Solutions WealthWise
A tool for every question.
Bring your accounts together, understand your investments and plan ahead. Choose what you want to explore.
In the app
Track
Accounts and holdings
Bring stocks, ETFs and crypto together to see your investments by account or as a whole. Start with a file or a few holdings.
ExploreNet worth
Add other assets and debts to your tracked investments. See your net worth and keep checkpoints to understand how it changes over time.
ExploreDividends
See projected payments and estimated annual income together. Understand which holdings contribute to that income and how it is spread throughout the year.
ExploreWatchlist and alerts
Keep a list of stocks that interest you and set price levels without adding them to your portfolio. The news section adds context to your view of the market.
ExploreReviews and reports
Review changes in your portfolio where history is available. Then keep a snapshot of your investments with exports for your records.
ExploreIn the app
Understand
ETF comparison
Compare available holdings to find companies shared by multiple ETFs and their weight in each fund. Data coverage stays visible.
ExploreAllocation and performance
Explore your largest holdings, sectors, regions and currencies. Follow your portfolio’s evolution to understand more than the total balance.
ExploreAI analysis
Run an analysis to put your portfolio’s allocation and concentrations into words. A starting point for understanding what you own.
ExploreAcademy
Work through lessons, quizzes and missions to understand your investments better. Pick up where you left off, at your own pace.
ExploreIn the app
Plan
No account needed
37 tools to explore freely.
Fees, compound interest, retirement, housing: start with a calculation.
Features and data depend on availability and plan. Compare plans