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Now with Ask Wealthly AI

Your money, explained.

Wealthly tracks every account, dividend, and dollar — and answers your money questions in plain English. iPhone app, web companion, always in sync.

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ChaseBank of AmericaWells FargoCitiCapital OneAmerican ExpressRobinhoodFidelityCharles SchwabVanguardE*TRADEApple CardSoFiCoinbaseAllyUSAAChaseBank of AmericaWells FargoCitiCapital OneAmerican ExpressRobinhoodFidelityCharles SchwabVanguardE*TRADEApple CardSoFiCoinbaseAllyUSAA
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Cash Flow
Export
This Month
+$320.73
In$9,066.85
Out$8,746.12
Flow
Income flowing to spending categories
Hover to isolate
Income$9,066.85Bills & Utilities$3,698.57Travel$1,351.60Shopping$827.42Other$643.01Food & Dining$534.00Misc$551.00
Top flows
  • Bills & Utilities
    $3,698.57
  • Travel
    $1,351.60
  • Shopping
    $827.42
  • Other
    $643.01
Cash Flow

See where every dollar actually goes.

An interactive Sankey diagram traces income on the left to expenses on the right — at a glance, you’ll see where money is leaking and where it’s pooling. Hover any category to isolate its flow. Switch time-periods and watch the layout reshape.

  • Interactive Sankey — try it on the right
  • Income vs. expense, by category
  • Export PDF, PNG, CSV on Premium
Net Worth

Your whole financial life. In one number.

Every account — checking, credit cards, mortgages, brokerage, retirement, even tangible assets — rolls into a single net-worth line, tracked daily. Three views in one: Overview for today, Retirement for the long arc, Scenarios for the what-ifs. Try the tabs on the right.

  • 1M / 3M / 6M / YTD / 1Y / All views
  • Grouped by type — Cash, Investments, Loans, Assets
  • Retirement projection + Monte Carlo scenarios
Net Worth
$290,342.86
+$2,450.30·Past Month
$Cash
2 · $22,108.40
  • M
    Online Savings ··21
    Marcus by Goldman Sachs
    $19,847.62
  • C
    Total Checking ··47
    Chase
    $2,260.78
↑Investments
3 · $180,674.96
  • F
    401(k) ··21
    Fidelity
    $108,754.92
  • V
    Roth IRA ··45
    Vanguard
    $59,432.18
+ 4 more accountsInvestments · Credit Cards · Loans
Weekly Recap

Last week, in one number.

Every Monday, Wealthly opens with one signal about your last seven days — a category that crept up, a forgotten subscription, an unusually big paycheck. The deltas tell you what changed without scrolling a single transaction. Switch weeks on the right.

  • Auto-generated every Monday morning
  • Week-over-week deltas highlight what shifted
  • “Where it went” Sankey — same data, different lens
May 18 – May 24
Done
Last Week
You earned
+$4,255.51
more than the week before.
Where it went
−$3,823.11
Income$4,469.14Bills & Utilities$2,000Travel$580Food & Dining$500Groceries$420Other$323
  • Bills & Utilities−$2,000.00$42.18
  • Travel−$580.00$280.00
  • Food & Dining−$500.00$250.52
  • Groceries−$420.00$27.77
  • Other−$323.11$18.40
$95,586.78
+$4,356.65(+4.78%)Past Month
Holdings
Market Value
  • N
    NVDA
    22 shares
    $31,684.50
    +114.08%
  • V
    VOO
    62 shares
    $34,820.40
    +21.75%
  • AAPL
    75 shares
    $15,420.30
    +37.07%
  • O
    O
    220 shares
    $13,661.58
    −11.29%
Portfolio & Dividends

Holdings, dividends — one portfolio.

Track every stock, ETF, and dividend in one place. Swap between Holdings and Dividends in the same view — live prices, gain/loss, and a 12-month forecast that shows exactly when each payment lands. Try the tabs on the right.

  • Live prices · gain/loss · per-row sparklines
  • Annual dividend income · yield · $/day
  • 12-month forecast with coming-up countdowns
  • DRIP-aware — reinvested dividends auto-detected
Wealthly Premium

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