Easy to set up, and the perfect hub to track and analyze your wealth, investments, assets and debt. List your investments, once a month update their values and income and the rest is automatic.
Fill in your wealth categories once, and it is automatically populated for the rest of the year. New investment? No problem, just add it in.
Available in Google Sheets, so it can be used by anyone, anywhere and is available online or offline at any time.
Multiple Currencies: Dollars ($), Pounds (£), Euros (€), Rands (R), Any Currency (none).
Here's how simple it is. There is 1 rule, only fill in the yellow blocks - everything else automatically populates for you.
Each month, take 30 minutes to input the values of your investments, dividend %, assets and debt. That's it. It's quick and easy, and powers all of the valuable data the rest of the tracker provides to present the data you need on your wealth.
Not just that, it will show you each month how much your investments, assets and debts have grown (or shrunk) so you know what is performing (or not) and where your money is taking you in the right direction to your goals.
Here is what most platforms don't give you.
All of your dividend data in one place, broken down individually to the investment as well as a total of all your investments combined. With an easy dropdown menu, you can select your investment and track each dividend. And my favorite part, the estimated annual income - that uses your data to estimate how much passive income all of your investments will earn you in a year.
The yearly overview page is priceless.
Showing you wealth by month (broken down by investments, assets and debts) as well as charts and graphs for a visual look at a glance.
And something I've never seen before, is the dividend tracker section. Here you get to see each of your dividends by company, and as a total by month and by year. Compare where your passive income is coming from and where to allocate your money for the maximum return.
Find out how to use your Wealth Tracker from me, Chris. As I take you through the wealth tracker tool live and show you using the real thing how to populate and fill it in for the best results.
Just click the video to get started. (video 8 mins)
It doesn't stop there. Use our product forum to ask any questions, get help with using the product or to give us any feedback about how we can make it better.
See if your question has already been asked, or ask your own.
