Software that gives you a clear view of your wealth
My Wealth is wealth management software that lets you track all your assets and liabilities in a single application.
Bring together your property, savings accounts, stocks, ETFs, property funds, cryptocurrencies, precious metals and loans to gain a complete overview of your wealth.
Centralise without sending your data to the cloud
Unlike many online applications, My Wealth runs locally on your computer.
Your data remains stored on your PC. You stay in control of your wealth and can use all essential features without creating an account or depending on a cloud service.
Manage every asset class
My Wealth can track:
- property and associated loans;
- savings accounts;
- stocks, ETFs and funds;
- property funds;
- cryptocurrencies;
- precious metals;
- cash investments;
- other assets.
Analyse your wealth
Beyond recording your assets, My Wealth helps you understand your situation through a wide range of analyses:
- changes in your wealth over time;
- allocation by asset class, country, currency or institution;
- passive income;
- wealth liquidity;
- risk profile;
- wealth objectives.
Try My Wealth for free
You can try the online demo without downloading anything and discover the main features.
When you are ready to manage your own wealth, simply download My Wealth for Windows for free.