WealthCheck - consolidated view of your investments accounts for personal investors
Hey all,
We're a small team working on@WealthCheck, a portfolio tracker for people managing investments across multiple brokers and accounts.
It's live today and provides you with one consolidated view of your portfolios and holdings, transaction history, performance analytics, and multi-currency support.
Near-term we're shipping cashflow tracking, CSV import, and strategy/allocation compliance. Further out, we're aiming for FIRE milestone tracking, and eventually an AI portfolio advisor over your own holdings, pending a legal review we're not rushing.
We're still small enough that feedback from the people actually using it changes what we build next. If you manage your own money across more tools than you'd like, take a look, and if you've got thoughts, good or bad, we'd genuinely like to hear them.
The app => https://www.wealthcheck.app
Cheers
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