Track, analyze, and grow your portfolio with the tools that match your ambition.
View your money. Track what you have.
Plan your future. Grow your wealth.
See exactly what you get with each plan.
| Feature | Free | Pro |
|---|---|---|
| Track Your Money | ||
| Accounts | 3 | Unlimited |
| Net worth dashboard | ||
| Crypto & stocks tracking | ||
| Manual asset entry | ||
| Budget categories | 5 | Unlimited |
| Currencies | 1 (USD) | 51 |
| Languages | English | 9 |
| Plan Your Future | ||
| FIRE calculator | ||
| Monte Carlo simulations | ||
| Property dashboard | ||
| Commodities tracker | ||
| Goals & milestones | ||
| Debt payoff planner | ||
| Cashflow forecasting | ||
| Dividend tracker | ||
| Benchmark comparison | ||
| Intelligence & Exports | ||
| AI insights | 3/month | Unlimited |
| Tax reporting | ||
| PDF/CSV exports | ||
| Price alerts | 1 | Unlimited |
| Security & Support | ||
| 256-bit encryption | ||
| Email support | ||
Everything you need to know about our plans.
Yes, you can upgrade or downgrade your plan at any time. When upgrading, you'll be prorated for the remainder of your billing cycle. When downgrading, the change takes effect at the start of your next billing period.
Yes! Every new account gets a 7-day Pro trial with full access to all features. No credit card required. After the trial, you keep the Free plan or upgrade to Pro.
We accept all major credit and debit cards (Visa, Mastercard, American Express), as well as Apple Pay, Google Pay, and bank transfers via Stripe.
Absolutely. There are no long-term contracts or cancellation fees. You can cancel your subscription at any time from your account settings, and you'll retain access until the end of your billing period.
Your security is our top priority. We use 256-bit AES encryption, are SOC 2 compliant, and never store your exchange or brokerage credentials. All connections use read-only API access.
We offer a 30-day money-back guarantee on all paid plans. If you're not satisfied, contact our support team within 30 days of your purchase for a full refund.
Join thousands of investors who trust WealthView to track and grow their wealth.