WealthView: Portfolio

WealthView brings your entire financial life together in one private, beautifully designed app. Stocks, ETFs, crypto, cash and liabilities — see your real net worth update live, understand where your money is, and make calmer decisions. ONE NET WORTH, EVERYTHING INCLUDED • Investments — stocks and ETFs across your portfolios • Crypto — exchanges and self-custody wallets, with staking • Cash — bank accounts and balances • Liabilities — mortgages, loans, insurance and subscriptions • A single net worth figure: assets minus debts, updated daily CLEAR, BEAUTIFUL DASHBOARD • Total assets, liabilities and net worth at a glance • Live asset allocation donut by portfolio and class • Value history charts over any period • 24-hour change so you always know what moved POWERFUL ANALYTICS • Total return, CAGR and all-time high • Drawdown from ATH and maximum drawdown • Best and worst months, monthly returns • Per-portfolio performance and positions CRYPTO, DONE RIGHT • Self-custody vs exchange split • Per-coin and per-platform breakdown • Staking positions included CASH & SPENDING • All accounts and total balance • Monthly report: income, expenses and top categories • Savings rate and cash-flow overview LIABILITIES & PLANNING • Mortgages with fixation tracking and refinance insight • Simulate extra payments and see interest saved • Store contracts and documents • Monthly obligations overview REBALANCING & DCA • Set target weights per portfolio • See deviations and clear DCA buy recommendations SHARING & REPORTS • Share a portfolio with a partner • Schedule monthly email reports APPLE ECOSYSTEM • Native iPhone app • Full iPad layout with sidebar and multi-column views — not a stretched phone app • Apple Watch dashboard: net worth at a glance • Available in English, German, Slovak and Spanish PRIVATE & SECURE BY DESIGN • Face ID / Touch ID app lock • Strong encryption for sensitive credentials • Buy-only model — the app never places sell orders • Your data is yours; we don't sell it Track your wealth the calm way. Download WealthView and see everything in one place.