Tools I Use to Automate My Finances

For Hands-Off, Tax-Efficient Wealth Building

Take the guesswork out of managing your money. Here are the tools I have personally used to simplify investing, tracking, and financial independence.

Disclosure: Some links on this page may be affiliate or referral links, meaning we may earn a small commission if you sign up or purchase—at zero additional cost to you. We only recommend platforms and tools we have thoroughly vetted or personally used.

📊 Dashboards & Net Worth TrackingNet Worth Tracking

Empower (formerly Personal Capital)

Track your entire net worth in one centralized dashboard. Empower links all your bank accounts, investment portfolios, retirement accounts, mortgages, and credit cards with built-in fee analyzers and retirement planners.

Visit Empower →

💸 Brokerages & Automated InvestingTop Brokerage Pick

Fidelity

My top choice for automating investments, managing taxable brokerage accounts, and setting up Backdoor and Mega Backdoor Roth IRAs. Zero account fees, zero minimums, and zero-expense-ratio index funds.

View Fidelity Automation Guide →

💸 Brokerages & Automated InvestingSelf-Directed Investing

E*TRADE

A great platform for self-directed investors looking for hands-off recurring stock and ETF purchases with zero trading commissions and an intuitive user interface.

View E*TRADE Automation Guide →

🏠 Real Estate Analysis & Deal EvaluationFree Tool

Buck by Buck Real Estate Evaluation Tool

Our proprietary real estate calculator designed to analyze rental cash flow, cap rate, cash-on-cash ROI, and long-term equity payoff before buying any property.

Launch Free Calculator →