Master Your Wealth,
Plan Your Future
Track net worth, manage finances, and achieve financial independence with powerful automation, real-time insights, and AI-powered integrations.
Built for Every Financial Goal
Whether you're managing daily expenses or planning for financial independence, WealthMgr adapts to your needs.
Home Finances
Track income, expenses, and budgets across all your accounts. Automation rules categorize transactions and keep your data organized.
Wealth Tracking
Monitor net worth across investments, real estate, bank accounts, and valuables with real-time updates and historical trends.
Financial Projections
Visualize your financial trajectory with scenario planning. Understand your wealth growth path with precision tools.
FIRE Planning
Calculate and track your path to Financial Independence and Retire Early with detailed projections and milestone tracking.
Powerful Features for Complete Control
Advanced automation and AI-powered tools to streamline your financial management workflow.
REST API + AI Skill
Build custom integrations with our REST API and leverage an AI integration skill to automate synchronization with your financial tools.
Smart Alerts
Get notified about important changes, thresholds, and anomalies. Stay informed without checking constantly.
Duplicate Detection
Intelligent detection and automatic management of duplicate transactions. Keep your financial records accurate and clean.
Automation Rules
Create rules to automatically categorize and manage transactions. Save hours of manual bookkeeping and maintain consistency.
Choose Your Plan
Start free and scale as your wealth grows. Paid plans unlock API access and AI integration assistance.
Free
Full-featured wealth tracking, local and private
- All app features included
- Net worth up to $100k
- Up to 3 instrument-tracking pockets
- Local-only storage (private by default)
- Rules, alerts & projections
- No API access
Starter
For individuals growing their wealth
- Everything in Free
- Net worth up to $500k
- Unlimited instrument tracking
- Cross-device cloud sync
- 1,000 monthly API calls
- 2 requests/second API rate limit
Growth
For serious investors and planners
- Everything in Starter
- Net worth up to $1M
- 3,000 monthly API calls
- 10 requests/second API rate limit
Enterprise
For high net worth individuals
- Everything in Growth
- Unlimited net worth
- 50,000 monthly API calls
- 50 requests/second API rate limit
- Priority support
Integration Skill: All paid plans include access to our AI integration skill that teaches your agent how to interact with the WealthMgr API to build custom integrations tailored to your needs.
Trusted by Financial Planners
See what our users have to say about WealthMgr
"WealthMgr helped me reach my FIRE goal 3 years ahead of schedule. The projections feature is incredibly accurate and motivating."
Sarah Chen
Software Engineer
"Managing multiple properties and investments was chaos. Now I see my complete financial picture in real-time. The API integration is a game-changer."
Michael Rodriguez
Real Estate Investor
"I recommend WealthMgr to all my clients. The automated rules save hours of bookkeeping, and the duplicate detection is flawless."
Emily Thompson
Financial Advisor
Frequently Asked Questions
Find answers to common questions about WealthMgr
Still have questions? Contact us