Wealth Tracker

Wealth Tracker keeps your whole net worth in one place: cash and savings, investments, crypto, property, vehicles and other valuables, minus mortgages, loans and other debts. Connect it to ChatGPT to ask about your money in plain words and keep your records up to date from the conversation.

What you can do:

• See your net worth, totals, allocation and liquidity, how they have moved over time, and the income your holdings earned.
• Find any holding by name, ticker or ISIN, and list everything that is due or out of date for an update.
• Record a balance, a buy or sell you have already made, interest or a fee, or a whole account statement or screenshot at once. Every change can be previewed first, returns a receipt, and can be undone within 30 days.
• Choose how often Wealth Tracker reminds you to update an account or a holding.
• If you have connected a bank in the Wealth Tracker app: see spending and income by category, merchant and period, search your transactions, review subscriptions and other recurring payments, recategorise transactions, and mark a recurring payment as confirmed, dismissed or cancelled in your records.

What it does not do:

• It never moves money, makes payments or places trades. Buys and sells are records of trades you made elsewhere.
• Bank data is read-only. It cannot connect a bank, sign in to your bank or broker, or change anything at your bank or at a merchant. Bank connections are set up in the Wealth Tracker app.
• It reads and changes only the signed-in user's own Wealth Tracker records, and sees nothing you have not added to Wealth Tracker.
• It reports your own figures and does not give investment, tax or financial advice.

You need a Wealth Tracker account and sign in with it when you connect.