Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.
Track assets, monitor net worth, manage investments
Track investment portfolios with real-time updates and net worth aggregation. Add assets like stocks, ETFs, real estate, and collectibles. Visualize holdings in a single dashboard. Monitor net worth 24/7.
Calculate investment returns using formulas. Input initial amount, monthly contributions, and time frame. Visualize growth with charts and graphs. Set financial goals and track progress over time.
Open accounts and in U.S., Nigerian, and international stocks and ETFs. 5,000+ securities. View portfolio performance. Set investment goals. Securely manage funds. Deposit and withdraw money. Track market trends. Receive real-time updates.
Connect with Wealth via phone, email, or Facetime for personalized financial guidance. Read and share evidence-based investing articles. Watch educational interviews and documentaries on investment topics.
Manage investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.
Shake to Win allows users to earn entries by making contributions or completing actions. Users can check account balances, view investment performance, and set up recurring contributions.