# WealthRoots — Track Your Wealth & Portfolio > Comprehensive asset and investment tracker for Jamaicans, focusing on net worth and portfolio performance. (iPhone/iPad app by Phoenix Digital, LLC.) - Source: https://appshunter.io/ios/app/wealthroots/id6743140922 (this page in markdown: same URL + `.md`) - Developer: [Phoenix Digital, LLC](https://appshunter.io/developer/1801617678) - Category: Finance, Lifestyle - Price: Free with in-app purchases - Rating: 5.00/5 from 12 App Store ratings · 9 written reviews indexed - Age rating: 4+ - Requires: iOS 17.6 · 23 MB - Languages: American English - Released: 2025-05-07 - Data updated: 2026-07-20 - Monetization: subscription - User reviews in markdown: https://appshunter.io/ios/app/wealthroots/id6743140922/reviews.md ## What is WealthRoots? WealthRoots – Your All-in-One Wealth Tracker WealthRoots is a comprehensive asset and investment tracking app tailored for Jamaicans. Securely consolidate all your financial information – from real estate to stocks – in one place. Track your net worth, monitor assets, and gain valuable insights with ease, all through a single app. Key Features • Real Estate & Property Tracking: Keep tabs on property values and home equity. • Vehicle Asset Management: Monitor your cars’ values, maintenance, and depreciation. • Jewelry & Valuables Catalog: Catalog your jewelry, artwork, and collectibles with current valuations. • JSE Stock Tracking: Follow your Jamaica Stock Exchange investments with basic tracking tools. • Cash & Bank Accounts: Stay updated on balances across cash holdings and bank accounts. • Portfolio Performance Insights: Visualize your overall net worth and asset performance over time. • Smart Alerts & Notifications: Receive timely alerts for asset value changes and important updates. • Secure Data Encryption: Bank-level security ensures your sensitive data remains private. • Multi-Currency Support (JMD & USD): Manage assets in Jamaican Dollars or US Dollars. • Offline Access: Access key financial data even without an internet connection. Ideal For WealthRoots is perfect for: • Jamaican investors and asset holders • Real estate investors • Car & vehicle owners • Collectors of valuable items (e.g., jewelry, art) Subscription Required (7-Day Free Trial) Please Note: WealthRoots requires an active subscription to unlock and use all features. New users receive a 7-day free trial to explore every feature risk-free. Choose a Monthly or Yearly plan to continue with unlimited access after the trial. You can cancel anytime (The annual plan offers greater savings.) Subscription Details: • Payment is charged to your Apple ID account at the end of the 7-day free trial, unless you cancel at least 24 hours before the trial ends. • Subscription auto-renews (monthly or yearly) unless auto-renew is turned off at least 24 hours before the end of the current period. • You will be charged for renewal within 24 hours prior to the end of the current period, at the same cost as your chosen plan. • Manage or cancel your subscription anytime via your Apple ID account settings. • Any unused portion of the free trial will be forfeited if you purchase a subscription before the trial period ends. Take control of your financial future – download WealthRoots today and start your 7-day free trial! The WealthRoots Watch App requires the WealthRoots iPhone app with a signed-in account to display portfolio data. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://phoenixdgtl.com/wealthroots-privacy-policy/ ## Key features - Real estate and property tracking - Vehicle asset management - Jewelry and valuables cataloging - JSE stock tracking - Cash and bank account monitoring - Portfolio performance insights - Smart alerts and notifications - Offline access ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | WealthRoots Premium | $1.99 | per month | | WealthRoots Premium Yearly | $19.99 | per year | ## Recent user reviews (9 of 9) All indexed reviews: https://appshunter.io/ios/app/wealthroots/id6743140922/reviews.md ### 5/5 — Just What I needed *2025-07-19* App was very user friendly and straightforward. **Developer response:** Thank you for the review, we’re glad you’re happy with it. More exciting updates are also on the way! ### 5/5 — Best app for tracking wealth!!! *2025-05-25* If you’re looking to take control of your finances and build wealth with ease, the WealthRoots app is a solid choice. Designed with simplicity and functionality in mind, it offers a user-friendly interface that caters to both beginners and seasoned investors alike!!!! **Developer response:** Thank you so much for the amazing review, Klyvekd! We’re thrilled to hear that WealthRoots is helping you take control of your finances and build wealth with ease. It’s great to know the app feels both simple and powerful—we built it with users like you in mind! If you ever have feedback or suggestions, we’re all ears. Keep growing! 💰🌱 —The WealthRoots Team ### 5/5 — App Is a Great One-Stop for all my Assets Back Home. *2025-05-17* I’m a Jamaican living in the diaspora, and this app is just what I needed. Thank you to the developers! **Developer response:** Thank you so much, TatJames! We’re honored to hear that WealthRoots is helping you stay connected to your assets back home. Supporting Jamaicans in the diaspora was a big part of our mission, so your feedback truly means a lot. We appreciate your support—and more great features are on the way! —The WealthRoots Team ### 5/5 — The App I Never Knew I Needed! *2025-05-13* I downloaded this app with low expectations, but gradually found myself utilizing it more over time. To me that’s an excellent sign of a great app, but don’t take it from me, give it a try and I’m sure you’ll come to a similar conclusion. **Developer response:** This was such a joy to read! We’re really glad the app exceeded your expectations over time. It’s rewarding to know it’s become a useful tool in your daily life. Thanks for giving it a chance — and for encouraging others to do the same! ### 5/5 — Great UI! *2025-05-10* Hopefully this can replace the JSE app, it’s more versatile. **Developer response:** Thank you for the kind words! We’re aiming to be a powerful and versatile alternative to the JSE app, and your comment lets us know we’re on the right track. Stay tuned — we’ve got even more great updates coming! ### 5/5 — Concept *2025-05-09* Thoughtfully designed! **Developer response:** Hi JackieJJ! Thank you for recognizing the design, glad you found it thoughtfully done. We’re excited to keep building on this foundation and appreciate your support! ### 5/5 — Usage *2025-05-09* Great app. Love the user friendly capabilities and it helps me track my funds weekly. **Developer response:** Hi Curlyloxx14, thanks so much for your kind words! We’re really happy to hear that the app’s user-friendly design is helping you track your funds weekly. Exactly what we built it for, stay tuned. ### 5/5 — Super helpful *2025-05-09* I’ve tried several finance apps over the years, but this one truly stands out! The user interface is clean and pretty simple to use. It makes it easy to track my investments, savings and monitor my financial goals all in one place. I especially love that I have one place to check all my stocks and see how they’re trending at the end of the day. Highly recommend!! **Developer response:** Hi Monimomobb, your review truly made our day. Thank you for highlighting the clean interface and how it helps you track everything in one place, including your stocks at the end of the day. That’s exactly the experience we aimed for! ### 5/5 — Nice portfolio tracker with huge upwards potential *2025-05-09* App has a nice vibe, simple to understand and user friendly, looking forward to using it more **Developer response:** Hi Andrew, thanks for the thoughtful review! We’re glad the app feels intuitive and user-friendly to you. We’re just getting started, so we’re excited to deliver even more features you’ll enjoy. ## Frequently asked questions about WealthRoots ### What is WealthRoots? WealthRoots is a comprehensive app designed to help Jamaicans track their net worth and monitor various assets like real estate, vehicles, stocks, and valuables. It provides insights into portfolio performance and allows for offline access to data. ### How does WealthRoots handle security? WealthRoots utilizes bank-level security and secure data encryption to ensure that your sensitive financial information remains private and protected. ### What types of assets can I track with WealthRoots? You can track a wide range of assets including real estate, vehicles, jewelry, artwork, collectibles, JSE stocks, cash, and bank accounts. It also supports multi-currency management in JMD and USD. ### Is WealthRoots available on multiple devices? Yes, WealthRoots is available on the iPhone, iPad, and Apple Watch, allowing you to monitor your portfolio data across your devices. ### Does WealthRoots have ads? No, WealthRoots is ad-free. The app operates on a subscription model, offering a 7-day free trial to explore all features before committing to a plan. ### How do I manage my WealthRoots subscription? You can manage or cancel your WealthRoots subscription at any time through your Apple ID account settings. Payment is charged after the 7-day free trial, and subscriptions auto-renew unless canceled at least 24 hours prior. ### What are the subscription options for WealthRoots? WealthRoots offers both monthly and yearly subscription plans. The yearly plan provides greater savings compared to the monthly option. A 7-day free trial is available for new users. ### How often is WealthRoots updated? The latest version of WealthRoots is 2.5, and it was last updated on February 13, 2026. This indicates a commitment to regular updates and improvements. ## Version history (last 5 releases) ### 3.0.1 — 2026-07-12 • Fixed a bug so that edits to assets now sync automatically • Fixed a bug with asset photo syncing ### 3.0 — 2026-07-11 • Faster startup - the app launches and loads your stocks noticeably quicker. • Improved charts stock and index charts load faster. • Fresher daily data - market prices and indices update more consistently after each trading day. • Stability & performance - a range of refinements and fixes throughout the app for a smoother experience. Thank you for investing with WealthRoots. More to come. ### 2.5 — 2026-02-13 What's New in WealthRoots 2.5 Personalize Property & Vehicle Assets • Added the ability to add 1 to 3 photos for your properties/vehicles and set an image as a thumbnail for that asset. Track Buys & Sells More Easily • Added a green "Buy" button right next to "Sell" on stock detail pages — add new transactions faster than ever. • Added a + button next to the Transaction History section on the Stock Details screen. Market Indices • Market Indices section is now live in Analytics with interactive historical charts for all JSE indices. • Improved data reliability — the app now gracefully handles missing index data instead of crashing. Multi-Currency Support • Choose from JMD, USD, CAD, GBP, and EUR as your preferred display currency. • Watchlist widgets now display prices in the correct currency instead of a hardcoded default. Milestone Notifications • "View", "Complete", and "Snooze" actions on milestone reminders now fully work — mark goals complete or snooze for 1 hour right from the notification. Account & Profile • Fixed a bug with the Sign Out flow • Fixed a bug with the Delete Profile Photo flow • Account deletion is faster with batch processing instead of one-by-one removal. Data Export • Export your full portfolio as JSON or CSV with detailed asset-specific fields (ticker, shares, address, vehicle info, and more). Polish & Reliability • Added an offline indicator banner so you always know your connection status. • Pull-to-refresh on the Analytics screen for up-to-date data. • Better empty states with helpful prompts when your asset list or watchlist is empty. • Number format picker (Standard/Compact) is now available in Display Preferences. • Improved stability throughout the app. ### 2.0.1 — 2026-02-03 - Fixed a bug with the stock chart ### 2.0.0 — 2025-11-02 This update includes: - Support for iOS 26 - Bug fixes and improvements ## Apps similar to WealthRoots | App | Rating | Price | Category | | --- | --- | --- | --- | | [Portfolio Snapshot](https://appshunter.io/ios/app/portfolio-snapshot/id6757326154) | 5.0 (1) | Free | Finance | | [Permanent Portfolio Tracker](https://appshunter.io/ios/app/permanent-portfolio-tracker/id6757297720) | — | Free | Finance | | [MyMoneyJa](https://appshunter.io/ios/app/mymoneyja/id1636241838) | 4.3 (6) | Free | Finance | | [Inferentica: Stock Research](https://appshunter.io/ios/app/inferentica-stock-research/id6752210018) | — | Free | Finance | | [My Stocks JA](https://appshunter.io/ios/app/my-stocks-ja/id1592265340) | 5.0 (1) | Free | Finance | | [Caristocks](https://appshunter.io/ios/app/caristocks/id1605907908) | 3.0 (1) | Free | Finance | ## More apps by Phoenix Digital, LLC - [Explore Jamaica](https://appshunter.io/ios/app/explore-jamaica/id6754617311) - [GEM Couriers JA](https://appshunter.io/ios/app/gem-couriers-ja/id6755304185) - [BlazeFiit](https://appshunter.io/ios/app/blazefiit/id6767643561) - [Courier Portal](https://appshunter.io/ios/app/courier-portal/id6773051814) All apps by Phoenix Digital, LLC: https://appshunter.io/developer/1801617678 ## Related topics [jamaica stock](https://appshunter.io/ios/topics/jamaica-stock) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-20.*