Track your net worth,
Visualise your wealth.

WealthViewer is a personal financial dashboard designed to support you to grow your wealth, achieve financial independence, and track changes in your wealth through data visualisation.

Wealth and Asset Management dashboard_ed

THE FEATURES

12 TABS TO TRACK ALL YOUR ASSETS AND LIABILITIES

12 tabs to visualise and track all the assets and liabilities you can think of. Where available, we've integrated live pricing of assets and optional linking of bank accounts.

Summary

ETFs

NFTs

Cash

Business Ownership

Other Assets

Stocks

Property

Retirement

Mutual Funds

Crypto

Liabilities

MONTHLY, QUARTERLY AND ANNUAL REPORTS

Receive personalised monthly, quarterly, and annual net worth reports via email to see how you're progressing.

Curious what your net worth is?

Generate your free net worth report below.

Generate net worth report

LIVE

VISUALISE YOUR WEALTH

Each tab has an array of graphs, charts, and tables which enable you to visualise your wealth. Each tab provides you with the asset's current value, weightings, value history, and month-to-month changes in value.

SEE THE VISUALS

See the visuals

LIVE

NET WORTH TRACKING

Through live pricing of assets across WealthViewer tabs, you can track and visualise your wealth in real time.

LIVE

CURRENCY CONVERSION

You can change your preferred currency to see how much you're worth in $AUD, $NZD, $USD, $CAD, €EUR, and £GBP. If you own cash in another currency or have assets valued in another currency the value will accurately fluctuate with the exchange rate.

IMPORT YOUR SPREADSHEET DATA

If you've been using spreadsheets to track your wealth you can keep your history by uploading the data from your spreadsheet in just a few clicks enabling you to visualise your wealth instantly. WealthViewer also supports csv files so you wont need to manually import your portfolios.