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Your financial life, connected
Your finances, connected.
Your next step, clearer.
Investments, retirement, property, business, and tax preparation. Bring your records together, explore your options, and work through the next decision with ZetNode.
A closer look at your workspace
The details. Together.
Move from the big picture to the records behind it. Your dashboard brings accounts, holdings, property, and tax preparation within reach.
YOUR FINANCIAL WORKSPACEEverything, in one place.
Native Connected Add accountMove money
Net worth
Value / Returns$486,000.00
Unrealized PnL+$12,000.00
Net worth overview
Illustrative historyTotal assets$580,000
Debts$94,000
Cash + holdings$435,000
Asset allocation
$580,000Total assets
Investing40%
Retirement20%
Crypto5%
Cash10%
Property25%
Account summary
View linked accountsCashAccount records$58,000
InvestingAccount records$232,000
RetirementAccount records$116,000
CryptoAccount records$29,000
Portfolio performance
Portfolio value$232,000
Invested value$220,000
Unrealized PnL+$12,000
Recent activity
- Funds added
- $1,000
- Transfer recorded
- $250
Illustrative dashboard · Sample data · Preview controls do not change an account.
Built around your financial life
One place to start.
More ways to move forward.
Tools and service coordination for the decisions that matter to you.
01
Investments
Research holdings, review your portfolio, and discuss live trade instructions with the ZetNode team.
Explore investments 02Tax preparation
Bring your intake, requested documents, and review conversations into one workspace.
Explore tax preparation 03Retirement
Keep retirement records and contribution history in view as you plan your next chapter.
Explore retirement 04Property
Organize property values, secured debt, and the questions behind your next decision.
Explore property 05Business
Keep company investment records and operating needs separate from your personal finances.
Explore business 06Digital assets
Follow crypto holdings, connected wallets, and transfer activity in one place.
Explore digital assetsExplore the service. Follow the workflow.
What are you
working toward?
Choose a category, then a product. See what happens in the workspace before deciding where to begin.
From a question to a next step
See the work behind the workspace.
Explore the workflow before you start. Follow the illustration, or select a stage to take a closer look.
Investment planningYOUR FINANCIAL WORKSPACEEverything, in one place.
Native Connected Add accountMove money
Investing / Holdings
Download · Refresh pricesTotal portfolio value$232,000.00
Unrealized PnL+$12,000.005.45%
Total gain / loss+$12,000
Day change+$480
Cash available$18,000
Cost basis$220,000
Portfolio change
Illustrative historyTotal holdings3
Cash available$18,000
Annual dividends$1,800
Holdings
All accounts · All assets| Asset | Account | Qty | Avg cost | Price | Market value |
|---|---|---|---|---|---|
| VTIVanguard Total Stock Market ETF | Brokerage | 320 | $260.00 | $275.00 | $88,000.00 |
| AAPLApple Inc. | Brokerage | 220 | $185.00 | $200.00 | $44,000.00 |
| AGGiShares Core U.S. Aggregate Bond | Brokerage | 1,000 | $96.10 | $100.00 | $100,000.00 |
Top holdings
- VTI
- $88,000.00
- AAPL
- $44,000.00
- AGG
- $100,000.00
Asset allocation
$232,000Total assets
Stocks19%
ETFs38%
Bonds43%
Investment accounts
- Brokerage account
- $150,000
- Managed portfolio
- $82,000
Illustrative dashboard · Sample data · Preview controls do not change an account.
Investment planning
Connect portfolio allocation to your goals, time horizon, and need for cash.
Explore this service- 01Set the goal
- 02Review time and cash needs
- 03Assess the portfolio
- 04Revisit the plan
The whole picture matters
More than
a balance.
Bring assets and liabilities into view. Keep estimated property value, investment holdings, and spendable cash distinct as you plan.
Explore net worthNet worthYOUR FINANCIAL WORKSPACEEverything, in one place.
Native Connected Add accountMove money
Net worth
$486,000.00
Assets$580,000
Debts$94,000
Net$486,000
Net worth
Illustrative historyBalance sheet
- Investing records
- $232,000
- Source
- Illustrative account
Balance breakdown
$580,000Total assets
Stocks19%
ETFs38%
Bonds43%
- Assets
- $580,000
- Debts
- $94,000
Build your strategy profile
Connect accounts or record assets and liabilities manually.
Illustrative dashboard · Sample data · Preview controls do not change an account.
ZetPilot / Context for your next question
Ask. Understand. Decide.
Explore the workflow before you start. Follow the illustration, or select a stage to take a closer look.
ZetPilot
ZetPilotYOUR FINANCIAL WORKSPACEEverything, in one place.
Native Connected Add accountMove money
ZetPilot
Ask what can happen next.
Account context, suggested actions and drafts for your review.
+ New chat
Ask ZetPilot…
Live Context
- Accounts
- 4 records
- Holdings
- 8 positions
- Tax workspace
- In preparation
- Property
- Profile recorded
Suggested Actions
Prepared Drafts
Draft ready for your review.
Approval requiredGuidance Style
Illustrative dashboard · Sample data · Preview controls do not change an account.
- 01Ask a question
- 02Review the context
- 03Verify the details
- 04Confirm supported actions
How to get started
A clear next step.
Build your picture
Add the relevant account records, goals, property information, and documents.
Decide what comes next
Explore your workspace or book a consultation to discuss your questions, service scope, and applicable terms.
People behind the platform
Bring the questions.
Start a conversation.
Discuss your investment, property, business, or tax preparation needs with the ZetNode team. Clarify the scope and next steps before you proceed.
Clarity comes first.
Understand service availability, provider relationships, fees, and how your assets are handled.
Explore the Trust Center Review pricing and account tiers Read product disclosuresA little more clarity
Good questions.
Straight answers.
What can I do with ZetNode?
Organize investment and account records, explore retirement and property planning tools, prepare tax documents, and coordinate service conversations. Access varies by product, eligibility, jurisdiction, and account permissions.
Can I talk to someone before signing up?
Yes. Visit the consultation page to choose a topic and request a conversation about your needs and the relevant service scope.
Does the website execute live trades?
The ZetNode team handles live investment and Pulse trades through an external platform. Review your instructions and confirm execution with the team; website illustrations do not place trades.
What should I review before funding or requesting a service?
Review the applicable fees, provider relationships, funding instructions, product risks, and written agreements. The Trust Center, pricing page, and product disclosures explain what to check.
Does uploading tax documents mean my return is filed?
No. Document collection, professional review, filing authorization, and filing are separate steps. Professional services depend on availability, scope, and any required engagement terms.
ZetNode Learn
Understand the details.
Make a considered move.
net worth
home equityMake room for what comes next
Start with your financial picture.
Explore the tools, review the service scope, and choose your next step.