Wealth & Portfolio Tracker
Exirio LLC
About this app
- Category Productivity
- Age 10
- Updated Aug 26, 2025
- OS IOS
Editor reviews
Wealth & Portfolio Tracker is a smart finance app that brings all your money and investments into one secure dashboard. Track bank accounts, cards, stocks, ETFs, crypto, and more to see your real-time net worth and cash flow. Get AI-driven insights on performance and asset allocation with simple, clear charts. Build better habits with budgeting tools, automatic categorization, bill reminders, and price alerts.
Fast setup, automatic sync, multi-currency support, and bank-grade security make it ideal for investors and busy professionals. A clean interface and powerful analytics help you stay in control of your wealth anytime.
Keywords personal finance app, portfolio tracker, investment tracking, wealth management, budgeting, net worth tracker, cloud sync, secure finance
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How to use:
1. Download the app and create your account with email or a single sign-on, then choose your base currency.
2. Securely connect your banks and brokerages or add assets manually such as real estate and cash; import past transactions if needed.
3. Open the dashboard to view your net worth, holdings, performance, and recent activity; tap any account or asset for details.
4. Set budgets and savings goals, categorize transactions, and enable bill reminders and price alerts to stay on track.
5. Check Insights for AI recommendations on diversification and rebalancing, export reports, and turn on two-factor authentication in Settings.