Question: Can you recommend a tool that helps me track all my investments and financial liabilities in one place?

If you want a single tool to monitor your investments and liabilities and get a unified view of your financial situation, Monarch is a strong contender. It's a suite of tools to manage accounts, spending, investments and create a financial plan, with AI-powered transaction categorization rules, flexible budgeting, investment tracking with historical performance, and secure collaboration abilities. Monarch also offers a customizable dashboard and bank-level security, so it's a good option for those who want to get a handle on their finances.

Another contender is Canua, which offers a unified view of your financial life. It tracks accounts, investments and taxes, and can automatically fetch and categorize data to give you a unified view of your financial situation. Canua offers features like automatic FBAR report filing, integration with more than 17,000 banks, and support from a network of licensed financial professionals. It's geared for people with complicated finances, like expatriates or startup equity holders.

If you prefer a more open-ended approach, check out Fina. It offers unlimited custom categories, personal metrics tracking and scenario planning. Fina integrates with banks and investments through the Plaid service, offers AI-powered transaction categorization, and uses AES-256 encryption for security. It's available in the US and Canada and offers a free trial and two pricing tiers.

Last, take a look at Mezzi, which is geared for investment management. It aggregates multiple accounts into a single view of your portfolio performance. Mezzi offers AI-powered recommendations to minimize portfolio fees and maximize tax savings, and it can rebalance your portfolio and perform tax-loss harvesting. It's designed with privacy and security in mind, so it's a good option for investors who want to keep their financial life private.