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Wealth Position

Wealth Position logo

Wealth Position

Free - $5.99/month or $59.99/year
14 day trial
45% feature coverage
πŸ‡ΊπŸ‡Έ USπŸ‡¨πŸ‡¦ CA
Investment-focused financial dashboard emphasizing portfolio tracking and wealth management. Features net worth monitoring, investment performance analytics, and comprehensive account aggregation. Designed for investors wanting detailed portfolio insights.
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Platforms:

Web, iOS, Android

App Details

Pricing Plans

Basic

Free

Premium

$5.99/month

$59.99/year

Feature Summary

Account Management

Account Aggregation
Manual Account Creation
Multiple Daily Refreshes

Transaction Management

Edit Transactions
Automatic Rules
Split Transactions

Budgeting & Planning

Budgeting Tools
Rollover Budgeting
Recurring Transactions

Analysis & Reporting

Net Worth Tracking
Financial Reports
Trend Analysis

Investment Features

Investment Portfolio Totals
Individual Investment Transactions
Cryptocurrency Support

Security & Privacy

Two-Factor Authentication
SOC2 Certified