Wealth Tracker

Wealth Tracker keeps your net worth current across cash, stocks, ETFs, crypto, metals, property, pensions and debts. You don't fill in forms: tell your AI assistant what you own and owe in plain words, rough figures are fine, and it saves everything in one go.

Prices then update on their own. Exchange rates come from the European Central Bank, crypto from CoinMarketCap, precious metals from gold-api.com, and shares, ETFs and funds at the end of each trading day. Anything without a market price is checked on a schedule you choose, and Wealth Tracker tells your assistant which holdings are due, so it can ask you only when something needs a new value.

Through this connector your assistant can:

• Add or update holdings, a whole list at once, from plain facts or an account statement or screenshot.
• Record buys, sells, deposits, repayments, income, fees and new valuations.
• Answer questions about your net worth, allocation, liquidity and how it changed over 1 month, 3 months, 1 year or all time.
• List everything that is due, unfinished or unpriced, and confirm holdings that haven't changed.
• Read spending, transactions and subscriptions from banks you connected in the app.
• Undo any change within 30 days, by its receipt.
• Change your base currency, country and update reminders.

Your numbers are drawn on the web dashboard, the macOS desktop app and the iPhone app, all on the same account. Sign-in uses OAuth: the assistant signs in as you through your browser, you see what it may do, and you can revoke it at any time. Wealth Tracker is free; only an account above $1,000,000 in net worth pays. It is not financial advice.