WealthTree is a lightweight personal finance app for organizing your assets into a clear “tree” structure—groups and assets—so you can see totals and allocations quickly. Track profit/loss, review breakdowns, and keep your data synced across devices when you want to.

Description

WealthTree helps you understand your wealth at a glance.

Build a clear structure for your finances using a simple “tree” model: create groups (like Cash, Investments, Real Estate) and add assets under each group. See totals, allocations, and performance in one place.

Key features:

  • Organize wealth with groups & assets
  • Totals and allocation breakdowns
  • Profit/loss tracking (amount and %)
  • Multi-currency support with exchange rates
  • Optional sync across devices
  • Export and sharing options

Designed to be lightweight and easy to use—so you can update quickly and get clarity right away.

Download WealthTrees now and start your private wealth management journey! đź’°

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