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 balance alerts and manage budgets. Track spending patterns and receive account statements.
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 from the .
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set balance alerts and manage spending limits.
Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set up alerts for account activity. Transfer funds between accounts. Pay bills directly.
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for balance changes and spending thresholds. Manage budgets and view spending patterns over time.
Create a zero-based by assigning a job to every dollar. Set up multiple funds to track financial goals. Share funds with others. Schedule automatic recurring expenses and income. Customize expense categories. Sync data across devices using iCloud.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets. Track spending patterns and receive financial insights.
Recurring payments and in one place. Set up custom templates for different services. Receive alerts for upcoming payments, due dates, and cancellation options. Manage trial periods and control payment schedules.
Create a by answering simple questions. The generates a customized, comprehensive in 15 minutes. Include sections like executive summary, market analysis, and financial projections. Export as PDF or share directly.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check images. Set alerts for account activity. Manage budgets and track spending patterns.
Calculate investment growth with year-by-year simulations and final result projections. Determine time needed to reach goals and required annual contributions. Compute simple interest. Store results and view detailed charts for analysis.
Track income and expenses across multiple accounts. Set budgets and monitor spending. View net worth and investment portfolios. Schedule and automate transfers. Receive alerts for account activity. Generate reports and set financial goals.
Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set balance alerts and customize notifications. Manage bills, transfers, and card security remotely.
Upload a chart screenshot to analyze visual patterns and identify potential buy or sell signals. Supports crypto, forex, and stock charts. Provides AI-based insights for decisions. Requires a paid subscription for full features.