WealthLog: Portfolio Tracker

About WealthLog: Portfolio Tracker

WealthLog is a manual investment portfolio and net-worth tracker that keeps your financial picture private. It never asks for bank passwords and never connects to brokers — you enter your holdings yourself and everything stays on your device.

WHAT IT DOES
• Track investment accounts: brokerage, retirement, bank, property, crypto and loans
• See your net worth per currency — values in different currencies are kept separate, never silently converted
• Asset allocation donut with target-vs-actual drift, so you can see when you're off your plan
• Rebalance Drift screen with suggested buy/sell amounts to return each asset class to its target
• Record dividends, including reinvested (DRIP) shares that update your average cost basis
• Monthly net-worth snapshots with month-over-month change
• Cash-flow log for deposits, withdrawals, interest and fees
• Savings and net-worth goals with progress tracking
• Import your existing holdings from a CSV (Sharesight export, a broker export, or any spreadsheet) with a simple column-mapping step
• Export your holdings to CSV and back up everything to a JSON file
• Exact decimal money math — your totals never drift by fractions of a cent
• Works fully offline. Your data stays on your device.

WHO IT'S FOR
• Long-term index investors who track several accounts by hand
• Dividend investors who want DRIP-aware cost basis
• People pursuing financial independence who watch net worth over time
• Anyone who wants a portfolio tracker that does not link to their bank or broker

WealthLog is a record-keeping tool, not financial advice. It does not execute trades, connect to financial institutions, provide recommendations, or handle real-time market data. All values are entered by you.

Contact: [email protected]
Privacy: https://clearstackapps.com/privacy