Aggregate your portolios,
Track your net worth,
Visualise your wealth.

WealthViewer is a personal financial dashboard that supports you to grow your wealth and achieve financial independence by tracking your financial performance and visualising all aspects of your wealth in one place.

The Features

12 Tabs to Track all Your Assets and Liabilities

Through our integrations we provide optional linking of bank accounts, brokerages, and retirement accounts while giving you the option to enter data without connections and still have your assets live priced.

Summary

Mutual Funds

NFTs

Cash

Business Ownership

Other Assets

Stocks

Property

Retirement

ETFs

Crypto

Liabilities

LIVE

Aggregate Your Portfolios

Reduce the inconvenience of monitoring multiple asset types such as cash, stocks, property, and cryptocurrencies across multiple brokerages and accounts.

Aggregate your portfolios into one overview to easily monitor and visualise your diverse assets in one place.

No longer do you need to login to multiple accounts to check your progress. Just use WealthViewer. See the full list of supported connections.

Supported connections

LIVE

Visualise Your Wealth

Each tab has an array of graphs, charts, and tables enabling you to visualise your wealth. Each tab provides you with the asset's current value, portfolio weightings, value history, and records month-to-month changes in portfolio value and overall wealth. You can even input your historic data to visualise your past wealth.

See the visuals

LIVE

Net Worth and Portfolio Tracking

Through integrations and live pricing of assets across WealthViewer 12 tabs, you can track and visualise your wealth in real time. Check out the 12 tabs we provided to help your track your portfolios and net worth.

Show me the tabs

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 Free report

Predict the Future

WealthViewer can predict your future net worth and measure the impact of compound interest on your wealth using our AI prediction tools. You can vary the time period of the projection and the assumptions used based on your personal circumstances.

We'll Grow With You

As your wealth grows, your wealth tracking needs may change. We'll grow with you. WealthViewer won't remain static, we're committed improving our service offering in response to your requests and feedback. We want to make WealthViewer the best it can possibly be and maximise the value WealthViewer provides you. If you've got an idea for a new feature or have a request, get in touch below.

Request a Feature

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 Spreadsheet and Historical Data

If you've been using spreadsheets to track your wealth or portfolio balances, you can keep your financial history by uploading the data from your spreadsheet in just a few clicks and visualise your wealth instantly. WealthViewer also supports manual historical data entry.

Serious About Privacy

WealthViewer only requests access to data that will support you in visualising your wealth. If it doesn't help you visualise your wealth, we won't request it.

WealthViewer utilises secure connections and leverages world-leading infrastructure and security controls. Your data is encrypted, ensuring it is private and safe. The WealthViewer team cannot see your data or the connections you make.

You can see our full list of Privacy Promises below, or access our Privacy Policy.