Wealthbeat

WealthBeat is portfolio analysis for self-directed investors.

Connect every account you own — banks, brokerages, crypto — and see your full portfolio in one place. Track net worth, holdings, allocation, and performance without bouncing between apps and spreadsheets. Our AI catches what you'd miss on your own: concentration risk, drift, gaps, and patterns across accounts.

Built for people who want clarity, not another product selling them a managed service.

What you get
• One connected view of banks, brokerages, and crypto
• Portfolio analysis across holdings, allocation, and trends
• AI insights that surface what a spreadsheet won't
• Spending, investing, and debt context when you need it
• Secure account linking

Just clear analysis. Every decision stays yours.

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