Alternative Investment Portfolio Tracker
Private equity, direct real estate, on-chain crypto wallets, art, watches, wine, precious metals — wlthy treats every alternative as a first-class asset, with type-aware forms, daily snapshots and an estate-ready Wealth Statement PDF.
3-day free trial · Unlimited alts on Black · Cancel anytime
Direct stakes, fund commitments, distributions and capital calls live in the same ledger as your listed positions. Custom valuation cadence (quarterly, annual, on-demand) with override notes and a full revaluation history.
Track every property in its local currency, with mortgage debt linked, co-ownership splits, partner invitations and a rolling 1Y / 5Y appreciation curve. The lens switches the whole portfolio to your reading currency in one click.
Paste a wallet address — wlthy reads the balance directly from the chain. ETH, BTC, SOL, stablecoins and the ERC-20 long tail, CoinGecko pricing, daily snapshots. No exchange API key, no custody surface, no manual copy-paste.
Type-aware forms capture artist, provenance, reference number or vintage. Upload appraisal PDFs (encrypted at rest with per-record versioned keys), set the valuation cadence, attach insurance certificates. The collectible side of your net worth, finally on the balance sheet.
Gold, silver, platinum and palladium positions with live spot pricing and weight-aware valuation. Track bullion holdings, allocated metal accounts and storage costs in the same surface as the rest of the portfolio.
Your liquid book lives next to the alts so total net worth is always one number. Stooq pricing, multi-currency lens, sector and country allocation, anomaly detection — the listed side gets the same cockpit treatment as the rest.
The point of tracking alts alongside the listed book isn't a fancier dashboard — it's being able to answer “how much am I worth, in [EUR / USD / CHF / etc.], right now” with one figure rather than three spreadsheets and a calculator. wlthy lives at that intersection.
Anything outside listed equities and ETFs: private equity stakes, fund commitments, direct real estate, crypto wallets, fine art, fine wine, watches, vehicles, precious metals, private credit. wlthy treats each of these as a first-class asset type with type-aware fields, a custom valuation cadence and the same daily snapshot treatment liquid positions get.
You set the valuation cadence per asset — quarterly NAV from the fund LP report for PE, an annual appraisal or transaction comp for real estate, on-demand override anytime. Every revaluation lands in an append-only history so you can show the full price journey to estate counsel or a lender.
Yes. The collectibles forms ask for artist / maker, provenance, reference number, vintage and an optional appraisal PDF (encrypted at rest with per-record versioned keys on upload). Set the valuation cadence to annual or every-N-years and wlthy carries the most recent appraisal forward between marks.
Paste a public wallet address — wlthy reads balances directly from the chain (no custodial keys, no exchange API). Pricing comes via CoinGecko. wlthy supports ETH, BTC, SOL and the ERC-20 long tail; daily snapshots feed the trend chart like any other asset.
Yes — the verified Wealth Statement PDF includes every asset and debt in the ledger, including alts, with their valuation date, source, ownership share and reading-currency value. Suitable for estate counsel, wealth-management onboarding, KYC and lender documentation.
The Black tier ships unlimited assets, debts and cash flows. White (10) and Gray (25) cover most households; Black is sized for HNW portfolios with dozens of alts spread across funds, properties, wallets and collectibles.
Import the listed book in seconds. Add the alts in minutes. See your real total net worth — properly, in your reading currency, with daily snapshots and an estate-ready PDF — within an afternoon.
3-day free trial · Cancel anytime · Swiss-built · Bank-grade security