Your data stays private.
Start without an email or account. Choose passphrase encryption when you create your portfolio; it is the recommended default. Your browser encrypts the name and data before saving them locally or sending them online.
You can also start without a passphrase and enable encryption later. Older files, emails and server history keep their original protection.
We do not receive your passphrase and cannot recover encrypted data without it. When you connect an account, emails and access metadata remain visible to us.
Many accounts. One clear map.
A savings account at one bank. Stocks in several apps. Crypto on exchanges and in your own wallets. Keep information about them together in one private map.
Group your assets into categories. List each bank, stock app, exchange, or wallet. Add account names, estimated values, and notes that your family can understand.
Your family gets a place to start. They can see where to look without having to remember every service you use.
You enter values and exchange rates yourself. The app does not connect to these services or update balances. It does not hold or transfer your assets. Keep account passwords, private keys, and recovery phrases outside the map.
Your crypto. A clear map for your family.
Many wallets and exchanges can be hard to keep track of. Put your crypto assets in one private map alongside your savings and investments.
No wallet connection or public wallet address is required. Use names your family understands. Add notes that point to separate instructions.
E2E Encryption protects the information in your map. We cannot read it without your passphrase. People you add can view your whole portfolio, but cannot edit it.
You update values yourself. Keep private keys and recovery phrases outside the app.
Start with three steps.
- Start without an account. Create your map and choose whether to protect it with a passphrase.
- Keep a copy. Download a file, or verify your email to enable free cloud sync and receive a backup attachment.
- Share a view. Connect your account, save online and invite someone you trust. For E2E Encryption, share the passphrase separately.
Help them when you cannot explain.
For you and your partner. Keep one clear view of savings and investments. One person updates the map. The other can view it.
For illness or a death. Help your family find the right institutions and documents. Set up access before they need it.
For parents, adult children, or a trusted friend. Choose who can view your map. Add notes that show where to look and whom to contact.
Access starts when you give it and the person has the passphrase. There is no automatic release after a death. A map does not give access to money or replace a will.
Why I built Family Asset Map
A note from the creator
I built Family Asset Map because I had this problem myself. My assets were spread across banks, stock apps, exchanges, and crypto wallets. I knew where everything was, but my family did not have the same clear picture.
I wanted one private place to list what I had and where to look, without connecting accounts or sharing wallet keys. So I built it for myself and my family.
It has worked well for us, and I decided to make it public. Other people may have the same problem, and I hope it helps them too.
This is a small personal project. Personal use is free and will always stay free. Create and update your own map without a card or a subscription.
AI help with your permission.
Connect a compatible MCP client through OAuth in your browser. It can read your own Standard map. With separate write permission, it can create a Standard map and add or update institutions and their notes.
Summary reads omit notes and balances. Request details for one institution when needed. Standard mode uses server-held encryption keys, so the service can read its contents. Information returned to your AI client may be processed by its provider.
Remote MCP does not read or modify E2EE contents or shared maps. It cannot share or delete maps, email backups, change protection modes, or read or edit accounts and balances. It does not connect to banks or wallets or fetch live balances.