Budget smarter, track every dollar, and invest with AI-powered analysis, all in one beautiful, easy-to-use dashboard.
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Most finance apps show you numbers. WealthPulse shows you the story behind those numbers: where your money is going, what your investments mean, and what you could do differently. Powered by AI, designed for clarity.
9 tools
Budgeting, investing, debt, goals, net worth, all in one place
AI-powered
Real-time asset analysis, portfolio building, and plain-English insights
$9.99/month
No hidden fees, no upsells. One price, everything included.
Set category budgets, track real spending, and see your savings rate at a glance. WealthPulse gives you a complete picture of your financial health: income, expenses, debts, and goals in one dashboard.
Monthly budgets
Set limits per category and see live progress as you spend
Transactions
Full history with categories and running totals
Subscriptions
All recurring charges in one place with monthly cost total
Debt tracker
Avalanche or snowball: see your payoff date & interest saved
Goals
Set savings targets with progress rings and target dates
Net Worth
$124,130
Monthly Income
$9,700
Monthly Spend
$3,905
Budget Overview
Recent Transactions
Salary Deposit
Income
Whole Foods
Groceries
Netflix
Entertainment
Shell Gas Station
Transport
Amazon
Shopping
📊 Snapshot
$211.80 · +1.2% today · $3.2T cap · in a primary uptrend.
🏢 Fundamentals
Services +14% YoY, ~32× P/E, durable ecosystem moat.
📈 Technical Setup
Support $205 · resistance $218 · invalidation below $198.
🚀 Catalysts
iPhone 16 cycle, earnings beat expected, AI feature rollout.
🎯 Price Targets
Type any ticker and get a full AI-generated analysis in seconds: price targets, technical signals, fundamental data, and a plain-English buy/hold/sell recommendation. No finance degree required.
AI Asset Analyzer
Live data + buy/hold/sell rating with 1-week to 1-year targets
AI Portfolio Builder
Describe a theme and get a fully diversified allocation built for your balance
Portfolio Analyzer
Screenshot your brokerage and get 5 specific AI improvement recommendations
Investment tracker
All holdings with gain/loss %, allocation, and total portfolio value
Net worth tracker
Assets, liabilities, and a 12-month history chart
One subscription. Nine powerful tools. All built to work together.
Budget Planner
Set category limits, track spending, and see your savings rate every month.
Transaction Log
Every income and expense in one place, organized by category and date.
Subscription Tracker
See all your recurring charges and know exactly how much you spend on subscriptions.
Debt Tracker
Choose avalanche or snowball. See your payoff date and the interest you'll save.
Goals
Set savings goals with target amounts and dates. Visual progress rings keep you on track.
Investment Tracker
All your holdings with real-time gain/loss, allocation breakdown, and total portfolio value.
AI Asset Analyzer
Type any ticker for live AI analysis: price targets, technicals, fundamentals, and a recommendation.
AI Portfolio Builder
Describe an investment theme and get a full diversified portfolio sized to your investable balance.
Portfolio Analyzer
Upload a brokerage screenshot and get a full AI review with 5 actionable improvements.
One plan. Everything included. Cancel anytime.
Everything you need to master your finances
$9.99
per month
7-day free trial
Full access from day one. Cancel before day 7 and you won't be charged.
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