--- title: Best wealth trackers for trusts and companies url: https://wealthscout.app/compare/guides/best-wealth-tracker-for-trusts-and-companies checked: 2026-08-20 --- # Best wealth trackers for trusts and companies > Almost nothing on the market treats money inside a trust or a company differently from money in your pocket, which changes what you can actually spend. In WealthScout, every asset belongs to a specific owner, and it calculates the tax of taking money out of a trust or company. Kubera Black adds ownership tags, but does not calculate tax. Everything else here treats a balance as a balance. Checked 2026-08-20. Source: https://wealthscout.app/compare/guides/best-wealth-tracker-for-trusts-and-companies This is the narrowest of the categories and the one with the fewest real entries. Most wealth tools start from an account and add a shared workspace, so they never ask who legally owns the asset. It matters because ownership changes what you actually have. Money held in a company is not money you can spend, and finding out what it costs to move it into your hands is often the difference between a retirement date that holds and one that does not. ## 1. WealthScout **Top pick for:** People whose assets sit across people, trusts, companies and retirement structures, and who need the tax of extraction counted. **Best for:** People holding more than one asset class, and often more than one owner. Records shares, property, cash, debt, retirement accounts, income and spending against the owner of each asset, then projects their value over time, calculating tax on returns while assets are held and again when money is paid out to a person. **Strengths** - Share and crypto prices update automatically, so your net worth reflects current market values without a bank connection. - An owner on every asset, including trusts, companies and retirement structures. - Projections use the figures you already track, so you do not retype them. - Thirteen countries with local tax treatment. - Reports and projections use the same dated figures, so they cannot disagree. **Limits** - No bank or broker connections. Broker files are imported and checked before they post. - No tax returns and no jurisdiction tax reports. - Opens to the public country by country. - **Pricing.** $99 a year — Plus is $99 a year, or $11.99 a month. One subscription per household, with no per-person charge. Free plan: Free has no time limit and asks for no payment. It includes one user, your complete current position, up to 10 share holdings in one supported market, one property and a current-trajectory projection.. ## 2. Kubera **Top pick for:** Anyone whose priority is breadth of asset coverage and live links, and who is content to tag ownership rather than calculate its tax. **Best for:** People holding many hard to price assets who want live links and one total. Broad asset coverage and multi-currency net worth, kept current by links to banks, brokers and crypto accounts. **Strengths** - Very wide asset coverage, including hard to price items. - Account links in many countries. - A beneficiary handover tool. **Limits** - It records a balance without recording who owns the asset. - It cannot project your net worth into the future. - No budgeting, and no free plan. - **Pricing.** $250 a year — Essentials is $250 a year. Black, which adds ownership tags and nested portfolios, is $2,500 a year. There is no free plan. No free plan. Head to head: https://wealthscout.app/compare/kubera-vs-wealthscout ## 3. CompiledSanity **Top pick for:** People who want to build the entity logic themselves and own the file. **Best for:** People who want to own the file outright and change any formula in it. A comprehensive personal wealth spreadsheet covering net worth, property, shares, debt and retirement, bought once and owned. **Strengths** - Bought once, owned forever, updates included. - Every formula is open to change. - Covers a lot of ground for a few dollars. **Limits** - A sheet of formulas cannot hold multiple entities and their tax. - Rules change every year and the sheet does not. - You maintain it. - **Pricing.** $7 once (charged as AUD $10 once, converted 2026-08-19) — The Complete Edition is bought once and updates are included. You own the file. Free plan: A free Beginner Edition covers the basics.. Head to head: https://wealthscout.app/compare/compiledsanity-vs-wealthscout ## 4. ProjectionLab **Best for:** Planners who want the widest range of forecast tests and will type the figures in. A dedicated planning tool with deep scenario work, Monte Carlo and past market runs, and a clear interface for building a retirement plan. **Strengths** - The broadest set of plan tests of anything here. - Strong scenario comparison and charting. - Detailed personal tax modelling inside the plan. **Limits** - Every value is entered and maintained by hand, so the plan becomes out of date between updates. - It keeps no ledger of trades, property costs or debt. - It does not model an entity's own tax or what extraction costs. - **Pricing.** $129 a year — Premium is $129 a year. Pro, for advisers, is $549 a year. Free plan: Basic runs in the browser and saves nothing to an account.. Head to head: https://wealthscout.app/compare/projectionlab-vs-wealthscout ## 5. Finary **Best for:** European investors who want linked accounts and a clean total. Linked accounts and a well-made net worth view, strongest in Europe. **Strengths** - Strong account connection coverage in Europe. - A clear, well-designed net worth view. - A usable free plan. **Limits** - Absent on ownership and on entities. - No real forecasting. - Coverage thins outside Europe. - **Pricing.** $64 a year (charged as EUR 54.99 a year, converted 2026-08-19) — Lite is the entry paid plan. Plus is EUR 149.99 a year and Pro is EUR 349.99. Free plan: Free links accounts and shows net worth.. Head to head: https://wealthscout.app/compare/finary-vs-wealthscout ## 6. PocketSmith **Best for:** People who want to forecast the bank balance week by week. Cash, budgets and cashflow forecasting driven by bank feeds. **Strengths** - Genuinely good cashflow forecasting. - Bank feeds in several countries. - Budgets and categories done properly. **Limits** - Cashflow forecasting is not balance sheet projection. - No ownership model and no extraction tax. - Investments are shallow next to a real portfolio tool. - **Pricing.** $85 a year (charged as AUD $9.99 a month, billed annually, converted 2026-08-19) — Foundation is the entry paid plan. Bank feeds and the longer forecasts sit on Flourish and Fortune above it. Free plan: Free covers manual entry and a small number of accounts.. Head to head: https://wealthscout.app/compare/pocketsmith-vs-wealthscout ## Questions **Which tool models tax on money taken out of a trust or company?** WealthScout. It calculates tax while assets remain with their owner, and again when the money reaches a person. It sizes a withdrawal to deliver the net amount you actually need. None of the others on this page do this. **Is Kubera Black worth it for multi-entity wealth?** It adds ownership tags and nested portfolios at $2,500 a year. If what you want is a very broad, current balance sheet with ownership labelled, it does that. It does not forecast, and it does not calculate entity tax. **Can a spreadsheet handle this?** For a while. The limit is that entity tax rules and thresholds change every year across every country you hold assets in, and your formulas will not update automatically. ## Sources - Product pricing and feature pages, checked on the date shown