Wealth Forecast

Wealth Forecast

Net worth & retirement

0 ratings
Free
In-App Purchases

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Details

  • Released
  • Updated
  • May 21, 2026
  • May 29, 2026

Features

Wealth Forecast screenshot #1 for iPhone
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About

Wealth is a simple, beautiful net-worth and retirement planner that lives entirely on your iPhone, iPad, and Mac. No accounts. No sync to anyone's server. Your numbers stay on your device. Add every account, investment, pension, property and vehicle you own. See your true net worth, your asset allocation across categories, and a year-by-year forecast of where your portfolio is heading — including the year you become mortgage-free, the year your pension becomes accessible, and when you hit £1M, £5M and beyond. KEY FEATURES • Net worth tracking across cash, investments, pensions, property and vehicles • Asset allocation pie with drill-down into every account • 35-year retirement forecast based on your real growth rates and contributions • Wealth milestones — see when you'll cross every major threshold • Mortgage payoff date and progress to mortgage-free • Pension access countdown and 4%-rule retirement income estimate • Monthly value snapshots to track change over time • Currency-aware formatting that respects your locale FREE PLAN Add up to 3 entries in each category — generous enough to model most households. WEALTH UNLIMITED (one-time payment) Unlock unlimited entries in every category, so you can track every account you actually have. One payment, yours forever. Family Sharing supported. PRIVACY Wealth collects zero data and sends nothing off your device. Your portfolio is yours alone. Wealth shows estimates based on the figures and assumptions you enter. It is for informational and planning purposes only and is not financial, investment, tax or legal advice.
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What's New in Wealth Forecast

1.1

May 29, 2026

What's new in 1.1: • Edit income streams right from the list — tap any entry to update its name, amount, frequency, or active status. • Clearer mortgage amortization view: when a payoff schedule can't be calculated, you now see a helpful explanation instead of empty charts. • Smoother number entry — placeholder zeros clear automatically as you start typing. • Performance and reliability improvements throughout.

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In-App Purchases

$9.99

Wealth Unlimited

Add unlimited assets in every category.

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