WealthView tracks your net worth, models your 401(k) and IRA, maps out Social Security, and shows your full tax picture — all on your device, never on a server.
A single number on your dashboard that tells you if you're on track. Runs a year-by-year simulation against your income goal — not a rough rule of thumb.
Set a monthly income target or use a drawdown rate
See your required nest egg and current gap
Score updates live as your wealth grows
Benchmarked against common targets (ASFA-style)
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Snapshot History
Every update is saved automatically. One snapshot per day keeps your history clean and meaningful — with a full account breakdown per entry.
Manual snapshots with personal notes
Full category breakdown per snapshot
Graph of your net worth over time
Filter by assets or liabilities
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Milestone Celebrations
Celebrate every $50k, $100k, $250k, $500k, and $1M milestone as your net worth grows. One-time, meaningful, motivating.
Fires once per milestone — no repeated alerts
Share your achievements
Pair with a net worth target for extra momentum
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Private and Secure
Your financial data never leaves your phone. No accounts, no sync, no ads. PIN lock keeps prying eyes out.
PIN lock with auto-lock timer
All data stored locally on your device
No tracking, no analytics, no advertising
Export and share snapshots as images
Your data, your device
No server. No account. No nonsense.
WealthView stores everything in your phone's local storage. Your financial data never touches a server, never gets sold, and can never be breached. That's not a feature — it's the whole point.
0
servers involved
0
accounts required
0
ads, ever
Built for America
Designed around how Americans save for retirement.
WealthView uses the accounts, limits, and rules that actually apply to you. No confusing international jargon — just the products and language of the American financial system.
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401(k), IRA & Roth IRA
All major account types built in. Track pre-tax and after-tax contributions separately, with 2025 IRS limit reminders.
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Social Security
Enter your projected benefit and see exactly how it offsets drawdown — model early at 62, full retirement age at 67, or delayed at 70.
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HSA — the triple tax advantage
Track your Health Savings Account balance and 2025 contribution limits ($4,300 individual / $8,550 family).
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Estate planning awareness
Estate tax projection to age 85 using the federal exemption ($13.99M in 2025). Understand your exposure before it matters.
$23,500
401(k) limit 2025
$7,000
IRA limit 2025
67
Full retirement age
73
RMD start age
$4,300
HSA limit (individual)
$13.99M
Federal estate exemption
Simple pricing
Free to start. $9.99 to unlock everything.
Free
$0
Start tracking straight away
Unlimited accounts across all categories
Net worth tracking and graph
Retire tab — chart and readiness score
5-row retirement year-by-year preview
Tax tab — federal income tax, FICA, and 401(k)/IRA limits
Be the first to know when WealthView launches in the US.
We're currently in testing. Leave your email below and we'll let you know the moment we're live on the App Store and Google Play. Free download, no spam.