Help center
Plain-language guides so you know how WealthWise thinks about your money—before you invest time in the workspace.
Getting started
WealthWise is built around structured manual data. Add a few anchors first, then explore analytics.
Suggested first steps:
- Create an asset and a holding so portfolio totals reflect your positions.
- Log income and expenses so cash flow and budgets have real ledger history.
- Review base currency and exchange-rate tools if you hold multiple currencies.
- Optionally configure notifications when you want reminders outside the app.