IC Wealth
IC GROUP LIMITED / IC GROUP LTD.
About this app
- Age 10
- Updated Mar 16, 2026
- OS IOS / Android
Editor reviews
IC Wealth is a smart personal finance and wealth management app that brings your investments, spending, and goals into one clear dashboard. Track your portfolio in real time, understand where your money goes, and plan for milestones with data-driven guidance.
Key features:
- Portfolio tracking: Monitor stocks, funds, and cash with real-time performance, allocation, and risk insights.
- Smart budgeting: Auto-categorize transactions, spot trends, and control spending with adaptive budgets.
- Goal-based planning: Set savings or investment goals and get AI-powered projections and recommendations.
Advantages: Secure bank and broker syncing, customizable alerts for price moves and budgets, and intuitive reports designed for busy professionals seeking efficient, insight-driven money management. Ideal for users looking for a personal finance app, investment tracker, and wealth management tool in one place.
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How to use:
1. Download and create your account using your email or single sign-on, then set your base currency and region.
2. Connect your bank and brokerage accounts to import balances and transactions securely, or add assets manually if you prefer.
3. Set up your budgets and financial goals by choosing categories, target amounts, and timelines.
4. Review your portfolio and spending dashboards to track performance, cash flow, and net worth; customize views and filters as needed.
5. Enable alerts and insights to receive notifications for price changes, budget thresholds, and goal progress; explore advanced reports for deeper analysis.