Bring your assets together
Property, accounts and savings, stocks and funds, SCPI, cryptocurrencies, precious metals and other assets: explore eight families, several currencies and their associated liabilities.
My Wealth · Online demonstration
See your wealth from a new perspective.
Discover My Wealth in your browser: explore a fictional portfolio, organize its assets and liabilities, then try budgets and investment goals. No installation or account required.
A complete portfolio to explore
Understand your position
View net wealth, allocation, passive income and portfolio history. Change the examples to discover the analyses.
Plan what comes next
Try monthly budgets, value, allocation or income goals and their projections. Schedule updates and try manual entry.
Discover the app with fictional data
The Morgan family and all balances, prices and transactions are fictional. The example portfolio is written in English; the interface follows your chosen language. Changes stay in memory and are lost when you reload or close the page. The demo cannot open or save your files or use Live services, local AI or MCP. To manage your own wealth, choose an application version on the download page.
JavaScript is required for the interactive demo. This introduction, the guides and the download page remain accessible without JavaScript.