Wealth OS features

Features

Wealth OS combines net worth tracking, budgeting, investments, and financial independence planning in one platform built to reduce friction and increase clarity.

Net worth dashboard

See assets, liabilities, and total net worth in one place so you can understand your real financial position quickly.

Budget visibility

Connect day-to-day money movement with the bigger picture instead of managing spending in isolation.

Portfolio tracking

Monitor long-term investments and keep your portfolio visible alongside the rest of your balance sheet.

FIRE planning

Model your path to financial independence using your own financial inputs and goals.

Guided financial clarity

Turn a complicated financial life into one cleaner dashboard with obvious next steps.

Multi-country support

Built for a global audience across Australia, New Zealand, Canada, United States, Ireland, United Kingdom, United Arab Emirates, India, Germany, Netherlands, Sweden, Norway, Denmark, Switzerland, Austria, Japan, China, Vietnam, South Korea, Singapore, Malaysia, Hong Kong, Philippines, Taiwan.

Learn more

Read the Financial Independence blog

The blog goes deeper on net worth tracking, FIRE planning, investing, budgeting, and how Wealth OS fits into a long-term wealth system.