WealthLog: Portfolio Tracker

WealthLog is a manual investment portfolio and net-worth tracker that keeps your financial picture private. It never asks for bank passwords and never connects to brokers — you enter your holdings yourself and everything stays on your device. WHAT IT DOES • Track investment accounts: brokerage, retirement, bank, property, crypto and loans • See your net worth per currency — values in different currencies are kept separate, never silently converted • Asset allocation donut with target-vs-actual drift, so you can see when you're off your plan • Rebalance Drift screen with suggested buy/sell amounts to return each asset class to its target • Record dividends, including reinvested (DRIP) shares that update your average cost basis • Monthly net-worth snapshots with month-over-month change • Cash-flow log for deposits, withdrawals, interest and fees • Savings and net-worth goals with progress tracking • Import your existing holdings from a CSV (Sharesight export, a broker export, or any spreadsheet) with a simple column-mapping step • Export your holdings to CSV and back up everything to a JSON file • Exact decimal money math — your totals never drift by fractions of a cent • Works fully offline. Your data stays on your device. WHO IT'S FOR • Long-term index investors who track several accounts by hand • Dividend investors who want DRIP-aware cost basis • People pursuing financial independence who watch net worth over time • Anyone who wants a portfolio tracker that does not link to their bank or broker WealthLog is a record-keeping tool, not financial advice. It does not execute trades, connect to financial institutions, provide recommendations, or handle real-time market data. All values are entered by you. Contact: [email protected] Privacy: https://clearstackapps.com/privacy

Maintenance update: under the hood fixes and improvements.