Real-Time Tracking
Monitor your accounts, trades, and assets with live price updates and instant profit calculations.
Secure & Private
Your financial data is encrypted and stored securely. We never share your information with third parties.
Smart Analytics
Advanced FIFO calculations, tax-aware reporting, and comprehensive performance metrics to optimize your portfolio.
Everything You Need to Manage Your Wealth
Powerful features designed for serious investors and traders
Multi-Account Management
Track bank accounts, investment accounts, crypto wallets, and more. Support for multiple currencies with automatic conversion.
Advanced Trade Tracking
Swing trading and long-term positions with FIFO profit calculations. Real-time price updates and profit/loss tracking.
Asset Portfolio
Track real estate, gold, silver, jewelry, art, and other hard assets. Monitor valuations and allocation across asset types.
Comprehensive Dashboard
Visualize net worth trends, profit analysis, account balances, and asset allocation with interactive charts and graphs.
Tax & Performance Reports
Generate tax reports with realized gains/losses and dividend income. Performance reports with win/loss ratios and returns.
Import & Export
Import trades, accounts, and assets from CSV files. Export your data in CSV or JSON format for backup and analysis.
Goal Tracking
Set financial goals and track your progress. Monitor net worth targets, savings goals, and investment milestones.
Income Streams
Track salary, dividends, interest, and other income sources. Support for recurring income with frequency tracking.
Smart Alerts
Get notified of low account balances, profit milestones, and important portfolio changes. Customize alerts to your preferences.
Why Choose Wealthlens?
Accurate Profit Calculations
Industry-standard FIFO (First In, First Out) method ensures accurate profit tracking and tax reporting.
Real-Time Market Data
Live stock prices and crypto rates keep your portfolio valuations up-to-date automatically.
Complete Privacy
Your data stays on your servers. No third-party sharing, no data mining, complete control.
Powerful Analytics
Deep insights into your portfolio performance, trends, and opportunities for optimization.
Perfect For
- •Active traders tracking swing trades
- •Long-term investors managing portfolios
- •Multi-asset portfolio managers
- •Tax-conscious investors
- •Anyone serious about wealth management