TRACK YOUR PORTFOLIO
WealthNX AI is a personal finance dashboard and WealthNX AI: Wealth Assistant is built for people who want a clearer view of their financial life in one place. Whether you hold stocks, crypto or a mix of investments, WealthNX brings your available data together into a single portfolio tracker so you have a reliable picture of your holdings based on the accounts and information connected to the app.
Connect supported accounts in read-only mode to view your investment portfolio from within the app. You can also add financial information manually where that feature is available. Track stocks and crypto across your connected and manually added accounts without jumping between apps or rebuilding spreadsheets every time you want an update.

TRACK SPENDING AND EXPENSES
WealthNX also works as a spending tracker and expense tracker for your day-to-day finances. See where your money has been going through a clear spending dashboard that organizes your expenses by category based on the transaction data available from your connected accounts. Where manual entry is supported, you can also log expenses yourself to keep your spending picture as complete as possible.

YOUR PERSONAL FINANCE DASHBOARD
The financial dashboard inside WealthNX brings your available investment, spending and account information together in one view. Portfolio activity, cash flow data and expense tracking are accessible from a single screen, giving you a clearer financial overview without needing to switch between multiple apps.

AI-POWERED INSIGHTS
Your AI-powered insights inside WealthNX help you make sense of the financial information available in your account. The AI explains and analyzes portfolio activity and spending patterns in plain language, surfacing informational insights based on your connected data. WealthNX provides these insights for informational purposes only. It does not offer investment advice, trading signals or market predictions of any kind, and nothing in the app should be taken as a financial recommendation.

TRACK FINANCIAL GOALS
WealthNX also supports financial goal tracking. Whether you are working toward a savings goal, a financial milestone or a broader personal finance objective, the goal tracker keeps your progress visible based on the financial data you have connected or entered so your priorities stay front and center.

SECURE READ-ONLY CONNECTIONS
Security is built into how WealthNX handles supported account connections. Supported account connections are read-only, which means the app can access your financial data but cannot move money, place trades or make changes to your accounts. Information you add manually is handled in accordance with our Privacy Policy and applicable security practices.

CLOSING
WealthNX is a portfolio tracker, investment tracker, spending tracker, expense tracker and personal finance dashboard brought together in one experience. If you want a clearer view of your finances across your stocks, crypto and everyday spending without juggling multiple apps, WealthNX is built to help with that.