Skip to content
WealthMgr
A ledger for your money

Every dollar, in its place.

WealthMgr tracks your accounts, goals, bills and investments in one private ledger — local-first, encrypted on your device, and yours. We never ask for a bank login: bring CSV exports, or your own agent through the API. And it answers the harder question: when do you reach your goal?

See how it works →
Built for
HOME

Day-to-day finances

Track income, expenses, and budgets across all your accounts. Automation rules categorize transactions and keep your data organized.

WEALTH

Net worth, fully accounted for

Monitor investments, real estate, bank accounts, and valuables, with on-demand price refresh and historical trends.

PROJECTIONS

When do you reach your goal?

Goal target dates, savings projections, and what-if scenarios. Change one assumption — a raise, an extra payment — and every downstream date recalculates.

FIRE

Plan your exit

Calculate and track your path to financial independence with detailed projections and milestone tracking.

What's inside
API

Build what we don't have

A REST API for your own data. A Claude skill so your agent can parse bank and credit-card statements and push the results back to WealthMgr.

ALERTS

Thresholds that tell you

Thresholds on account and pocket balances, re-checked automatically as your data changes. In-app — no noise.

CLEANUP

The duplicates go away

When two accounts import the same transaction, we catch it: exact duplicates are skipped on import, near-duplicates are flagged for your review.

GAPS

Honest through the gaps

Miss two weeks of entries and the math still works. Enter a statement balance and WealthMgr books the difference — no silent guessing, no broken totals.

AUTOMATION

Categorize once, file forever

Rules that sort every new transaction automatically. Set up, never revisit.

Pricing
Free
Local-first wealth tracking, private by default.
  • Rules, alerts, projections & CSV import included
  • Net worth up to $100k
  • Up to 3 instrument-tracking pockets
  • Local-only storage (private by default)
  • No API access
$0
per month
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
$7
per month
$50/yr (save $34)
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
$10
per month, billed yearly
$120/yr
Enterprise
For high net worth individuals.
  • Everything in Growth
  • Unlimited net worth
  • 50,000 monthly API calls
  • 50 requests/second API rate limit
$20
per month, billed yearly
$240/yr
Questions
How is my financial data protected? +
On the free plan, your data stays on your device and is not synced to our servers. On paid plans, your data is encrypted on your device, every request is protected with TLS in transit, and our databases are secured with Turso at-rest encryption.
Can I import transactions from my bank? +
You can import transactions by uploading CSV files exported from your bank or credit-card provider. We do not aggregate directly with banks or parse OFX/QFX files — instead, paid plans include a Claude skill that lets your agent parse statements and push the results to your WealthMgr account through the REST API.
Do I have to log every expense every day? +
It depends on your goals. If you want day-to-day visibility, log expenses as they happen. If you would rather track the big picture — or you simply miss entries — periodic reconciliation is enough: enter the actual balance from your statement and WealthMgr books the difference for you. Your net worth stays true even when the small stuff goes unlogged.
What's included in the free plan? +
The free plan includes tracking for net worth up to $100k, three instrument-tracking pockets, the core app features — rules, alerts, projections and CSV import — with local-only storage (no cloud sync, no API access). Perfect for getting started.
Can I upgrade or downgrade at any time? +
Yes. Upgrades take effect immediately. Downgrades apply at the end of your current billing cycle.
Do you offer refunds? +
We offer a 30-day money-back guarantee for all paid plans. Contact us within the first 30 days for a full refund, no questions asked.
How does the API work? +
Our REST API lets you read your accounts and transactions, create transactions, and delete transactions programmatically (account edits stay in the app). It is available on paid plans, and the documentation includes an endpoint reference covering every API-key endpoint.
What is the Claude skill? +
The WealthMgr Claude skill is a reference for Claude (and compatible agents) that describes the REST API so your agent can read your data, parse bank or credit-card statements, and write the results back to your account. Available on all paid plans.
Still have questions? Contact us