextworth Regime Model is built entirely in-house and refined over a decade of research across hundreds of thousands of modelled sessions. It reads volatility, momentum and breadth across multiple timeframes and turns all of it into one live signal you can act on:
Trending
Momentum is in control. Follow it.
Mean-Reverting
Price is stretched. Expect a snapback.
Choppy
No edge here. Sit tight and wait.
Risk-Off
Protect what you have first. Questions later.
Proprietary and built entirely in-house over years of research and hard testing. We do not publish the formula. We publish the read — free for everyone, on every plan.
Your money stays yours.
We cannot touch your money.
Every brokerage connection is read-only. We can see your holdings, which is how we draw your map. We cannot trade, transfer or withdraw a single cent — not now, not ever, without an explicit action from you.
We never see your passwords.
Your brokerage login goes straight into SnapTrade's encrypted vault and never touches our servers. We could not log into your account if we wanted to.
Bank-grade encryption.
AES-256, in transit and at rest. Your data is stored as securely as it can be, and nothing is kept a moment longer than it has to be.
Never sold, never shared.
We do not sell your data. Full stop, no small print. Disconnect any account any time and we drop the connection, and your data with it, instantly.
Start free. Connect everything when you're ready.
- →Add holdings by hand, priced live — no brokerage link needed
- →Pulse, Candles and Map: your whole portfolio as one picture
- →Portfolio Health Grade, scored out of 100
- →Regime Detector — free for everyone, on every plan
- →Day, week, month and year views
- →Today's Read — your 60-second briefing
Free forever · no card, ever
or $179/year — two months free
- Everything in Free, plus:
- →Link every brokerage you hold via SnapTrade — all read-only, all merged into one portfolio
- →The Captain: chat, ticker research and conviction leans
- →Flow, Journey, Risk/Reward, Alpha and Months
- →X-Ray: how many bets you are really making
- →Cancel any time, straight from your account
Cancel any time · no lock-in, no contract
Everyone on the waitlist keeps their launch price locked for as long as they stay subscribed — if the price goes up later, it does not go up for you. That is the whole reward for being early: not a discount, a lock.
Good questions. Straight answers.
When can I actually use Nextworth?+
Nextworth has not launched yet. The waitlist is the only way in right now, and the first public release will be a beta on the App Store and Google Play. Everyone on the list gets their invite before it goes wide. We are not naming a date until we know we can hold it.
Do I have to connect a brokerage account?+
No. On the free plan you add your holdings by hand and still get the full Markets panel and the Regime Model. Linking a real brokerage is optional — do it only if you want your portfolio to sync automatically.
Which brokerages does Nextworth connect to?+
Nextworth connects through SnapTrade, which supports 35+ institutions including Fidelity, Chase, Citi, E*TRADE, Edward Jones, Interactive Brokers, Coinbase and eToro. The current list is on SnapTrade’s site. Every connection is read-only and you can disconnect at any time.
Can I connect more than one brokerage?+
Yes — connect as many as you hold. Nextworth pulls every account into a single portfolio, and a stock you own in two places is merged into one position rather than listed twice, with the shares added up and the cost basis weighted across them. Each connection is read-only and can be removed on its own.
Is there an annual plan?+
Yes. Full Crew is $17.99 a month, or $179 a year if you would rather pay once and forget it — that works out at two months free. Either way you can cancel any time and drop back to the free plan, which stays free with no card at all. There is no free trial on Full Crew: connecting a brokerage costs us real money per account from the moment it is linked, so we would rather charge honestly from day one than dress that up.
Is The Captain financial advice?+
No. The Captain gives informational and educational content generated from real market data and AI analysis. It is not personalised investment advice, and Nextworth is not a registered investment adviser. What you do with any read is entirely up to you.
Can I cancel any time?+
Yes. No lock-in, no contract. Cancel whenever you like and you keep the free plan for as long as you want it.
Ready to see what your portfolio is doing?
Join the waitlist and we will send your invite before general release. Stop reading your portfolio off a spreadsheet.
No spam · Read-only · Leave any time