FAQ
While there is a lot of protfolio managers available for mobile, we couldn't find one that would allow us to track all our assets, not only our stocks, mutual funds, banks account. With the Wealthy App you can include any valuable items like jewellery, real-estate, cars, collection of cards, stamps... anything! With the support of multi locations / currencies, The Wealthy App will satisfy small to international portfolios.
The Wealthy App doesn't currently connect to your bank/broker accounts to synchronise. Since the app is designed to track any kind of asset, with most of them with no account tracking them currently, you will have to update their values manually. To help, you can set an expected performance gain on an annual basis when you create a new asset. We will then calculate from the first year to date the different valuations.
Yes. For each asset, you set the location and the currency, giving you all the flexibility you need. For exemple, you can track a painting based in Singapore with a value in USD.
When you create your account, you select the general currency of the account. On the Dashboard view, you will see the total value of your portfolio in that currency. If any of your assets are in a different currency, they will be converted into the daily rate.
No. You can create as many categories as you want, even delete default categories if you want. Categories will only be remove if no asset is assigned to them.