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How does WealthViewer use my data?WealthViewer doesn't sell your data to any third party, or use your personal information or data to advertise to you. For more information on how WealthViewer handles your data you can read our privacy policy.
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How is WealthViewer different to other wealth trackers?Many wealth trackers are designed in Google Sheets, limiting data visualisation, functionality and reliability. These wealth tracking spreadsheets involve significant manual inputs, dodgy data skimming to access live pricing or no live pricing at all, limited tracking options for assets aside from stocks and a convoluted dual focuses on budgeting and wealth overview. WealthViewer is different. Focusing solely on wealth tracking and data visualisation, WealthViewer provides you with 11 different tabs to visualise your wealth. WealthViewer further sets itself apart by providing you with complementary monthly wealth reports so you can understand how your wealth is changing from month to month. WealthViewer is designed so you have all the tools to be your own chief financial officer. If your switching from a Google Sheets wealth tacker or another platform you can quickly upload your data to WealthViewer in a spreadsheet - saving time on manually entering data, preserving your financial history, and enabling you to visualise your wealth like never before. WealthViewer is a platform that will continue to grow with you - actioning user feedback to introduce new features and streamline the performance of our platform we'll grow with you.
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How long is the free trial period?The default free trial period is 30 days. Some promotional offers may provide longer free trial periods, so keep a lookout.
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What currencies is WealthViewer available in?You can set and change your preferred currency to see how much you're worth in $AUD, $NZD, $USD, $CAD, €EUR, and £GBP. As WealthViewer continues to grow, more currency options will be added. If you'd like your local currency to be added next, you can make a request here.
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Will you have live tracking for my stocks?WealthViewer offers live tracking for over 130,000 stocks across 70 different exchanges. You can confirm whether your stock is supported here, but the chances are it is.
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Can I choose what financial data I provide to WealthViewer?Yes. WealthViewer offers you the opportunity to connect to brokers and display bank balances through open banking connections authorised by the Australian Competition and Consumer Commission (ACCC) and the Office of the Australian Information Commissioner (OAIC). Connecting to brokers on banks is not a requirement to use WealthViewer and you may choose to manually provide portfolio transaction history or bank balances. WealthViewer is still able to provide you with a live pricing of assets without connecting to your portfolios. In line with our privacy policy, WealthViewer doesn't share your data with any third parties.
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Is WealthViewer advertisement free?Yes, WealthViewer is advertisement free. WealthViewer is designed so you can maintain full focus on your finances without any distractions.
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Can I cancel anytime?Yes. WealthViewer offers monthly and yearly plans. You can cancel your plan anytime before the new month or year begins.
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