The jobs behind
running your own wealth.
Practical guides for the self-directed household — harvesting losses across custodians, organizing a balance sheet by entity, and honest comparisons of the tools, including where the competition wins.
Kubera alternatives: 7 net-worth trackers for complex wealth
Seven honest Kubera alternatives for tracking serious wealth — compared on entities, private assets, tax tooling, and price. Where Kubera still wins, too.
Monarch Money alternatives for investors
Monarch nails the budget and stops at the balance sheet. Six alternatives for investment-heavy households — entities, K-1s, tax tooling — honestly compared.
Monarch Money alternatives for high-net-worth households
A $1M–$25M balance sheet spread across trusts, LLCs, and custodians needs more than a budget app. Honest Monarch alternatives for HNW households — including where Monarch still wins.
Monarch Money vs YNAB: which budgeting app — and when you've outgrown both
Monarch vs YNAB comes down to flexible tracking vs zero-based discipline. An honest comparison — plus the signal your balance sheet, not your budget, is now the job.
Monarch Money vs Rocket Money: which one — and what neither tracks
Monarch is a full budgeting-and-net-worth app; Rocket Money is a bill-cutter with light budgeting. An honest comparison — plus what neither is built to track for a bigger balance sheet.
Monarch Money vs Copilot Money: which personal finance app?
Copilot's Apple-native polish vs Monarch's cross-platform breadth and couples features. An honest comparison — plus the balance-sheet job neither is built for.
Formation vs Vyzer: which wealth platform for a private-heavy balance sheet
Vyzer specializes in private investments and cash-flow projection; Formation adds an entity model and a tax layer. An honest head-to-head for HNW households with complex assets.
Tax-loss harvesting across multiple brokerages: a DIY guide
How self-directed investors harvest losses across multiple custodians without tripping IRS §1091 — cross-account wash-sale rules and what good software checks.
See these jobs done on your own numbers.