One dashboard for everything you own. Crypto, stocks, real estate, gold, cash, business equity. With AI that knows exactly where we are in the cycle.
Start Tracking →Wealth OS connects every asset class into a single, real-time net worth dashboard. Manual entries for anything we can't auto-sync.
Wallets, exchanges, DeFi protocols, staking positions. Real-time valuations across every chain.
Brokerage accounts, retirement funds, 401(k)s, IRAs. Connected through Plaid for instant sync.
Property values, rental income, mortgage tracking. Automated valuations or manual entries.
Gold, silver, platinum positions. Physical holdings or paper equivalents. Live spot prices.
Bank accounts, high-yield savings, CDs, money market. See your total liquidity instantly.
Private companies, partnerships, startup equity, revenue-based valuations. Your full picture.
Most investors track assets but ignore the macro environment driving their returns. Wealth OS changes that.
Wealth OS tracks 20+ macro indicators and translates them into a single Cycle Position Score. The AI advisor tells you what the current environment means for YOUR specific allocation.
Daily insights. Portfolio stress testing against historical cycles. Allocation suggestions based on where we are, not where we were.
Financial creators: launch your own branded wealth dashboard for your audience. Your colors, your domain, your investment philosophy baked into the AI. You keep 70% of subscriber revenue.
Your logo, colors, domain. Your audience never sees "Wealth OS."
Encode your investment thesis into the AI advisor. It speaks your language.
See aggregated insights about your community's financial behavior.
Enterprise-grade infrastructure at creator-friendly pricing.
Set yours. Track it. Share every milestone on the way there. Wealth OS turns wealth building from a vague aspiration into a measurable, daily pursuit.
Set Your Freedom Number →