Wealth Ledger: Asset Tracker

🌎 TRACK STOCKS, CRYPTO & CUSTOM ASSETS
Built natively for investors trading in both USD and CAD.

Track live stock quotes, ETFs, and Cryptocurrency.

Add Custom Assets to manually track unlisted investments like real estate, private equity, or physical metals.

Track individual cash balances in both currencies simultaneously.

⚙️ INSTANT CSV TRANSACTION IMPORTS
Stop wasting time typing in every single trade. Wealth Tracker features a powerful, automated import engine to bring in your entire trading history in seconds.

Native Broker Support: Tailored, flawless parsing for Interactive Brokers and Wealthsimple statements, automatically capturing complex transactions like split currencies, broker interest, and cash transfers.

Custom CSV Wizard: A flexible import tool that lets you map out spreadsheet columns from any other brokerage or custom file format.

Smart Duplicate Detection: Seamlessly scan new files without cluttering your data—the app automatically filters out transactions you’ve already imported.

📈 ADVANCED PORTFOLIO MANAGEMENT
Manage everything from a high-level view or drill down into the details of individual accounts.

Create multiple independent Portfolios (e.g., TFSA, RRSP, Margin) and view your total net worth from a unified Global Dashboard.

Goal-Based Sub-Portfolios: Divide a single account into specific goals (e.g., splitting a TFSA into a "House Downpayment" fund and a "Retirement" fund). Assign reference cash to each sub-portfolio so your money never gets mixed up.

Set target allocation percentages for your holdings.

Set specific Trim Limits so you know exactly when an asset has grown too large and it is time to rebalance.

💰 GLOBAL DIVIDEND TRACKING
Take control of your passive income streams.

Set up recurring dividends to automate your income tracking.

Use the Global Dividends dashboard to aggregate and view your total dividend income across every single portfolio you manage.

⚙️ HANDLE COMPLEX CORPORATE ACTIONS
Unlike basic trackers that break when a company changes, Wealth Tracker lets you keep your historical data perfectly intact.

Easily record and process Stock Splits.

Log Company Mergers.

Rename Ticker Symbols without losing your past transaction history.

🔒 100% PRIVATE & SECURE
Your money is your business. Wealth Tracker stores everything locally on your own device.

No forced bank account linking.

No cloud servers harvesting your financial data.

Safely export data to CSV for your accountant, or create full database backups to restore at any time.

Take control of your investments with a tracker built for privacy and performance. Download Wealth Tracker today.