Stocks, bonds, real estate, private equity, venture capital, crypto, and cash — tracked across every entity, trust, and account. Start by dragging in one statement. Nothing is stored on our servers, and there's no account to create.
Schwab has your stocks. Carta has your venture deals. Your accountant has the K-1s. The real estate is in a trust. The crypto is on Coinbase. And the only place it all comes together is a spreadsheet that's already out of date.
Wealth brings every holding, every entity, and every asset class into a single private dashboard — without uploading your financial life to someone else's server.
Most portfolio tools stop at stocks and bonds. Wealth tracks the entire picture.
No account. No linking. No manual entry. Drag in one file to see how it works — then bring in everything you've got.
Any recent brokerage or bank statement you already have — PDF, CSV, or Excel. One file is enough to see how this works. Don't have one handy? Download 30 sample documents and use those instead.
Wealth reads every position, cost basis, and transaction — nothing to type, even from complex multi-account PDFs. Document text goes to Google's Gemini API for extraction and nothing else. It never touches our servers.
Go pull every statement you can find — brokerage, bank, funds, capital calls, K-1s. Select them all at once or drop in a zip and Wealth works through the pile. Real estate and private companies get added by hand, with automatic property valuations.
Tired of downloading statements one at a time? Open Schwab, E*TRADE, Carta, or Morgan Stanley inside the app and log in the way you normally would — Wealth captures your positions and documents as you browse. No Plaid, no third-party access, and your password goes straight to your broker.
Institutional-grade analytics you'd expect from a family office — in a free desktop app.
Time-weighted and money-weighted returns for every holding, entity, or your total portfolio. Benchmark against the S&P 500 or bonds.
Interactive breakdown by asset class, sector, or entity. See exactly how you're positioned — consolidated or per-entity.
Dividends, interest, distributions, and capital calls — all tracked with projected income forecasts.
Separate trusts, LLCs, personal accounts, and family members. View each individually or roll up into a consolidated net worth.
Upload complex brokerage statements and AI extracts every position. Three-pass deep extraction handles multi-account PDFs with reconciliation.
Export any view as a clean, branded PDF report. Perfect for advisors, accountants, or your own records.
Chat with an AI that has full context on your holdings, allocations, and performance — across every entity. It can even search the web for market data to inform its answers.
Entirely optional. Only activated when you ask a question. A summary of your holdings is sent to answer the query — never stored on any server.
Every portfolio aggregator on the market keeps your complete financial life on their servers. Wealth is built the other way around — your holdings, documents, and records live on your hard drive and nowhere else.
Holdings, valuations, and documents are stored in an encrypted database on your hard drive. Not on our servers. Not in any cloud. There is no copy of your portfolio anywhere else.
Nothing is sent unless you start it. When you import a document, its text goes to Google's Gemini API for extraction — never to our servers — and Google doesn't train on it.
No Plaid, no Yodlee, no third-party data access sitting between you and your accounts. When you connect a portal you log in directly — we never see your password, and there's nothing to remember to revoke later.
No sign-up, no email address, no personal information — ever. Download it, install it, and start. We couldn't identify your portfolio if we wanted to.
The full picture: Market prices are fetched using ticker symbols only, so your positions are never sent. Document parsing and AI chat send data to Google's Gemini API only when you start them. The app also sends anonymous usage stats — app version, launches, and which features are used — so we can improve it. This never includes your holdings, balances, account names, or documents, and you can switch it off anytime in Settings.
All data shown is synthetic — generated for demonstration purposes.
Interactive donut chart breaks down your portfolio by asset class, entity, or custodian.
Track trusts, LLCs, personal accounts, and family members — each with their own holdings and performance.
Drill into any asset class to see individual positions, values, day changes, and portfolio weight.
Download Wealth for free. No account, no credit card, no data collection. Just install and go.
Please read before you download. Wealth is early-access software provided as is, with no warranty of any kind. It is not financial, tax, or legal advice and is not a statement of account. Figures — including anything generated by AI — may be inaccurate, incomplete, or out of date, and must be verified against your official statements. You are responsible for your own backups. You use this software entirely at your own risk and accept sole responsibility for every decision you make with it. Tikuno Media LLC accepts no liability for any damages of any kind. See the License Agreement and Privacy Policy.