Wealthie
Modern investment portfolio tracker. Stocks, ETFs, funds — all in one place. Know where you stand and learn where to go next.
★ 2.8 average rating
About Wealthie
Wealthie helps you keep track of all your investments in one place. Create custom groups of holdings and compare their performance. Separate your funds, ETFs, and stocks to stay in control of asset allocation. Compare your portfolio and groups against stocks, ETFs, and funds. Check return percentage or simulate purchases based on your cost over time. See historical transactions and how they affected the value of your portfolio. Investigate spikes, see historical news headlines for any of your holdings.
Key Features
- ✓Money Tracking
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Frequently asked questions
What is Wealthie?
Modern investment portfolio tracker. Stocks, ETFs, funds — all in one place. Know where you stand and learn where to go next. It is listed under the Paid • Proprietary license model in the SaaS Lenz directory.
Is Wealthie free to use?
Wealthie is listed as Paid • Proprietary in our directory. Pricing and plan details can change, so check the official website for current terms before committing.
What platforms does Wealthie run on?
Wealthie is available on Mac, Windows, Linux, Software as a Service SaaS, so you can use it across the devices your team already works with.
Who develops Wealthie?
Wealthie is developed by Wealthie. You can find more background and documentation on the product's official website.