WealthView: Net Worth Tracker

C Robertson

In-app purchases

About this app

Take control of your financial future.
WealthView is the personal finance app built for people who want more than a budget tracker. See your complete net worth at a glance, plan the retirement you actually want, and understand your tax position — all in one place, all stored privately on your device.

YOUR NET WORTH, SIMPLIFIED
Add your assets and liabilities — savings, pensions, property, investments, mortgages, loans — and watch your real financial picture come together. Track how your wealth changes over time with automatic snapshots and clear historical charts.

PLAN YOUR RETIREMENT WITH CONFIDENCE
The retirement planner models your pension pot growth, drawdown income, State Pension, and defined benefit pensions side by side. See year-by-year projections, check your retirement readiness score, and compare against Minimum, Moderate, and Comfortable PLSA benchmarks.

UNDERSTAND YOUR TAX POSITION
WealthView surfaces your income tax and National Insurance in plain English. See your pension annual allowance, ISA usage, personal savings allowance, and — with Premium — get an estimate of your retirement tax bill, inheritance tax exposure, and capital gains awareness.

MODEL YOUR FINANCIAL DECISIONS
The Net Worth Modeller lets you explore what happens when you overpay your mortgage, increase pension contributions, or invest a lump sum — with side-by-side baseline vs. projected charts so you can see the real impact.

PRIVATE BY DESIGN
Everything stays on your device. No account required. No data sent to any server. No cloud sync. Just your numbers, in your hands.

FREE FEATURES

Unlimited accounts across all categories
Net worth tracking and history charts
Retirement chart and readiness score
5-row year-by-year retirement preview
Income tax and NI breakdown
ISA and pension allowance tracking
5 snapshots in History

PREMIUM — £7.99 ONE-TIME

Full retirement modeller controls (age, contributions, drawdown, inflation, lump sum)
Complete year-by-year retirement breakdown
Net Worth Modeller with scenario modelling
Unlimited snapshot history + manual snapshots
Dark mode
Real-terms (inflation-adjusted) charts
Category editor and net worth target
Tax Relief, Retirement Tax Estimate, IHT and CGT sections
Milestone badges

No subscription. No renewal. Pay once, own it forever.


WealthView is designed for UK residents. Figures use UK tax thresholds, State Pension rules, ISA allowances, and inheritance tax legislation for 2025/26.

What’s new

NEW — COUPLE MODE
Plan retirement as a household. Each person gets their own full retirement profile — separate projections, controls, DB pensions, stress tests, advanced life events, and saved scenarios. Switch between You, Partner, and Combined views in one tap. Tag accounts as yours, your partner's, or joint — and each profile automatically uses the right accounts. Upgrade to Couple Mode for £6.99.