Live — AI-powered wealth intelligence platform

Your Entire Wealth.
One Intelligent Dashboard.

The private wealth dashboard for investors managing real assets — stocks, property, crypto, and more. One number. Always accurate.

100% Private AI-Powered Free to Start
Built for investors and professionals managing real wealth · 🔒 Your data never leaves your device · Trusted by investors in 40+ countries
WealthOS — Portfolio Overview
Net Worth
$6.47M
↑ +$148k this month
All-Time Return
+34.2%
↑ +$1.63M gain
Best Asset
NVDA
↑ +127% return
Goal Progress
64.7%
to $10M target
Stocks · Real Estate · Crypto · Alt · Cash

For investors who have outgrown spreadsheets.

6
Asset classes
$0
To get started
100%
Private by default
2 min
To your first view
What It Does

Intelligence, not just tracking.

WealthOS doesn't just show you numbers. It tells you what they mean.

Unified net worth
Six asset classes. One accurate number. Updates live.
Portfolio intelligence
Concentration risk, overexposure, and gaps — surfaced automatically on every session.
Wealth projection
Three-scenario 10-year forecasts, calculated from your actual asset mix — not generic benchmarks.
Private by default
All data lives in your browser. No servers, no third parties, no breach surface.
How It Works

Up and running in minutes.

01
Add your assets
Name, value, cost basis. Any asset class. No bank connection needed.
02
See your net worth
Total wealth calculates immediately — broken down by class, allocation, and performance.
03
Intelligence runs automatically
Analysis, alerts, and projections run on every load. Nothing to configure.
Pricing

Simple, transparent pricing.

Start free. Upgrade when your portfolio demands more.

Free
$0/mo
Try the platform. No credit card required.
  • Track up to 5 assets
  • All 6 asset classes
  • Live net worth dashboard
  • Basic allocation chart
Pro
$49/mo
The complete platform for serious investors.
  • Unlimited assets
  • Portfolio intelligence
  • Automated risk alerts
  • 3-scenario wealth projection
  • Market intelligence feed
  • Quarterly wealth reports
  • JSON data export
Private
$99/mo
For family offices and principal investors.
  • Everything in Pro
  • Portfolio stress testing
  • Multi-user access
  • Advisor sharing portal
  • PDF report export
  • Priority support
FAQ

Frequently asked.

Where is my data stored?▼
Entirely in your browser, via localStorage. Nothing is sent to any server. We have zero access to your data — and neither does anyone else.
What asset types are supported?▼
Stocks, ETFs, real estate, cryptocurrency, art, watches, cash, and savings. WealthOS was built for multi-asset portfolios — not retrofitted from a stock tracker.
What does Pro include beyond Free?▼
Free tracks up to 5 assets with a basic dashboard. Pro removes that limit and adds AI intelligence, risk alerts, projections, market updates, quarterly reports, and data export. Private adds stress testing, multi-user access, and advisor sharing.
Does it connect to my brokerage or bank?▼
No — values are entered manually. No account credentials ever required. Brokerage sync is on the roadmap.
Ready when you are

Your exact net worth.
Right now.

One dashboard. Every asset class. Portfolio intelligence included. Free to start.

Welcome back
Sign in to your WealthOS account.
No account? Create one free
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WealthOS
S&P 5005,234.18+0.82%
NASDAQ16,428.82+1.14%
BTC68,420+2.31%
ETH3,481-0.44%
GOLD2,312+0.18%
10Y4.32%-0.03
LIVE
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Portfolio
PRIVATEOverview
All Assets0
Net Worth
History
Asset Classes
Stocks
Real Estate
Crypto
Alternatives
Cash
Intelligence
Intelligence
Reports
Q1 Report
Share
Settings

Portfolio Overview

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Total Net Worth
$0
+$0this month
All-Time Return
+0%
Total Assets
0
Best Performer
—
Worst Performer
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Target Net Worth
$10,000,000
Progress
0%
Net Worth Trend12 months
Allocation
Top Holdings
AssetTypeValueReturnWeight
Net Worth
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Daily Change
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Largest Asset
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Best Performer
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Risk Level
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Market Sentiment
For informational purposes only. Not financial advice.
AI Wealth Intelligence
LIVE · AUTO-UPDATED
AI Risk Alerts
AI Market Intelligence
PRO
AI Panic Mode — Stress Test
Private Feature
See your portfolio under worst-case conditions.
Net Worth Projection 10-year · 3 scenarios
Scenarios based on asset-weighted growth rates. Not financial advice.

Net Worth History

Your wealth tracked over time

Net Worth Over Time
Snapshots
Key Stats

All Assets

Complete portfolio inventory

AssetCategoryCost BasisCurrent ValueGain / LossWeight

Net Worth Timeline

Historical wealth progression

Wealth Over Time
Milestones
By Asset Class

Stocks & Brokerage

Equities portfolio

Real Estate

Property portfolio

Crypto Assets

Digital asset holdings

Alternatives

Art, watches, collectibles

Cash & Savings

Liquid assets and deposits

Wealth Report

Quarterly portfolio intelligence briefing

PRIVATEWEALTH OS
Q1 2025 Portfolio Report
Generated: —
NET WORTH
$0
Performance Summary
Asset Allocation
Top Holdings
AssetValueReturnWeight
Risk Assessment

Settings

Profile and preferences

Data Privacy
Your data is private and only accessible to you
All portfolio data is encrypted in transit and stored securely in your private database. Row Level Security ensures no other user can ever query, read, or modify your assets — even with direct database access. WealthOS never sells or shares your financial data.
ENCRYPTED
In transit & at rest
ROW LEVEL
Security enforced
ZERO SHARING
Never sold or shared
Profile
Portfolio Stats
Export Data
Join the Waitlist
Be the first to know when WealthOS launches. No spam — just one email when we're ready.
1,200+ people on the waitlist
Import Assets from CSV
Drop a CSV file here or click to upload
Supports .csv and .txt files
Name, Category, Value, Cost, Ticker, Location
Apple Inc, stock, 247000, 180000, AAPL, Schwab
Manhattan Apt, real_estate, 2100000, 1800000, -, New York
Bitcoin, crypto, 85000, 42000, BTC, Coinbase
-- or paste CSV data below --
Preview (0 assets)
NameCategoryValueCost
You are viewing a shared read-only portfolio.
Step 1 of 5
Welcome to WealthOS
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Add to Home Screen
Install WealthOS as an app for faster access and offline use.
Portfolios
Switch between portfolios. Each is stored independently in your browser.
Keyboard Shortcuts
Add new assetN
Search assetsS
Go to OverviewG then O
Go to All AssetsG then A
Go to HistoryG then H
Open AI ChatC
Generate ReportR
Show shortcuts?
Close anythingEsc
Shortcuts active when no input is focused
WealthOS AI
Your personal portfolio intelligence
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Hi! I can analyse your portfolio and answer questions about your wealth. What would you like to know?