Track expenses and categorize transactions. View net worth by linking accounts securely. Access daily AI-driven insights on portfolio performance. Set savings and investment goals. Automate debt repayment strategies.
by WealthZero, LLC★ 4.08 ratingsFinanceFreeData updated 2026-09-06
Track net across categories like banking, investments, and loans. Add custom categories and view trends with detailed charts. Compare current net to previous months. Set savings and investment goals. Secure financial data stays on the device.
Manage investments with AI-driven insights and personalized financial tools. Access elite investment opportunities and expert networks. Set financial goals, track performance, and adjust portfolios. View transparent pricing and transaction history.
Track stocks, cryptocurrencies, and dividends with real-time data and market insights. View performance, set price alerts, and receive financial news. Manage multiple assets and analyze historical trends.
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.
The app allows users to open a Giving Account, recommend grants, and monitor contributions. Users can view investment selections and set up future grant recommendations.