Evolve: Habits & Goal Tracker

Wealth Compass is a private, local-first personal finance dashboard that helps you understand your net worth, cash flow, investments, crypto assets, and liabilities in one place.

Build a clear picture of your finances:

• View net worth, cash balance, investments, and crypto at a glance
• Track income and expenses with categories and visual trends
• Schedule recurring transactions and receive optional local reminders
• Monitor stock, ETF, and cryptocurrency holdings
• Review cost basis, profit and loss, and portfolio allocation
• Track liabilities alongside your assets
• Follow net-worth history with automatic local snapshots
• Convert values using cached ECB reference exchange rates
• Hide sensitive amounts instantly with Privacy Mode
• Protect the app with Face ID or Touch ID
• Export, import, and delete your local data whenever you choose

Your financial records stay on your device. Wealth Compass does not require an account and does not store your portfolio or transaction history on developer-operated servers.

Optional market-price updates use API credentials that you provide. Credentials are stored securely in the iOS Keychain.

Wealth Compass is an informational tracking tool. It does not connect to financial institutions, execute trades, provide financial advice, or guarantee the accuracy of third-party market data.