Best Wealth Power Financial Tracker Apps

5.0(7 ratings)

FreeIn-App Purchases

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This app helps you budget, save, and understand your spending habits. It provides a clear overview of your finances, including cash on hand, income, and expenses, to prevent overspending and guide you toward financial success. Set budgets, track goals, and receive payment reminders.

Stifel Wealth Tracker by Stifel Financial Corp.

Strong Contender

3.2😞(183 ratings)

Free

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

What We Love

👍 Intuitive UI and navigation
✅ Improved stability recently
💡 Great idea for wealth management
📊 Helpful for viewing balances
✨ Nice visual appearance

Room to Improve

🐛 Woefully basic and buggy
📉 Limited functionality
🐌 Slow to load
❌ Inaccurate account balances
🚫 Can't view individual stock info
😩 Tiring multi-factor authentication
😵 Confusing display
📱 Text too small
🚧 App still in beta
⚠️ Not trustworthy
👎 Old app and website much better

NerdWallet: Smart Money App by NerdWallet

Track, Save & Invest

Worth Considering

Plan, save, invest, retire

4.8😐(125K ratings)

FreeAds

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This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

What We Love

💡 Helpful financial insights
👍 User-friendly interface
🚀 Comprehensive account tracking
💡 Personalized recommendations

Room to Improve

🐛 Frequent connection issues
🐛 Inaccurate account balances
🐛 Unreliable account linking
🐛 Inconsistent transaction categorization

More Wealth Power Financial Tracker apps to explore

Empower ®

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

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Richify AI Financial Wellbeing

Net Worth & Retirement Tracker

8FIGURES: Portfolio Tracker

AI Investment Advisor

AI-driven investment insightsReal-time portfolio and net worth trackingLink bank accounts, brokers, and crypto wallets

This app provides AI-driven insights for smarter investing and portfolio management. It tracks net worth, analyzes diversification, and offers actionable alerts to help users grow wealth and manage risks effectively.

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Wealthfolio: Private Finance

Local-first Investment Tracker

Investment trackingNet worth calculationBudgeting tools

Manage your investments, net worth, budget, spending, and financial goals in a private, beautifully designed personal finance tracker. Gain smart insights into your financial health with an AI assistant and an open-source, community-driven approach.

getquin - Portfolio Tracker

(5)

free

Track Investments & Dividends

Real-time portfolio trackingAggregated net worth monitoringDividend calendar and forecasts

Track all your investments, from stocks and ETFs to real estate and collectibles, in one place. Monitor your net worth in real-time, analyze performance with detailed breakdowns, and plan for future cash flows with a dividend calendar. Connect with a community of investors for insights and feedback.

(356)

Net Worth Tracker - WealthLog

Savings & Financial Calculator

Manual net worth trackingNo bank logins requiredAutomatic net worth calculation

Manually track your assets and liabilities to understand your complete financial picture. Automatically calculate your net worth and monitor wealth growth with customizable charts and insights. Set financial goals and receive reminders to stay on track.

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Net Worth Tracker - Wealth Up

Private wealth & FIRE tracker

Private wealth trackingManual asset and debt entryIncome and expense tracking

This app allows you to track your assets, debts, income, and expenses privately without linking bank accounts. It provides flexible planning tools for long-term wealth goals and financial independence scenarios, with data export options.

Quantik - Net Worth Tracker

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All your wealth in one place

Iron Wealth: Net Worth Tracker

Net Worth, Budget & Goals

Unlimited account tracking (checking, savings, investments, crypto)Real-time net worth and portfolio distributionCustomizable transactions, budgets, and spending alerts

Track, save, and grow your wealth with this personal finance companion. Manage accounts, budgets, and savings goals with insightful reports and advanced planning tools. Securely store your data locally with optional cloud backup.

(3)

NetWorthly - Net Worth Tracker

Track wealth & FIRE goals

All-in-one asset trackingCategorize various assetsAutomatic real-time updates

This app helps you manage and grow your wealth with an all-in-one tracking system. Visualize your financial health with interactive charts and automatic updates across devices. Take control of your financial future with a modern and stress-free approach.

Wealth Portfolio Tracker

Single page portfolio viewSimplified designResearch access

Track your family's wealth with a simplified portfolio view and analytics. Access research, blogs, and news all in one place. Designed for easy financial overview.

by Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

WealthTrunk: Net Worth Tracker

(37K)

free

Personal Finance & Money Goals

Track net worth and account growthOrganize accounts by family memberGenerate professional PDF reports

Organize and track your complete net worth, including all accounts and family members. Generate professional reports, project your financial future, and share summaries securely. Designed for privacy and clarity on Apple devices.

(25)

Wealth · Portfolio · Trade

NOVOX – Wealth Tracker

Connect bank and brokerage accountsReal-time net worth trackingAuto-categorized spending analysis

Connect your financial accounts to automatically track spending, net worth, investments, and real estate. Gain clarity on your financial life with an intelligent dashboard and AI-powered insights. Plan your future with goal tracking and financial health scores.

(1)

Net Worth Tracker - NetWorth

Wealth Tracker. Total Privacy.

Complete Net Worth Command CentreBulk Update in Under 60 SecondsLive Market Prices

Manually track your global assets and financial independence with a professional-grade dashboard. This app prioritizes your privacy with local data storage and no bank connections. Model your path to financial freedom with detailed planning tools.

Net Worth Tracker : Vaultly

Track wealth privately

Net Worth Tracker - NetTrack

Wealth, Investments & Budget

Automatic account syncingNet worth trackingEnvelope-style budgeting

Consolidate all your financial accounts into one dashboard to monitor assets, liabilities, and investments. Create budgets, track spending in real-time, and analyze cash flow with AI-powered insights. Securely sync accounts for accurate, up-to-date financial health.

(15)