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Personal Wealth Dashboard

WealthView.eu

FinTech Portfolio Tracking Net Worth Budgeting AI Insights Dashboards

WealthView is a personal wealth-management app that consolidates every asset class — crypto, stocks, ETFs, property and commodities — into a single, beautifully designed dashboard. Live prices from Binance, Coinbase and Yahoo Finance keep the portfolio current automatically, while AI-driven health scoring and FIRE planning tools turn raw numbers into actionable guidance. Everything is protected with AES-256, bank-grade encryption.

51+

supported currencies

9

app languages

3+

live data sources

AES-256

bank-grade encryption

Problems Solved

Fragmented finances

  • Assets scattered across exchanges, banks and brokers
  • Manual copy-pasting of prices
  • No single currency view
  • Hard to see true net worth

Planning & discipline

  • No clear path to financial independence
  • Budgets that drift
  • Guesswork on financial health
  • Debt with no plan

Key Features

Multi-asset portfolio

  • Crypto, stocks, ETFs, property and commodities
  • Total net worth at a glance
  • Unified across platforms

Live market data

  • Real-time prices from Binance, Coinbase, Yahoo Finance
  • Automatic 6-hourly sync
  • No more copy-pasting prices

AI insights

  • Automated 0–100 financial health score
  • Trend detection
  • Personalized AI recommendations

FIRE planning

  • FIRE calculator
  • Monte Carlo simulations
  • Milestone tracking toward independence

Smart budgeting

  • Envelope budgeting with custom categories
  • Give every euro a job
  • Debt payoff & cashflow forecasting

Bank-grade security

  • AES-256 encryption
  • Privacy-first design
  • 51-currency support

Technical Stack

Frontend

SPA (React / Next.js)

Market data

Binance, Coinbase, Yahoo Finance API

Currencies / FX

Live rates, 51+ currencies

AI layer

Health scoring & recommendations

Security

AES-256

Infra

Cloudflare

Unique Selling Points

01

All asset classes – in one dashboard

02

Automatic live pricing – zero manual entry

03

AI score – turns data into actionable advice

04

Built-in FIRE / Monte Carlo planning

05

51 currencies, 9 languages – truly international

06

Bank-grade AES-256 privacy – your data is yours

Target Audience

DIY investors

Diverse assets in one place

FIRE seekers

Planning early financial independence

Crypto + traditional

Mixed portfolios

Privacy-conscious

Encrypted, self-owned data