Wealth Tracker

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 - Find any holding by name, ticker or ISIN, and list everything that is due or out of date for an update.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.