WealthView USA-Finance Tracker

WealthView — Net Worth & Retirement Planner

Track every dollar. Plan your retirement. Know your number.

WealthView gives you a complete picture of your financial life in one place — your home, savings, investments, 401(k), debts, and more — and shows you exactly where you stand and when you can retire.

TRACK YOUR NET WORTH Add all your accounts across every category: real estate, mortgage, brokerage, 401(k)/IRA, HSA, cash, and other assets. Your net worth updates instantly as you make changes. A live chart shows your wealth over time with snapshot history to track your progress.

PLAN YOUR RETIREMENT Set your retirement age, target income, Social Security amount, and claim age (62, 67, or 70). WealthView projects your portfolio through retirement, showing your year-by-year balance, when your nest egg runs out, and whether you're on track. Adjust for inflation with real-terms projections. Model pension or annuity income alongside Social Security.

UNDERSTAND YOUR TAXES See your federal income tax, effective rate, estimated take-home pay, and FICA (Social Security + Medicare) at a glance. Track your 401(k) contribution against the IRS annual limit. Plan your HSA contributions with the triple-tax-advantage tracker. Model your estate tax exposure and long-term capital gains position.

NET WORTH MODELER Project the impact of mortgage overpayments, investment contributions, or lump sum deposits on your future net worth. See how small changes today compound into significant wealth over time.

SCENARIO PLANNING Run stress tests and compare retirement scenarios side by side. Model life events — career changes, windfalls, large purchases — and see how they affect your retirement date and nest egg.

FREE TO USE WealthView is free with unlimited accounts, net worth tracking, retirement chart, and tax overview. Upgrade to Premium ($9.99 one-time) to unlock all retirement controls, full year-by-year breakdown, Net Worth Modeller, unlimited snapshot history, inflation-adjusted projections, and full tax planning tools.

Try Premium free for 48 hours — no payment required.

One-time payment. No subscription. No ads. Your data stays on your device.