Everything You Need to Master Your Finances 

    From daily expense tracking to long-term retirement planning, WealthFold brings together all the tools you need to track, manage, and grow your wealth.

    Product Suite

    Five Powerful Tools for
    Complete Financial Control 

    Each product is designed to work seamlessly together, giving you a complete picture of your finances.

    Tracking

    All-in-One Asset Tracking

    Track every dollar, stock, property, and crypto in one unified dashboard.

    Explore Tracking

    Budgeting

    Smart Budget Management

    Create budgets, track spending by category, and get alerts before you overspend.

    Explore Budgeting

    Goals

    Financial Goal Planning

    Set savings goals, track progress, and celebrate milestones on your journey.

    Explore Goals
    Coming Soon

    Forecasting

    AI-Powered Projections

    See where you'll be in 1, 5, or 10 years based on your current trajectory.

    Explore Forecasting
    Coming Soon

    AI Advisor

    Personal Finance AI

    Get personalized insights and recommendations from your AI financial advisor.

    Explore AI Advisor

    Core Features 

    Comprehensive tools designed to give you complete control.

    Net Worth Tracking

    Get a complete picture of your financial health by tracking all your assets and liabilities.

    • Track bank accounts, investments, property, and more
    • Monitor liabilities including loans and credit cards
    • Historical tracking shows your progress over time
    Try Net Worth Tracking

    Total Net Worth

    $847,250
    +$12,450 this month+12.4%
    Cash

    $125,000

    Investments

    $312,500

    Real Estate

    $325,000

    Crypto

    $84,750

    Expense Management

    Take control of your spending with powerful expense tracking and categorization.

    • Automatic transaction categorization
    • Custom categories that match your lifestyle
    • Visual breakdowns of spending patterns
    Try Expense Management

    Income

    +$12,500

    Expenses

    -$4,320

    Spending by Category

    Housing$1,800
    Food$650
    Transport$420

    Investment Portfolio

    Track your investments, monitor performance, and maintain a diversified portfolio.

    • Stocks, ETFs, mutual funds, and crypto
    • Real-time price updates and valuations
    • Track gains, losses, and performance
    Try Investment Portfolio

    Total Portfolio

    +18.4% YTD

    $312,500

    Top Holdings

    AA

    AAPL

    $8,921

    +2.1%

    MS

    MSFT

    $11,237

    +0.9%

    NV

    NVDA

    $7,428

    +3.2%

    Savings Goals

    Set financial goals, track your progress, and stay motivated on your journey.

    • Create unlimited savings goals
    • Visual progress tracking with milestones
    • Automatic progress calculations
    Try Savings Goals

    Total Progress

    $33,700

    of $65,000 target (52%)

    🛡️

    Emergency Fund

    $18,500 of $25,000

    74%
    ✈️

    Vacation

    $3,200 of $5,000

    64%

    Retirement Planning

    Plan for your future with comprehensive retirement projections.

    • Project savings with compound growth
    • Factor in inflation and expected returns
    • Create multiple retirement scenarios
    Try Retirement Planning

    Projected at 65

    $2.45M

    in 25 years

    Current

    $285K

    Monthly

    $2,500

    Return

    7%/yr

    Years

    25

    Debt Management

    Take control of your debt with payoff strategies and progress tracking.

    • Snowball and avalanche strategies
    • Visualize your debt-free date
    • Interest savings calculations
    Try Debt Management

    Total Debt

    $42,500

    Debt-free in 3y 2mo

    Credit Card

    $8,500

    19.9% APR

    Car Loan

    $15,000

    5.5% APR

    And So Much More 

    Discover all the features that make WealthFold the complete personal finance solution.

    Multi-Currency

    Track assets in multiple currencies

    Cloud Sync

    Access from any device

    Mobile Ready

    Full-featured on mobile

    Privacy First

    Your data stays private

    Calculators

    Loan, compound interest, more

    Notifications

    Bill alerts & goal milestones

    Visual Reports

    Beautiful charts & graphs

    Data Export

    CSV, PDF, or JSON

    Recurring

    Automatic recurring entries

    Bill Scheduler

    Never miss a payment

    Secure Auth

    Two-factor authentication

    Customizable

    Personalize your dashboard

    Why Choose WealthFold? 

    We built WealthFold with your privacy, security, and success in mind.

    Privacy-First Design

    Your financial data stays on your device by default. We never sell your data or require bank connections.

    Learn more

    Fast & Responsive

    Built with modern technology for a lightning-fast experience. Works offline and syncs when connected.

    Learn more

    All-in-One Solution

    Stop juggling multiple apps. WealthFold combines net worth tracking, budgeting, investments, and retirement planning.

    Learn more

    How We Compare 

    See how WealthFold stacks up against other personal finance tools.

    FeatureWealthFoldSpreadsheetsOther Apps
    No bank connection required
    Data stored locally
    Automatic calculations
    Beautiful visualizations
    Mobile friendly
    Retirement planningvaries
    Debt payoff strategiesvaries
    Investment tracking
    Free tier availablevaries
    No ads

    Ready to Transform Your Financial Life? 

    Join thousands of users who have taken control of their finances with WealthFold. Start for free today — no credit card required.

    Get Started FreeView Pricing