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WealthTrackr

Track your investments, analyze portfolio performance, and make informed financial decisions.

Features

WealthTrackr Feature Guide

Core Features

💰 Asset & Liability Tracking

  • Track all financial accounts and possessions
  • Categorize items for better organization
  • Set liquidity ratings (High, Medium, Low)
  • Real-time net worth calculations

📊 Advanced Analytics

  • Trends: Net worth progression over time
  • Insights: AI-powered financial recommendations
  • Projections: Future financial forecasts
  • Analysis: Comprehensive financial health scoring

🎯 Goal Management

  • Multiple goal types (Net Worth, Savings, Debt Reduction)
  • Progress tracking with visual indicators
  • Milestone markers for large goals
  • Priority levels and deadline tracking

📋 Reports & Export

  • Financial statements
  • Trends and analytics summaries

🔒 Security & Privacy

  • Local data storage (not cloud-based)
  • AES-256 encryption
  • Biometric authentication - if offered
  • Background app protection

📱 Multi-Platform Support

  • iOS (iPhone & iPad)
  • Android (Phones & Tablets)

Advanced Features

Performance Scorecard

Get a comprehensive 0-100 financial health score based on:

  • Liquidity (20%): Cash and liquid assets
  • Debt Management (25%): Debt-to-asset ratios
  • Diversification (15%): Asset distribution
  • Growth (20%): Net worth trends
  • Goals (10%): Achievement progress
  • Emergency Fund (10%): Preparedness

Automated Insights

AI-powered recommendations for:

  • Spending reduction opportunities
  • Debt payoff strategies
  • Investment rebalancing
  • Emergency fund optimization
  • Goal achievement tips

Category Management

  • Create custom categories
  • Organize by asset/liability types
  • Reorder and customize display
  • Clean up unused categories

Backup & Restore

  • Multiple storage options
  • Selective data restore

Experience the power of comprehensive financial tracking with WealthTrackr!