Monthly
3.99 EUR/month
10-day free trial
My Wealth by Indrik Software
Manage and track all your wealth.
Without the cloud.
Leave Excel behind! Bring your assets and liabilities together, analyze how your wealth evolves, plan your budgets and track your goals in one complete Windows app — without entrusting your financial data to the cloud.
Version
Size
System
Your data stays on your computer
No account required
Essential features work offline
Inside My Wealth
All your wealth, at a glance.
A clear desktop interface to add assets, follow their value and keep the big picture in sight.
Create your wealth portfolio in moments.
Add your first assets or open an existing portfolio from a simple, clear interface.
Track the big picture
Track your net wealth, unrealized gains, goals, history and allocation from the Situation view. Ask the local AI assistant or connect your preferred AI.
Browse your portfolio
Review assets by family, open details quickly and keep empty sections out of the way.
Switch to a detailed grid
Compare assets in a structured table when you need precise values and readable breakdowns.
Understand the evolution
See how each asset family contributes to the portfolio over time.
Estimate passive income
Calculate monthly and annual passive income automatically and compare it with your target.
Analyze your portfolio
Use a wide range of tools to analyze your portfolio and make informed decisions.
Manage your budget effectively
Budget your accounts, plan investments and visualize your financial flows.
Define your goals
Track their progress easily and include them in your budgets to maximize your chances of reaching them.
Private by design
Your wealth stays private, local and accessible.
Your data is stored in a local file that you control. It is neither centralized nor stored by Indrik Software. You can manage your wealth offline and freely choose to use connected services to search for or refresh selected information.
- No account required to manage your wealth
- No centralized storage of your wealth data
- Optional and explicit connected services
- Optional encryption to protect your wealth file
My Wealth Live
Connected financial data for My Wealth.
My Wealth is free, complete and unrestricted. My Wealth Live adds access to financial APIs that help you find assets, prefill details and refresh values.
My Wealth Live
3.99 EUR/month or 39 EUR/year
- Monthly or annual subscription to connected services
- Stocks, funds, SCPI, precious metals and crypto
- Assisted prefill and value refresh
- My Wealth stays free and local-first
Annual
39 EUR/year
10-day free trial
Cancel anytime. Your data stays with you, and My Wealth keeps working; you only lose access to My Wealth Live connected services.
Why My Wealth Live exists
Financial data has a cost. My Wealth keeps the choice yours.
Market data providers require paid commercial subscriptions. Indrik keeps My Wealth free for local portfolio management, while My Wealth Live covers the connected services that make search, prefill and refresh more comfortable.
Assisted search and prefill
Find stocks, funds, cryptocurrencies, SCPI and precious metals, then prefill asset details faster.
On-demand value refresh
Refresh exchange rates, market prices, yields, SCPI unit values and returns when you need current values.
Your portfolio remains yours
Cancel anytime. Your local data remains with you and My Wealth continues to work without the connected Live services.
Refresh values on demand
Update current values and returns from the dialog when you want fresh data.
Find cryptocurrencies faster
Use Live search assistance to identify crypto assets before adding them to your portfolio.
Prefill precious metals
Search metal references and use the connected data to fill in useful information.
| Feature | My Wealth | My Wealth Live |
|---|---|---|
| Price | Free | 3.99 EUR/month or 39 EUR/year |
| Local portfolio features | Complete, unrestricted access | Complete, unrestricted access |
| Financial APIs | Manual entry | Stocks, funds, SCPI, precious metals and crypto |
| Assisted prefill | Manual entry | Included |
| Value refresh | Manual entry | Included |
| Local-first privacy | Included | Included |
| License | Free application | Monthly Live services subscription |
Is My Wealth Live a subscription?
Yes. My Wealth Live is a monthly or annual subscription for connected financial services.
Is My Wealth free?
Yes. My Wealth is free, complete and unrestricted. Live only adds connected financial services.
Do my financial data leave my computer?
No. My Wealth is local-first. Your portfolio files stay on your computer.
What happens after payment?
You activate the subscription with PayPal, then you receive a license key by email directly after the subscription is validated.
Start today
Take the first step toward a clearer view of your wealth.
My Wealth is currently free and available for Windows 10 and later.
No download required.
My Wealth
Current release
- Version
- Published
- Size
- Format
Release notes
Latest release with cash investments, other assets, a unified new asset menu, lighter portfolio views and extended allocation and performance filters.
This first version is not yet digitally signed. Windows may display a security warning when you open it.
Discover
Go further with My Wealth.
Explore practical guidance for organizing and understanding your personal wealth.
Indrik Software
Software crafted with passion, designed to stay simple.
Indrik Software designs simple, useful tools that respect your data and help you stay in control of your digital life. My Wealth is the first software born from this vision.
contact@indrik.software