Wealth Tracker

One wealth tracker for
everything you own.

wlthy holds all 9 asset classes in a single ledger (stocks, crypto, real estate, private equity, metals and cash), read in any of 13 currencies, with daily snapshots and a verified Wealth Statement on top.

3-day free trial · 13 reading currencies · Privacy-first, Swiss-built

Every asset class in one place

Most trackers stop at stocks and crypto. wlthy holds 9 asset classes as first-class citizens: stocks and ETFs, crypto, on-chain wallets, cash and FX, precious metals, real estate, private equity, vehicles and a catch-all for anything else. Your net worth stops living in five apps and a spreadsheet.

Read your wealth in 13 currencies

A house in euros, a brokerage in dollars, metals priced in francs. wlthy converts the whole ledger into whichever of 13 reading currencies you pick, with native FX rates. Switch the lens and every number re-reads instantly, so a cross-border household sees one honest total.

AI document import

Adding assets by hand is the reason most people quit a tracker. Drag in a broker statement, a bank export or a portfolio screenshot and Claude reads every position, then drops it into your ledger for review. The bulk of your wealth lands in a few minutes, not an afternoon.

Daily snapshots and history

wlthy takes a snapshot of your net worth every day, so you get a real history line instead of a single point that changes whenever you refresh. See how a quarter actually moved, which assets carried it, and where the drift came from.

Privacy-first by default

No ads, no data brokers, no behavioural tracking. wlthy is built in Switzerland with EU data residency, and the account is read-only by design, with no payment scopes that could move money. Your full financial picture is the product, not the thing being sold.

Turn tracked wealth into proof

Once your assets are in, generate a verified Wealth Statement PDF: every holding listed, converted to one currency, carrying a content hash a bank or fund administrator can check. Tracking and proving wealth become the same workflow instead of two.

What a wealth tracker actually is

Not a budgeting app. Not a brokerage.

A budgeting app watches money move. It buckets transactions, flags when a category runs hot, and tells you where last month went. That is cash flow, the income statement of your financial life. Useful, but it says almost nothing about what you are worth.

A brokerage shows the assets it custodies and nothing else. It is honest about the accounts living inside it and silent about the flat you own, the wallet you hold, the stake in a private company, the gold in a vault. The dashboard looks complete right up until you remember everything it can't see.

A wealth tracker is the balance sheet. It values every asset class across every institution, nets out what you owe, and follows the total over time. That is the job wlthy is built for: one ledger, 9 asset classes, 13 reading currencies, a daily snapshot of the whole picture, and a verified statement when you need to prove it.

Wealth tracker — frequently asked

What is a wealth tracker?

A wealth tracker is a tool that consolidates everything you own and owe into a single net-worth figure and keeps it current over time. Unlike a budgeting app, which focuses on monthly cash flow, or a brokerage, which only shows the accounts held there, a wealth tracker spans every asset class and every institution: equities, crypto, real estate, private holdings, metals and cash, minus debt. The point is one honest total, not five partial views.

How is a wealth tracker different from a budgeting app?

A budgeting app answers 'where did this month's money go'. It categorises transactions and tracks spending against a plan. A wealth tracker answers 'what am I worth and how is that changing': it values assets, nets out debt, and follows the total over months and years. They solve different problems; many people run a budgeting app for cash flow and wlthy for the balance-sheet side.

How is wlthy different from my brokerage's dashboard?

A brokerage dashboard only shows the assets custodied at that brokerage. If you hold a flat, a crypto wallet, a stake in a private company and metals in a vault, none of that appears. wlthy sits above every institution and asset class, so the brokerage line becomes one row in a total that finally reflects your whole position.

Which asset classes can wlthy track?

Nine: stocks and ETFs, crypto, on-chain wallets, cash and FX, precious metals, real estate, private equity, vehicles, and an 'other' bucket for anything that doesn't fit a category (art, collectibles, royalties, a loan you made a friend). Each one is a proper asset type with its own valuation, not a note stapled to the side.

Is my financial data safe with wlthy?

wlthy is built in Switzerland with EU data residency and runs no ads, sells to no data brokers, and does no behavioural tracking. Accounts are read-only by design, with no payment-initiation scopes, so the app can never move money. You can also hide individual holdings from per-row views while still counting them in your verified total.

Explore wlthy

Put every asset in one ledger and watch the real total.

9 asset classes, 13 reading currencies, daily snapshots and a verified Wealth Statement. Try wlthy free for 3 days before you commit to a plan.

3-day free trial · Cancel anytime · Swiss-built · Encrypted at rest