View consolidated financial accounts from multiple institutions in one place. Track personal net worth and compare it to others. Set financial goals and receive progress updates. Share achievements and engage with a community of users.
by Wealthgrade, Inc.★ 4.68 ratingsFinanceFreeData updated 2026-09-06
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds between accounts. Pay bills directly.
Analyze trading charts by snapping or uploading an image. AI identifies technical patterns, indicators, and trends. Get detailed breakdowns of key data points from the .
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds between accounts. Track spending and budgeting.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending limits. Transfer funds between accounts and pay bills directly.
Manage financial assets by linking bank cards, Alipay, WeChat, and cash wallets. Track liabilities and net assets with detailed statistics. Organize expenses using two-level classifications and custom icons.
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set up alerts and manage budgets. View spending patterns and receive account updates in real time.
Track account balances, view transactions, and monitor net worth. Set and adjust budgets. Access mortgage preparation tools and financial goals. Sync data across devices and receive alerts for spending trends.
Check rates between in real time with global synchronization. Calculate conversions instantly. Access real-time rates from top 10 banks including ICBC, CCB, ABC, BOC, BOCOM, CMB, CITIC, SPDB, CIB, and CEBB.
Track daily expenses and savings with customizable budgets. Log transactions, set spending limits, and receive reset reminders. Export transaction history in HTML or CSV.
Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check photos. Set balance alerts and manage account settings securely.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending limits. Track expenses and budgets.
Calculate investment returns for SIP and plans. View detailed growth projections with charts and tables. Input personal details to customize investment scenarios. Track financial goals and monitor progress over time.
Track daily and monthly account balances across three categories: on-hand, operating cash, and net . Monitor financial progress without recording individual transactions.