Last updated: 12 August 2026
Ascend combines several kinds of data so your net-worth view is useful even when one source cannot cover everything.
When you connect a supported brokerage, SnapTrade handles the institution authorization flow. Ascend does not store your brokerage credentials. It uses the resulting read-only account data to show balances, holdings, names, and activity needed for net-worth calculations and explanations. Bank and other unsupported accounts are entered manually on every plan — Ascend does not automatically link banks.
Wallet tracking uses public addresses. Ascend reads supported balances from public chains and pricing sources. Supported DeFi assets and nonnegative position equity after recognized in-protocol borrowing are included. Standalone borrow positions are not added as liabilities; add material borrowing as a manual debt. Ascend does not need custody access or signing access.
Manual assets and debts help cover anything that cannot be connected automatically. These values depend on your last update, so stale manual entries can affect totals, projections, and AI explanations.
Prices, property estimates, returns, comparisons, and projections may involve timing differences, unsupported assets, estimates, or assumptions. Ascend should help explain those limits instead of hiding them. Optional AI features and public-source briefs (Signal, Podcast Tape, research) add context on top of the same underlying data — see AI Transparency.
If you enable email digests or push notifications, Ascend stores the preferences and (for push) the device endpoint needed to deliver them. If you create a research or Signal share link, Ascend publishes a non-personal teaser at a public URL. Details are in the Privacy Notice.
Settings include controls to remove individual sources, export data, or delete the account. Removing a source stops Ascend from using it going forward, but your historical net-worth view may still reflect past snapshots until you clear or delete that history.
Deleting the account first attempts to revoke supported upstream connections and then removes user-scoped application data. Provider failures remain queued for retry. Limited security, audit, billing, and backup records may be retained as described in the Privacy Notice.
See also Trust & Security, Number Quality, and Privacy Notice.
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