Wealth Tracker vs WealthView

Know exactly where you stand — financially. Wealth Tracker gives you a clear, complete picture of your net worth. Record your bank accounts, investments, crypto holdings, real estate, cash, and debts in one place. Watch your wealth grow over time with beautiful charts — and plan your next move with built-in forecasting. No subscriptions. No paywalls. No ads. Completely free. — — — — — — — — — — — — — — TRACK EVERYTHING IN ONE PLACE Create monthly or quarterly financial snapshots and log balances across six categories: • Bank Accounts — savings, checking, deposits • Investments — stocks, bonds, index funds • Crypto — Bitcoin, Ethereum, and any digital asset • Real Estate — property values • Cash — physical currency and reserves • Debts — mortgages, loans, credit cards (subtracted automatically) Your net worth is calculated instantly. Every snapshot becomes a data point in your financial journey. — — — — — — — — — — — — — — FORECAST YOUR FUTURE See where your finances are headed. Wealth Tracker uses weighted linear regression to project your net worth forward — with confidence bands so you know the range, not just the guess. Set financial goals, track your progress, and stay motivated with clear visual milestones. — — — — — — — — — — — — — — EVERY CURRENCY. AUTOMATIC. Track assets in any fiat currency, precious metal, or cryptocurrency. Exchange rates update automatically, so your net worth is always accurate — no matter how global your portfolio is. Need a custom rate? Override any conversion manually. — — — — — — — — — — — — — — PRIVACY FIRST Your financial data stays on your device. iCloud sync and analytics are entirely opt-in — disabled by default. Nothing is shared with us or third parties. Your money, your data, your rules. — — — — — — — — — — — — — — EXPORT YOUR DATA Your data belongs to you. Export everything to CSV or JSON at any time. No lock-in, no barriers. — — — — — — — — — — — — — — MORE FEATURES • Interactive net worth chart with time range filters (3M, 6M, 1Y, All) • Category breakdown charts — see where your wealth is concentrated • Debt-to-asset ratio tracking • Account templates for faster snapshot entry • Biometric lock with Face ID or Touch ID • iCloud sync across all your Apple devices • Notification reminders so you never miss a snapshot • Per-category trend analysis • Dark, modern design that puts your numbers front and center — — — — — — — — — — — — — — Take charge of your financial future. Download Wealth Tracker — it's free.

WealthView is the UK retirement planning and net worth tracking app that puts you in control of your financial future. RETIREMENT MODELLER See your pension pot projected from today through 30 years of drawdown. Three scenarios -- pessimistic, realistic, and optimistic -- show a range of outcomes so you can plan for what matters. - Set a target monthly income or withdrawal rate - Model your State Pension with deferral options (+5.8%/yr) - Take a tax-free lump sum up to the £268,275 allowance - Add DB pensions and rental income as guaranteed income streams - Year-by-year breakdown shows exactly where every pound goes STRESS TEST YOUR PLAN Four scenarios challenge your retirement plan: Longevity Risk (what if you live longer?), Low Growth, Market Crash in early retirement, and Care Costs. Each shows whether your pot survives with a clear pass/fail verdict. ADVANCED SCENARIOS (Premium) Layer real life events onto your base plan: - Property sales and contribution changes - FIRE bridge phases -- draw from your ISA while your pension grows untouched until access age - Phased retirement with reduced contributions - Income changes by age (go-go / slow-go / no-go spending phases) - Gifts and phased tax-free cash withdrawals - ISA/Pension Bucket Mode for precise drawdown ordering Save and compare multiple named scenarios side by side. NET WORTH TRACKER Track everything you own and owe across 7 categories: Property, Mortgage, Cash, Investments, Pension, Debts, and Other Assets. See your total net worth, category breakdowns, and trends over time. - Interactive chart with 1M, 3M, 1Y, 3Y, and MAX views - Category filters to isolate pension growth, cash savings, or any single asset - Milestone celebrations at £50k, £100k, £250k, £500k, £750k, and £1m - Net Worth Modeller: project future wealth with per-asset growth rates TAX OVERVIEW - Income tax and National Insurance calculator (England, Wales, Scotland) - Scottish 6-band SRIT support - Pension Annual Allowance tracker with employer/employee split - ISA allowance tracking (£20,000) - Salary sacrifice NI savings - Inheritance Tax projection to age 85 - Capital Gains Tax planning - Retirement tax estimate based on your drawdown plan COUPLE MODE Plan together. Add a partner profile with independent retirement assumptions and see combined projections. BUILT FOR THE UK - PLSA 2024/25 Retirement Living Standards benchmarks built in - UK State Pension rates and rules - Pension access age (55 rising to 57 from April 2028) - UK tax bands and NI thresholds pre-loaded for 2026/27 - Lump Sum Allowance (£268,275) - GBP by default (USD and EUR also available) PRIVACY FIRST All data stays on your device. No account required. No data sent to servers. PIN security with auto-lock. FREE TO START Unlimited accounts and all 6 tabs are visible for free. Premium (£7.99 one-time, not a subscription) unlocks the full retirement modeller controls, Advanced Scenarios, Stress Test, Net Worth Modeller, unlimited snapshot history, dark mode, real-terms charts, IHT/CGT sections, and more. Retirement Needs Calculator -- estimate your monthly spending across 9 categories and compare to PLSA benchmarks, then apply the result directly to your retirement plan. 10-Step Guided Setup Wizard walks new users through every retirement assumption in plain English. No subscription. No renewal. Pay once, own it forever. WealthView is designed for UK residents. Figures use UK tax thresholds, State Pension rules, ISA allowances, pension access age rules, and inheritance tax legislation for 2026/27. WealthView is a planning tool, not financial advice. For personalised guidance, consult a qualified financial adviser.