Now available

Your entire wealth.
One dashboard.

Track 7 asset classes, run what-if scenarios, stress-test your portfolio, and get AI-powered insights — all offline, all private.

Download for Windows View on GitHub
Wealth Tracker Dashboard — net worth, allocation, rebalancing
7
Asset Classes
10+
Analysis Views
0
Cloud Dependencies
100%
Offline & Private
Features

Everything you need to
understand your wealth

From a quick net worth glance to deep portfolio analysis, all in one place.

📊

Net Worth Dashboard

Hero metric, allocation donut, rebalancing recommendations, goal tracking, and YTD performance at a glance.

🤖

AI Morning Brief

Local LLM-powered insights about portfolio drift, sector exposure, and upcoming obligations. No cloud, no API keys.

🔮

What-If Scenarios

Sell your apartment, double down on tech, cash out — see the impact on net worth instantly with side-by-side comparison.

Time Machine

"What if I never sold?" — counterfactual timeline replay with actual historical data and dual trajectory charts.

⚠️

Risk & Stress Testing

Correlation heatmaps, stress scenarios (2008, COVID, rate hikes), portfolio drift alerts, and rolling performance.

🏠

Real Estate

Mortgage amortization, refinancing simulator, equity projections, cap rate, LTV, cash flow analysis per property.

📈

Portfolio Deep Dive

10 analysis tabs: fundamentals scoring, benchmark vs index, dividends, Markowitz optimizer, technicals, backtest.

💰

Tax Calculator

Belgian TOB, dividend withholding tax, capital gains classification, and FIFO cost-basis tracking built in.

💾

Your Data, Your Machine

All data stored locally in JSON files. Automatic backups. Export to CSV and PDF. Zero cloud dependency.

In action

See what's inside

What-If Scenarios

Run instant simulations against your real portfolio. Pick from presets or describe scenarios in plain English.

  • Sell top 5 holdings
  • Cash out a specific amount
  • Natural language: "Sell MSFT and buy IWDA"
  • Side-by-side allocation comparison
What-If scenario engine

Risk & Correlation

Understand how your portfolio would react to historical crises. See exactly how much you'd lose — and how long recovery takes.

  • Stress test against 5 historical scenarios
  • Correlation heatmap across all holdings
  • Portfolio drift monitoring
  • Rolling 2-year performance charts
Risk & Correlation analysis

Time Machine

Explore counterfactual timelines. What if you never sold that stock? What if you skipped 2024 entirely? See both trajectories side by side.

  • Actual vs. hypothetical net worth
  • Preset and custom scenarios
  • Timeline scrubber with live values
  • Uses real historical price data
Time Machine counterfactual analysis

5-Year Projections

Fan chart projections with editable assumptions. Set a net worth goal and track your progress toward it over time.

  • Customizable inflation & return rates
  • Monthly savings contribution modeling
  • Goal tracking with completion percentage
  • Confidence interval visualization
5-year net worth projections
Pricing

Simple, honest pricing

No subscriptions, no hidden fees. Pay once, own it forever.

Free
For getting started
€0
forever
  • Dashboard & net worth tracking
  • Up to 2 asset classes
  • Portfolio overview
  • Manual data entry
  • Local data storage
Get Started
Pro + AI
For power users
€79 one-time
lifetime license
  • Everything in Pro
  • AI Morning Brief
  • AI Chat (Ctrl+K)
  • AI data import wizard
  • Priority support
Download Now
Download

Get Wealth Tracker

Free to start. No account required. Your data stays on your machine.

Download for Windows
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