Be in charge of your money

Stocks, ETFs, funds — all in one place.

Know where you stand and learn where to go next.

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Free 14-day trial. No credit card required.

Wealthie dashboard
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Group your holdings

Create custom groups of holdings and compare their performance.

Separate your funds, ETFs, and stocks to stay in control of asset allocation.

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Compare everything with anything

Compare your portfolio and groups against stocks, ETFs, and funds.

Check return percentage or simulate purchases based on your cost over time.

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Get a clear picture of your contributions

See historical transactions and how they affected the value of your portfolio.

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Know why things changed

Investigate spikes, see historical news headlines for any of your holdings.

Ready to give it a go?

Try now

Free 14-day trial. No credit card required.