Control Your Assets. Track Your Investments.
Have full control over all your assets and liabilities using the store’s Net Worth feature. Track your investment details with asset allocation and analysis tools.
Manage Your Money and So Much More
Get access to 3 finance stores for free and start your journey towards financial freedom.
See, plan, and navigate your finances anytime, anywhere!
Being in control of your assets and investments is the key to building your investments.
Wealthry and other finance stores help you know exactly where you stand.
Meet Wealthry
A WEALTH MANAGEMENT STORE TO TRACK INVESTMENTS AND SAVE FOR RETIREMENT
1 of 8 Stores Open to Members
GET AN OVERVIEW OF ALL YOUR ASSETS AND LIABILITES
Track the sum of all your assets and liabilities. You can choose to view the past 6, 9, or 12 months of net-worth history. If you just started using the software, you may not have accumulated enough data to to get an accurate historical picture of your net worth; however, the software will continue to save transaction data moving forward.
KEEP TRACK OF ALL YOUR INVESTMENTS IN ONE PLACE
Get a read on your total investment value and your gains and losses. If you need more detailed information about a specific account — or even a specific holding — you can dive in deeper with just a few clicks.
BROWSE THROUGH ANS SHOP FOR THE BEST WEALTH BUILDING SOLUTIONS
Shop from our marketplace of Wealth Building Solutions. You can compare and save similar to shopping for travel offers online
GET YOUR FINANCIAL HEALTH SCORE
"The Heart" is the Center of Your Financial Goal Mall. The heart includes a financial health scoring tool based on financial behaviors. It takes complex data about your life (credit, spending, savings habits and much more) and breaks it down into an easy-to-understand score.
After clicking on the heart you'll see key indicators that impact your score and actions you can take to improve your financial health using the stores.
SET AND ACHIEVE YOUR FINANCIAL GOALS
The entire Financial Goal Mall is actionable to help you reach your goals. Discover custom experiences and get tailored insights using each of the finance stores all the way to retirement.
Financial goals require long-term planning. The goal management tool allows you to visualize your plan using an interactive timeline with automatic calculations.
Each goal you create will be tied to only one of the accounts you’ve added — except retirement goals, which can be tied to multiple accounts.
KEEP TRACK OF YOUR MEMORIES
All your goals and dreams in one place
