Free for iOS
Not a trading app.
Just clarity.
Multiple accounts, a handful of ETFs, a retirement plan — WealthSight brings it all into one weekly or monthly check-in. No daily price alerts, no red-and-green anxiety.
Multiple accounts, a handful of ETFs, a retirement plan — WealthSight brings it all into one weekly or monthly check-in. No daily price alerts, no red-and-green anxiety.
Stop guessing at your total across five broker apps. Everything rolls up into one honest number.
Add holdings from every account and broker you use. WealthSight tracks the combined total, day change, and full history in one place.
Own an ETF of ETFs? See what you actually hold underneath — by stock, sector, country, and asset class, not just fund tickers.
One score out of 100, built from your fees, diversification, fund overlap, and volatility — so you know exactly what to fix.
A classic safe-withdrawal-rate test, backtested against nearly a century of real market history — not a rosy hypothetical.
Every Digest includes an AI-written recap of the biggest market stories — generated once and shared across everyone, so you're never paying per-summary just to stay informed.
A toggle, not a feed to doomscroll — see your own movers and a handful of major indices, on your schedule, not the market's.
Compare your portfolio against SPY, QQQ, or any ticker on a return-per-unit-of-risk basis — including what a fair, cash-adjusted comparison looks like.
Your portfolio lives only on your device. There's no server to breach because there isn't one.
No subscriptions, no paywalled tabs, no ads. Every feature described here is included.
Snap a photo of your brokerage app and let AI extract your holdings — using your own Anthropic API key, billed directly by Anthropic, typically a few cents per import.
Hold USD, CAD, or other currencies side by side. WealthSight converts and totals everything in your base currency.
A calm, legible interface designed to be looked at for a minute a week, not scrolled all day.
No push notifications nudging you to look. The Digest tab is built around weekly and monthly habits on purpose.
Free · No account · No ads · Your data stays on your device