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Screenshots

  • UMB Total Wealth screenshot 1
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  • UMB Total Wealth screenshot 3
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  • UMB Total Wealth screenshot 5
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  • UMB Total Wealth screenshot 7
  • UMB Total Wealth screenshot 8

About UMB Total Wealth

With UMB Total Wealth, you can easily view your portfolio on the go, at any time. UMB Total Wealth provides a summary of investment accounts, how money is invested, and investment value over time. It also displays the following account-level information:
• Market Value
• Total Cash
• Unrealized Gain/Loss

What’s new

Version 50.0.0 · Updated March 25, 2026

This update includes minor fixes to improve performance and stability.

Alternatives to UMB Total Wealth

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