Personal finance intelligence
Your financial picture, deliberately clear
WealthWise helps you consolidate manual portfolio and household data so you can reason about wealth with confidence—without drowning in spreadsheets or hype.
No clutter. Responsive layout. Ready for serious money workflows.
Built for steady decisions
A foundation-first portal: structured data, sensible defaults, room to grow.
Clarity over chaos
See portfolio, cash flow, and budgets in one calm workspace—built for understanding, not noise.
Security by design
Your data stays scoped to your account with strict isolation and modern authentication.
Insight-ready
Structure your finances so future intelligence features can answer real questions—not generic tips.
Plans for every pace
Free and Pro describe where WealthWise is headed. During early access, signed-in users can use the full product while we finish billing.
Early access: full features on every plan today. Row limits below are the planned split once plan enforcement is enabled.
Yearly pricing will be announced before billing turns on.
Free
Solid foundation for one household workspace.
Free during early access
- Portfolio tracking with manual transactions and performance views
- Cash flow, budgets, and recurring rules
- Loans and debt tracking with practical limits
- Multi-currency support with essential FX rates
- Core alerts via email or a single Telegram endpoint
Pro
Higher limits and premium workflows as we roll them out.
Pricing announced before billing turns on
- Everything in Free
- Higher automation limits and advanced rollups
- Full receipt OCR throughput
- Portfolio-aware AI assistant with RAG over your data
- Multi-endpoint notification routing and higher volume
Full comparison
What's included today versus the planned split once enforcement turns on.
| Capability | Free | ProRecommended |
|---|---|---|
| Core finance | ||
| Portfolio & P/L | IncludedIncluded | IncludedDeeper history & analytics |
| Cash flow, budgets, recurring rules | IncludedIncluded | IncludedHigher automation limits |
| Loans & debts | LimitedPractical limits | IncludedFull limits first |
| Bill splits & settlements | LimitedPractical limits | IncludedFull limits first |
| Automation & data capture | ||
| Exchange rates & FX tools | IncludedIncluded | IncludedExtended history & pairs |
| Receipt capture & OCR | LimitedManual or limited | IncludedFull OCR throughput |
| Notifications & intelligence | ||
| Notifications (email & Telegram) | IncludedIncluded | IncludedMulti-endpoint routing |
| AI financial assistant (RAG) | Not includedNot included | IncludedPortfolio-aware answers |
Frequently asked
A quick read for the most common pricing questions.
Will I be charged anything today?
No. WealthWise is in early access and billing is not turned on. Every signed-in user gets the full feature set until we announce pricing.
Can I switch between Free and Pro later?
Yes. Once billing is enabled you'll be able to upgrade or downgrade at any time from your account settings.
What happens to my data if I downgrade?
Your data is never deleted by a plan change. If a Pro-only feature is in use after downgrade, it becomes read-only until you upgrade again or migrate the data.
When will Pro pricing be announced?
We'll publish pricing on this page (and email signed-up users) before any enforcement turns on, with enough notice to choose a plan.