WealthLog: Portfolio Tracker
এপত কৰা ক্ৰয়
সকলো
info
০+
ডাউনল’ড
এই এপ্টোৰ বিষয়ে
WealthLog is a manual investment portfolio and net-worth tracker that keeps your financial picture private. It never asks for bank passwords and never connects to brokers — you enter your holdings yourself and everything stays on your device.
WHAT IT DOES
• Track investment accounts: brokerage, retirement, bank, property, crypto and loans
• See your net worth per currency — values in different currencies are kept separate, never silently converted
• Asset allocation donut with target-vs-actual drift, so you can see when you're off your plan
• Rebalance Drift screen with suggested buy/sell amounts to return each asset class to its target
• Record dividends, including reinvested (DRIP) shares that update your average cost basis
• Monthly net-worth snapshots with month-over-month change
• Cash-flow log for deposits, withdrawals, interest and fees
• Savings and net-worth goals with progress tracking
• Import your existing holdings from a CSV (Sharesight export, a broker export, or any spreadsheet) with a simple column-mapping step
• Export your holdings to CSV and back up everything to a JSON file
• Exact decimal money math — your totals never drift by fractions of a cent
• Works fully offline. Your data stays on your device.
WHO IT'S FOR
• Long-term index investors who track several accounts by hand
• Dividend investors who want DRIP-aware cost basis
• People pursuing financial independence who watch net worth over time
• Anyone who wants a portfolio tracker that does not link to their bank or broker
WealthLog is a record-keeping tool, not financial advice. It does not execute trades, connect to financial institutions, provide recommendations, or handle real-time market data. All values are entered by you.
Contact: support@clearstackapps.com
Privacy: https://clearstackapps.com/privacy
WHAT IT DOES
• Track investment accounts: brokerage, retirement, bank, property, crypto and loans
• See your net worth per currency — values in different currencies are kept separate, never silently converted
• Asset allocation donut with target-vs-actual drift, so you can see when you're off your plan
• Rebalance Drift screen with suggested buy/sell amounts to return each asset class to its target
• Record dividends, including reinvested (DRIP) shares that update your average cost basis
• Monthly net-worth snapshots with month-over-month change
• Cash-flow log for deposits, withdrawals, interest and fees
• Savings and net-worth goals with progress tracking
• Import your existing holdings from a CSV (Sharesight export, a broker export, or any spreadsheet) with a simple column-mapping step
• Export your holdings to CSV and back up everything to a JSON file
• Exact decimal money math — your totals never drift by fractions of a cent
• Works fully offline. Your data stays on your device.
WHO IT'S FOR
• Long-term index investors who track several accounts by hand
• Dividend investors who want DRIP-aware cost basis
• People pursuing financial independence who watch net worth over time
• Anyone who wants a portfolio tracker that does not link to their bank or broker
WealthLog is a record-keeping tool, not financial advice. It does not execute trades, connect to financial institutions, provide recommendations, or handle real-time market data. All values are entered by you.
Contact: support@clearstackapps.com
Privacy: https://clearstackapps.com/privacy
আপডে’ট কৰা তাৰিখ
বিকাশকৰ্তাসকলে আপোনাৰ ডেটা কেনেকৈ সংগ্ৰহ আৰু শ্বেয়াৰ কৰে সেয়া বুজি পোৱাৰ জৰিয়তে সুৰক্ষা আৰম্ভ হয়। ডেটাৰ গোপনীয়তা আৰু সুৰক্ষা প্ৰণালী আপোনাৰ ব্যৱহাৰ, অঞ্চল আৰু বয়সৰ ওপৰত ভিত্তি কৰি ভিন্ন হ’ব পাৰে। বিকাশকৰ্তাগৰাকীয়ে এই তথ্যখিনি প্ৰদান কৰিছে আৰু সময়ৰ লগে লগে এয়া আপডে’ট কৰিব পাৰে।
তৃতীয় পক্ষৰ সৈতে কোনো ডেটা শ্বেয়াৰ কৰা নাই
বিকাশকৰ্তাই ডেটা শ্বেয়াৰ কৰাৰ বিষয়ে কেনেকৈ ঘোষণা কৰে সেই বিষয়ে অধিক জানক
এই এপ্টোৱে এই ধৰণৰ ডেটা সংগ্ৰহ কৰিব পাৰে
এপৰ কাৰ্যকলাপ, এপৰ তথ্য আৰু কাৰ্যদক্ষতা আৰু ডিভাইচ অথবা অন্য আইডি
ডেটা ট্ৰেনজিটত এনক্ৰিপ্ট কৰা হয়
আপুনি ডেটা মচিবলৈ অনুৰোধ কৰিব পাৰে
নতুন কি আছে
Initial release of WealthLog. Track your investment portfolio and net worth privately, fully offline, with no broker or bank linking. Multi-currency support, asset allocation with rebalance-drift alerts, dividend and DRIP tracking, monthly snapshots, CSV import/export, and PDF export.
এপৰ সমৰ্থন
বিকাশকৰ্তাৰ বিষয়ে
ISOLUTION TECHNOLOGIES LTD
hello@clearstackapps.com
124-128 City Road
LONDON
EC1V 2NX
United Kingdom
+1 657-229-2693
