Wealth Tracker vs My Wealth Tracker

Wealth Tracker — Your Smart Mutual Fund Companion Managing mutual fund investments shouldn’t be complicated. Whether you’re just starting your investing journey or already building wealth, Wealth Tracker is your intelligent, secure, and hassle-free way to stay on top of your mutual fund portfolio. This app is designed with transparency in mind giving you a clear picture of where your money is, how it’s growing, and what actions you can take to make your investments work smarter — not just harder. Get your portfolio reviewed in just under 7 minutes. What You Can Do with Wealth Tracker: • Track All Mutual Funds in One Place Link your existing folios from any AMC or platform. Get a consolidated view of your mutual fund holdings — across direct and regular plans. • Real-Time Portfolio Insights See how your investments are performing with dynamic, easy-to-understand reports. Track returns, asset allocation, fund categories, and more — in real-time. • X-Ray Your Portfolio Identify over-diversification, hidden overlaps, and concentration risks. Our advanced analytics help you take more informed decisions . • Download Capital Gains Report Generate and download your capital gains report directly from the app for easy tax filing and financial tracking — hassle-free and ready when you need it. • Smart Notifications Get alerts when action is needed — from portfolio rebalancing suggestions to key updates on your funds. No spam, just what matters. • 100% Secure & Privacy-First Your data stays encrypted and secure. We use bank-grade security and never sell or misuse your information. Why Choose Investza Wealth Tracker? ->Made for Mutual Fund Investors: Not cluttered with stocks, FDs, or insurance. 100% focused on mutual fund tracking and optimization. ->No Ads, No Noise: A clean, distraction-free interface built for clarity and simplicity. ->Expert-Grade Insights: Simplified: You don’t need to be a financial expert. We make complex investment analytics accessible and actionable. Your Data is Safe with Investza We use industry-standard encryption, follow SEBI-compliant practices, and never compromise on user privacy. Your information is never shared without your consent. Start making better mutual fund decisions today. Download Wealth Tracker and take control of your investments. Investza Wealth Tracker App is a Mutual Fund Portfolio Review tool offered by Investza Capital, an AMFI registered mutual fund distributor with ARN - 154125. Mutual Fund Investments are subject to market risk, please read all scheme-related documents carefully before investing.

Ever wondered "how much do I actually have?" Wealth Tracker is a simple app that answers that question. Add your bank accounts, savings, investments, and retirement funds, and see your total net worth on a single screen. No spreadsheets, no complexity - just a clear number and a chart showing how it changes over time. HOW IT WORKS Wealth Tracker takes regular snapshots of your account balances. Over time, this builds a history that shows how your net worth grows (or dips). Think of it as a weighing scale for your finances - step on it regularly and watch the trend. You can enter balances manually or connect supported accounts to sync automatically. SELF-HOSTED - YOUR DATA, YOUR SERVER Unlike other finance apps, Wealth Tracker does not store your data on someone else's cloud. You host the backend yourself. That means: - Your financial data never leaves your control - No company can sell, leak, or lose your information - You decide where your data lives and who has access - The app works with your own server - set it up once and you are good to go BUILT FOR SECURITY Your finances deserve serious protection: - Per-user encryption: each account has its own encryption key derived from your password - Ephemeral login tokens: credentials are never stored on the server after authentication - Biometric unlock (Face ID, Touch ID) for quick but secure access - All communication encrypted via TLS - No ads, no tracking, no data sharing CONNECT YOUR ACCOUNTS Sync balances automatically from supported institutions: - German banks via FinTS/HBCI - Interactive Brokers (IBKR) - TrueWealth (Swiss robo-advisor) - VIAC (Swiss 3a retirement) - Morgan Stanley at Work - Or simply add any account manually MULTI-CURRENCY SUPPORT Have accounts in different currencies? No problem. Wealth Tracker fetches exchange rates automatically and shows everything in your preferred base currency. CLEAN AND SIMPLE - One dashboard with your total net worth - A chart showing your wealth over time - List of all accounts with their latest balances - No bloat, no ads, no upsells PERFECT FOR - Anyone who wants to know their net worth at a glance - People with accounts at multiple banks or brokers - Privacy-conscious users who want to own their data - Expats with finances in different countries - Anyone saving toward a goal and wanting to see progress - Wealth Tracker is not a budgeting app and does not track individual transactions. It simply answers: "What is my net worth today, and how has it changed?" Download it, point it at your server, and start tracking.