WealthCheck: WealthCheck consolidates all your investment in one place

WealthCheck is a personal portfolio tracker for active investors who manage their own money across multiple accounts and brokers. It replaces spreadsheets and fragmented broker dashboards with a single consolidated view of all positions, live prices, and performance analytics. Built for investors who want the power of a professional tool without the complexity — setup takes minutes.

WealthCheck gives you a single consolidated view of all your investment portfolios across brokers and accounts. Track live prices, monitor performance with Sharpe and time-weighted returns, and check whether your holdings align with your investment strategy. Built for active retail investors and the FIRE community who are tired of juggling spreadsheets and fragmented dashboards. Free tier available. No broker integrations required: add holdings manually in seconds.

Hey Product Hunt!

We're the small team behind WealthCheck, a portfolio tracker for people managing investments across multiple brokers and currencies.

We built this because we had our own holdings scattered across three or four brokers, and no single place to see whether we were actually on track.

Spreadsheets got stale fast, currencies were a mess, and figuring out real performance across accounts took real effort.

We wanted one place that just worked, not a tool trying to upsell us on robo-advisory or market alerts, just a clean tracker.

What's live today:

Multiple portfolios and accounts, organized by broker, account type, or however makes sense
Holdings and transactions: buys, sells, transfers, cash, with current positions and cost basis computed automatically
Performance analytics: unrealized P&L, realized gains, portfolio value over time
Multi-currency support: track positions in their native currency, view everything in your display currency with live FX
Strategy and allocation compliance scoring against a target you define

It's manual entry only right now, no broker integrations yet. Not glamorous, but it means you control exactly what goes in.

To mark launch day, we're also opening our Founding Member Program:

15 spots, first-come
12 months of full Pro access, free, no card required
In exchange: one short feedback survey a month
Access reverts to free automatically after 12 months, or sooner if you go 3 consecutive months without giving feedback
This isn't a beta, everything above is live in production today. Founding Members are the group we're leaning on hardest for direction on what ships next.

What's next: near-term we're shipping:

cashflow tracking
CSV import
Deeper strategy compliance.

Longer horizon:

FIRE milestones (FI number, time-to-FI, savings rate)
An AI portfolio advisor, the advisor is pending a legal review before it ships, so we're not putting a date on it.

If you want a Founding Member spot: wealthcheck.app/founding-members

We're a small team and we read every comment here.

Tell us what's missing, what's confusing, or what would make this worth switching to.

Best,

Mira