Everything you need to manage your wealth
Professional tools designed for investors who want real clarity on every investment they own — not just a list of tickers.
Unified Dashboard
See your total wealth, invested capital, profit, IRR and historical evolution in one place. Interactive charts update automatically every day.
IRR Analysis
The Internal Rate of Return tells you your real annualized return per asset, accounting for when you bought and sold. Far more accurate than simple percentages.
AI Investment Assistant
Ask questions about your portfolio in plain language. "Which fund has the best IRR?" or "How exposed am I to tech?" — powered by GPT-4 with your real data.
Automatic Daily Prices
Stocks, ETFs, crypto and funds update every day via professional APIs — EODHD and Kraken. No manual input. Your portfolio is always current.
Multi-Currency
Invest in USD, GBP, CHF or any other currency. Everything converts automatically to your base currency so your net worth always makes sense.
Income Calendar
See all your expected dividends, fund distributions and rental income laid out by month. Know exactly how much passive income you're generating — and when.
Tax Reports
Generate FIFO-based capital gains reports in CSV format — ready to hand to your accountant or import into your tax software. Available on Pro.
Price Alerts
Set target prices on any asset and get notified instantly via push notification. Free users get up to 3 alerts; Pro users get up to 20.
Native Mobile App
Full-featured iOS and Android app with biometric lock, push notifications, offline mode and the same dashboard as the web — available on all plans.
Up and running in minutes
No integrations, no API keys, no risk. You stay in control of your data at all times.
Add your investments
Enter each position manually: ticker, quantity, purchase price and date. Our asset search covers stocks, ETFs, funds and crypto from global exchanges. Takes about 30 seconds per asset.
Prices update automatically
Every day WealthFlow fetches current market prices via professional APIs. Your portfolio value, profit and IRR recalculate automatically — you don't need to do anything.
Track & understand performance
See which assets are performing, what your real annualized return is, how diversified you are, and where you stand against market benchmarks — all in one dashboard.
Every asset type you own, in one place
Most portfolio trackers only handle stocks and crypto. WealthFlow goes further — track your investment funds by ISIN, pension plans, and real estate crowdfunding positions, all in one place. Automatic prices where available, manual valuation for the rest. Works for investors worldwide.
Better than a spreadsheet.
Simpler than a Bloomberg terminal.
Spreadsheets break down when you have 10+ positions in multiple currencies. WealthFlow handles the complexity for you.
| Feature | WealthFlow | Spreadsheet |
|---|---|---|
| Automatic daily price updates | ||
| IRR calculation per asset | Manual formula | |
| Multi-currency automatic conversion | API setup needed | |
| Investment funds tracked by ISIN / NAV | ||
| Portfolio history & net worth evolution | Manual work | |
| AI assistant for portfolio questions | ||
| Tax report CSV (FIFO) | Manual calculation | |
| Native mobile app |
Built with security and privacy first
Your financial data never leaves our servers and is never shared or sold.
Choose the plan that fits you best
All plans include automatic daily price updates. Upgrade for advanced features, more history, and AI-powered tools.
- Stocks & ETFs (unlimited)
- Cryptocurrencies (unlimited)
- Other assets & transactions
- Net worth history (90 days)
- Dashboard with charts (90-day history)
- Up to 5 financial goals
- Up to 3 price alerts
- CSV export (transactions)
- Mobile app (iOS & Android)
- Investment funds & pension plans
- AI investment assistant
- Tax report CSV (FIFO)
- Everything in Free
- Investment funds & pension plans
- Real estate crowdfunding
- AI investment assistant (50 msgs/month)
- Tax report CSV (FIFO)
- 2-year portfolio history
- Unlimited goals & up to 20 price alerts
- Full CSV export (portfolio & tax)
Investors who made the switch
From spreadsheets and scattered apps to one clear dashboard.
★★★★★“I had stocks in three brokers, two crypto wallets and a rental property. WealthFlow is the first tool that actually shows me my total net worth in a single number. The IRR per asset changed how I think about returns.”
★★★★★“The tax report feature alone saved me hours at year-end. I manage funds and stocks across three countries and the FIFO CSV exports directly into my accountant’s spreadsheet.”
★★★★★“I kept my portfolio in Google Sheets for years. Switching to WealthFlow took 20 minutes. Automatic prices and IRR calculations that used to take me an hour every month now just happen.”
Guides for serious investors
Practical articles on portfolio tracking, returns analysis, tax planning and investment strategy.
8 Investment Tracking Mistakes That Distort Your Returns
Investment tracking mistakes quietly corrupt your performance numbers — here are the eight most common errors and how to fix them before they mislead your decisions.
GuideStock Splits, Dividends and Spin-Offs: Keeping Records Straight
Stock split cost basis adjustments are easy to get wrong — and a wrong cost basis means a wrong gain, a wrong tax bill, and a misleading portfolio return. Here is how to handle splits, dividends, and spin-offs correctly.
GuideMulti-Currency Portfolios: Measure Wealth in EUR, USD & More
Managing a multi currency portfolio means exchange-rate swings can distort your real returns. This guide shows you how to measure, track and understand your wealth across EUR, USD and beyond.