Private wealth tracker for long-term investors
See the whole picture.Risk, income, and drift included.
Import broker statements, review positions before write, and monitor drawdown, dividends, and allocation drift in one private terminal.
A wealth workflow for households and long-term investors who want cleaner portfolio reviews, tax-aware positions, and fewer spreadsheet blind spots.
Sensitive portfolio data stays protected with private-by-default sessions and controlled import review.
Move from statements to portfolio review
Three steps to import accounts, review holdings, and monitor risk, income, and drift.
Import statements & accounts
Bring broker exports, pasted holdings, or screenshots into one reviewable draft.
Open import workflowReview holdings before write
Check quantities, prices, dates, and confidence flags before anything touches the portfolio.
Monitor risk, income & drift
Follow drawdown, dividends, benchmarks, and allocation changes from one wealth view.
Private Wealth Terminal
A workflow for controlled import, drawdown review, dividend tracking, and tax-aware portfolio monitoring.
Spotlight workflows
The two workflows that sell the product fastest.
Controlled Import Review
Move from exported statements to editable holdings without silent portfolio writes. Parsed rows stay visible until you confirm them.
Risk & Allocation Review
See drawdown pressure, benchmark drift, and concentration in one operating view before decisions become expensive.
Private Review Mode
Blur values instantly when discussing holdings or sharing your screen.
Wealth Curve & Benchmarks
Compare portfolio performance, allocation drift, and benchmark context over time.
Portfolio Review Copilot
Ask for a plain-language review of concentration, diversification, and next checks before you act.
Drawdown & Income Alerts
Track price, drawdown, and dividend events without rebuilding spreadsheet logic.
Income Tracking
Follow payouts per position and understand portfolio income contribution over time.
Contribution Heatmap
See what drives gains, losses, and concentration across the portfolio.
Move from statement cleanup to wealth review faster.
Start with import review, then keep risk, income, and drift in one operating workflow.
Explore the workflow
Bring broker accounts into one wealth view
Open a guide, import with review, and keep every account inside one controlled portfolio workflow.
Review-before-write workflow
Imported lines stay editable before the portfolio changes.
Private by default
Local-first sessions let you test the workflow without exposing household data.
Multi-account import guides
Broker-specific guides reduce cleanup and spreadsheet work.
Latest snapshot Mar 17, 2026: $214,067.56 verified users + $81,567.25 anonymized guest sessions.
Latest snapshot source: portfolio snapshots (live aggregate).
Simple, transparent pricing for wealth tracking
Start with the core wealth tracker. Upgrade for sync, history, alerts, and advanced review workflows.
Free
For private investors and households
- 01Controlled broker import review
- 02Unlimited positions tracking
- 03Risk analytics (VaR, Sharpe, Beta)
- 04Dividend and income tracking
- 05Benchmark comparison
- 06Multi-currency support
- 07Private-by-default workspace
- 08Real-time market data
Pro
Wealth management layer
- 01Everything in Free
- 02Cloud sync across devices
- 03Historical portfolio snapshots (audit trail)
- 04Unlimited custom alerts & notifications
- 05Portfolio sharing with public links
- 06Priority support
- 07Weekly wealth review digest
- 08Advanced benchmark packs
Built for investors and households who want tax-aware decisions, consolidated reporting, and deeper monitoring.
Premium roadmap pillars
Tax-lot sell planning
Household / multi-account reporting
Advanced alerting & rebalancing
Scenario & what-if review
Early access for the next wealth management release.
Wealth workflow proof
Import review controls
Preview + confidence flags before any portfolio write.
Historical wealth snapshots
Track portfolio state evolution with historical checkpoints.
Broker statement coverage
Guided imports for Trade Republic, DEGIRO, IBKR, Revolut, and more.
Migration playbooks
Concrete migration playbooks from legacy spreadsheet workflows.
Frequently Asked Questions
Clear answers on privacy, import review, risk monitoring, and getting started.
Yes. Guest sessions stay pseudonymous by default and let you explore the workflow before connecting an account.
Paste a broker statement, holdings list, or screenshot. The parser structures the data into reviewable rows so you can validate quantities, prices, and dates before import.
Track Value at Risk, annualized volatility, Sharpe ratio, beta, drawdown, dividend income, and benchmark-relative allocation drift.
Yes, 100% free. We believe everyone deserves access to a clean wealth-tracking workflow.
Open the interactive demo to explore a working wealth view before importing anything.
Broker exports, pasted statements, screenshots, and manual rows can all feed the same review flow.
Purpose-built for wealth review, no formulas or spreadsheet maintenance required.
Bring your wealth view out of spreadsheets.
Import statements, review before write, and keep risk, income, and drift in one place.
Private by default. Review before import.