Portfolio Intelligence Platform

Know your
wealth.
Down to
the basis point.

WealthWatch is the institutional-grade dashboard for investors who demand precision. Real-time analytics, multi-account aggregation, and zero noise.

$4.2T
Assets Tracked
280K
Active Portfolios
99.99%
Data Accuracy
wealthwatch — dashboard
LIVE
Overview
Portfolio
History
Markets
Alerts
Total Portfolio Value
$284,|917.40
+$3,241.18 today (↑1.15%)
JanMarJunSepNow
Equities
+8.4%
Expenses
−$1,240
Cash
$12,400
Recent Transactions
↑
NVDA Dividend
INCOME
+$341.00
↓
Rent — Oct
HOUSING
−$2,400.00
⇌
AAPL × 3 shares
TRADE
+$614.72
$4.2T
Total assets under tracking
+0.3ms
Average data latency
280K
Active portfolios
12K+
Securities tracked globally
Platform Capabilities

Built for precision.
Designed for clarity.

Live Portfolio Tracking

Sub-second data refresh across equities...

Multi-Account Aggregation

Connect brokerage, bank, and crypto accounts...

Expense Intelligence

Automatic categorization and budget alerts...

Risk & Alert Engine

Configurable threshold alerts for drawdown...

Performance Attribution

Decompose returns by sector, asset class...

Tax-Loss Harvesting

Surface unrealized losses with optimal harvesting...

Portfolio Analytics

12-Month Total Return

All asset classes, net of fees

+30%+20%+10%0%−10%JanMarMayJulSepNovPortfolioBenchmark
Asset Allocation
US Equities
42%
Int’l Equities
18%
Fixed Income
22%
Real Assets
10%
Cash & Alts
8%
SHARPE RATIO
1.84
MAX DRAWDOWN
−8.2%
BETA
0.73
ALPHA (ann.)
+4.1%

“This is what Bloomberg Terminal would look like if it were designed in 2025. I cancelled three separate tools after the first month.”

Priya MehtaManaging Director, Apex Capital

“The expense tracking alone paid for itself. WealthWatch caught a billing error I’d been missing for eight months.”

James ThorntonIndependent Investor, London

“The interface is surgical. No clutter, no upsells — just the numbers I need to make decisions. Finally.”

Ananya KrishnanQuant Analyst, Beacon Ridge
Get Started — Free

Your portfolio.
Complete clarity.

Connect your accounts in under 60 seconds...

✓ 30-day free trial
✓ Bank-level encryption
✓ SOC 2 Type II certified
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By continuing, you agree to our Terms of Service and Privacy Policy. WealthWatch uses read‑only access to your financial accounts. We never execute trades on your behalf.