WealthWatch

Stop juggling spreadsheets. WealthWatch pulls every bank, brokerage, retirement, and crypto account into one net worth number. with cost basis and tax done for you!

WealthWatch is the portfolio tracker built by someone who actually uses one. Pull together every account (bank, brokerage, TFSA, RRSP, FHSA, 401(k), IRA, Roth IRA, real estate, crypto) into one net worth number. Updated live.

Built for self-directed investors in Canada and the US first; UK and Australia foundation included.

WHAT'S INCLUDED FOR FREE

• Net worth across every account, currency, and asset class • Holdings dashboard with consolidated positions across brokers • Dividend tracking: calendar, ex-dates, cumulative income • ACB / cost-basis tracking with superficial-loss detection (Canada) • Cost-basis + wash-sale detection (US) • Contribution-room tracking across TFSA, RRSP, FHSA, 401(k), Roth IRA, HSA • Multi-currency net worth with daily FX • Tax-aware reports covering capital gains, eligible vs ordinary dividends, foreign withholding • FIRE calculator + retirement projections

WHAT PRO ADDS ($4.99/MONTH, AUTO-RENEWING)

• Strategy Analytics. Options structures across your holdings, scored on IV rank, days to earnings, position size. For your own research, not financial advice. • Portfolio Perspectives. Buffett DCF, Graham, Lynch, Greenblatt lenses on your holdings as educational analysis frameworks. • Options Lab. Multi-leg builder for iron condors, verticals, diagonals. Payoff diagrams. Greeks. • Risk Analytics. VaR, sector concentration, correlation matrix. • Performance Analytics. Trade-by-trade P&L with MFE/MAE, win rate, edge vs SPY/QQQ. • Natural-language portfolio chat. Ask "what's my YTD dividend in CAD?" and get answers from your real data. • Tax optimization. Tax-loss harvesting, asset location, contribution priority.

PRIVACY-FIRST

• Read-only broker connections. We cannot move your money. • Encrypted at rest, TLS in transit • No ads, no data sales, no AI training on your transactions • Delete your account and all data with one click

WealthWatch is not a registered investment advisor and does not provide personalized financial, tax, or investment advice. All analytics are illustrative and based on user-imported data. Users are responsible for their own investment decisions.

Subscription auto-renews monthly at $4.99 USD unless cancelled at least 24 hours before the renewal date. Manage or cancel in iOS Settings, Apple ID, Subscriptions.

Privacy Policy: https://wealthwatch.ai/privacy Terms of Use (EULA): https://wealthwatch.ai/terms