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Description
From the marketplace listing
Wealth Tracker keeps your whole net worth in one place: cash and savings, investments, crypto, property, vehicles and other valuables, minus mortgages, loans and other debts. It records your net worth every day and keeps the full history, so you can see how it moved over months and years. Connect it to ChatGPT to ask about your money in plain words and keep your records up to date from the conversation.
What you can do:
- See your net worth, totals, allocation and liquidity, how they moved over time, and the income your holdings earned.
- Find any holding by name, ticker or ISIN, and list everything that is due or out of date for an update.
- Record a balance, a buy or sell you already made, interest or a fee, or a whole account statement or screenshot at once. Every change can be previewed first, returns a receipt, and can be undone within 30 days.
- Hold any of about 30 currencies and the main cryptocurrencies, converted daily into the base currency you choose.
- Choose how often Wealth Tracker reminds you to update an account or a holding.
- Keep separate workspaces, for example for a client or a family member, and manage who can see each one.
- If you connected a bank in the Wealth Tracker app: see spending and income by category, merchant and period, search and annotate transactions, review subscriptions and other recurring payments, recategorise transactions, and refresh a bank now or disconnect it.
What it does not do:
- It never moves money, makes payments or places trades. Buys and sells are records of trades you made elsewhere.
- It cannot connect a bank or sign in to your bank or broker; bank connections are set up in the Wealth Tracker app. A bank connection only reads balances and transactions.
- It reads and changes only the signed-in user's own Wealth Tracker records.
- It reports your own figures and does not give investment, tax or financial advice.
You need a Wealth Tracker account and sign in with it when you connect.
Language: English · Automatically detected from descriptions.
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Publisher description
Track your net worth and its full daily history across cash, investments, crypto, property and debts, keep balances and statements up to date, and review spending from banks connected in Wealth Tracker.
Publisher full description
Wealth Tracker keeps your whole net worth in one place: cash and savings, investments, crypto, property, vehicles and other valuables, minus mortgages, loans and other debts. It records your net worth every day and keeps the full history, so you can see how it moved over months and years. Connect it to ChatGPT to ask about your money in plain words and keep your records up to date from the conversation.
What you can do:
- See your net worth, totals, allocation and liquidity, how they moved over time, and the income your holdings earned.
- Find any holding by name, ticker or ISIN, and list everything that is due or out of date for an update.
- Record a balance, a buy or sell you already made, interest or a fee, or a whole account statement or screenshot at once. Every change can be previewed first, returns a receipt, and can be undone within 30 days.
- Hold any of about 30 currencies and the main cryptocurrencies, converted daily into the base currency you choose.
- Choose how often Wealth Tracker reminds you to update an account or a holding.
- Keep separate workspaces, for example for a client or a family member, and manage who can see each one.
- If you connected a bank in the Wealth Tracker app: see spending and income by category, merchant and period, search and annotate transactions, review subscriptions and other recurring payments, recategorise transactions, and refresh a bank now or disconnect it.
What it does not do:
- It never moves money, makes payments or places trades. Buys and sells are records of trades you made elsewhere.
- It cannot connect a bank or sign in to your bank or broker; bank connections are set up in the Wealth Tracker app. A bank connection only reads balances and transactions.
- It reads and changes only the signed-in user's own Wealth Tracker records.
- It reports your own figures and does not give investment, tax or financial advice.
You need a Wealth Tracker account and sign in with it when you connect.
Publisher subtitle
Net worth, history, spending
Publisher capabilities · listing
Read net worth, allocation and holdings
Read net worth history and income earned
List holdings that need an update
Record balances, trades, income and fees
Sync an account statement or screenshot
Undo a change within 30 days
Set update reminder periods
Read spending, transactions and subscriptions from connected banks
Categorise bank transactions
Refresh or disconnect a connected bank
Manage workspaces and their members
Publisher keywords · listing
net worth
personal finance
portfolio
investments
crypto
spending
subscriptions
1.0.3: the description now covers the daily net worth history kept in full, currencies, workspaces and the bank refresh and disconnect actions, and corrects the bank description.
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Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
