Your entire financial life,
in one place.
Wealthly tracks your accounts, budgets, portfolio, and dividends — with a native iPhone app and a web companion that always stay in sync.
Available on
App Store
Explore Wealthly
Every side of your money, in one app.
Every stock, ETF, and ticker in your life — with live prices, gain/loss tracking, and an interactive chart that scrubs back through time.
Live prices·Historical chart·Multi-account support
How it works
Three steps to full financial clarity.
- Step 01
Sign up with your email
Create a free account in under a minute.
- Step 02
Add your accounts, budgets, and holdings
Bring in what matters — checking, cards, investments, goals.
- Step 03
See your full financial picture
Everything stays in sync across iOS and web, in real time.