THE TABS
12 TABS TO TRACK ALL YOUR ASSETS AND LIABILITIES
12 tabs to visualise and track all the assets and liabilities you can think of. Where available, we've integrated live pricing of assets and optional linking of bank accounts.
Summary
ETFs
NFTs
Cash
Business Ownership
Other Assets
Stocks
Property
Retirement
Mutual Funds
Crypto
Liabilities
LIVE
SUMMARY
The summary tab enables you to visualise your net worth by summarising the data from the other 11 tabs. The summary tab displays your live net worth, projects your future net worth, and provides you a historical record of your assets and net worth.
The summary also tab includes charts to visualise the weighting of assets and liabilities contributing to your wealth.
LIVE
CASH
Through open banking, you can link bank accounts to display your balances in real-time. If you're located in Australia or New Zealand, we offer tracking your balance from over 135 financial institutions. Check if your bank is supported.​
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If you're located outside of Australia/New Zealand or your bank isn't supported yet, WealthViewer provides manual data entry options for your bank balances to ensure a comprehensive view of your cash assets.​We're committed to expanding our live tracking globally
LIVE
STOCKS, ETFs, & MUTUAL FUNDS
WealthViewer has 3 distinct tabs for stocks, exchange traded funds, and mutual funds so you can have access to a range of separate high-quality graphs, charts and tables across each tab.
We offer live price tracking for over 130,000 stock tickers across 70 different exchanges. Chances are if you have a stock, ETF, or mutual fund we cover it.
BUSINESS OWNERSHIP
Whether it's a McDonalds franchise or a gardening business you can track it. The business ownership tab lets you record the value of the business, including fractional ownership.
LIVE
PROPERTY
Whether its residential or commercial you can track it, including fractional ownership, capital gains, and outstanding debt across your property portfolio. Future versions of WealthViewer will introduce live pricing of your property assets based on market data
LIVE
CRYPTOCURRENCY & NFT
If you own assets on the blockchain, we've got you covered. We offer live tracking for all the blockchains, cryptocurrencies, and tokens you'd expect.
Got a niche NFT? Chances are we have it valued for you. Don't like the live value? We know each NFT is unique, so you can also set the value. WealthViewer covers 2.1 million NFTs across 237 marketplaces and 25 blockchains.
LIVE
OTHER ASSETS
Got a car? A boat? Maybe even an expensive Channel handbag? You can value those assets and record their changes over time. You can include anything you like in this tab. Future versions of WealthViewer will introduce live pricing of cars, art, and luxury fashion items.
LIVE
RETIREMENT FUNDS
If you're in Australia, we provide limited tracking for superannuation accounts. Few superannuation accounts provide access to account balances via open banking. Supported funds will continue to increase as open banking becomes the standard.
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WealthViewer is well positioned to integrate more superannuation providers as they become available. If you're outside of Australia, or your superannuation fund isn't supported, you can still use this tab by inputting your data to visualise your retirement funds. Future version of WealthViewer will introduce live tracking for KiwiSaver and US IRAs.
LIABILITIES
Good debt or bad debt, you don't have to like but it may be useful to know how much you have. The liabilities tab can help you visualise, track, and reduce a range of debts from your mortgage to your credit card to your student loan. You can tack whatever liabilities you like.
RETIREMENT FUNDS
You can change your preferred currency to see how much you're worth in $AUD, $NZD, $USD, $CAD, €EUR, and £GBP. If you own cash in another currency or have assets valued in another currency the value will accurately fluctuate with the exchange rate.
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