New in v1.3 — AI Portfolio Intelligence

Your Entire
Net Worth. One Map.

Track stocks, crypto, property, pensions, gold, and liabilities with live market prices. On-device AI analysis gives you a health score, focus areas, and insights — your data never leaves your device.

7-day free trial — no credit card required

100% Private
Live Market Prices
On-device AI
8 Currencies
Only in WealthMap

What makes it different

Features you won't find in generic finance apps. Built for people who want the full picture — without connecting a single account.

New in v1.3

AI Portfolio Intelligence

On-device AI analysis via Apple Intelligence: get a health score (0–100), focus areas, key observations, and performance attribution. Your data never leaves your device.

New in v1.3

Wealth Score Card

A composite score based on diversification, liquidity, debt ratio, portfolio growth, and tracking freshness. See exactly where your finances are strong — and where they need attention.

Exclusive

What-If Scenario Engine

Simulate selling an asset, buying a new one, paying off debt, or a market move. See instant portfolio impact before you act.

Exclusive

Smart Portfolio Alerts

Concentration drift, liquidity warnings, currency exposure, stale valuations, and net worth milestones — the app watches your portfolio so you don't have to.

Exclusive

Capital Gains Tax Tracking

For Ireland (€1,270 / 33%) and UK (£3,000 / 20%) residents. See severity alerts when unrealised gains approach your annual CGT exemption.

Exclusive

Asset Comparison

Compare 2–3 assets side-by-side with normalised percentage performance. See which holdings are actually pulling their weight.

Core Features

Everything you need to see
the bigger picture

Track your entire financial life — stocks, crypto, property, pensions, gold, collectibles, and liabilities — all in one place.

01

Net Worth Dashboard

Real-time net worth with interactive charts, allocation pie chart, and performance tracking over 7d, 30d, 90d, YTD, and all-time.

02

Live Market Prices

Stocks via Yahoo Finance, crypto via CoinGecko, gold spot price — auto-refreshing in the background every ~4 hours with daily net worth snapshots.

03

Multi-Currency Support

8 currencies (EUR, USD, GBP, CHF, PLN, SEK, NOK, DKK) with live exchange rates. Track assets in their native currency, see totals in yours.

04

Debt Management

Payment tracking, payoff progress, interest breakdown, and amortization schedules. See the true cost of your liabilities over time.

05

Price Alerts

Set price or percentage-based alerts on any asset. Get push notifications when stocks or crypto hit your buy or sell targets.

06

PDF Reports & CSV Export

Generate professional wealth reports for financial advisors. Export assets, liabilities, and payment history to CSV or PDF with one tap.

07

Document Storage

Attach photos, receipts, certificates, and deeds to any asset. Encrypted on-device storage keeps your documents secure.

08

iCloud Sync

Seamless multi-device sync via CloudKit. End-to-end encrypted — your data stays in your private iCloud container, never on our servers.

09

Biometric Security

Face ID and Touch ID with auto-lock. Your financial data is always protected, even if someone picks up your phone.

10

Widgets & Siri Shortcuts

Home Screen and Lock Screen widgets showing net worth and top assets. Ask Siri "What's my net worth?" for instant voice-powered access.

11

Spotlight Search

Find any asset or liability from iOS system search. Your portfolio is always a swipe away — no need to open the app first.

12

Historical Net Worth Charts

Daily snapshots of your net worth over time. See trends, milestones, and track your progress toward your financial goals.

What you can track

13 categories, one dashboard

Everything from property to pensions, mortgages to crypto — all with live pricing where available.

Assets (8 categories)
Cash Property Stocks & ETFs Crypto Pension Gold Collectibles Other
Liabilities (5 categories)
Mortgage Personal Loan Credit Card Student Loan Other
How it works

Get started in under 2 minutes

No accounts, no setup wizards, no bank connections. Just download and go.

1

Download & open

No sign-up. No email. Just open the app and pick your base currency.

2

Add your assets & liabilities

Search for a stock or crypto ticker, or manually enter property, cash, pensions, gold — anything. Add mortgages and loans to see your true net worth.

3

Get the full picture

Your dashboard shows total net worth, allocation breakdown, AI insights, and live price updates. Run what-if scenarios and set alerts to stay on top of changes.

Pricing

Simple, transparent pricing

Try everything free for 7 days. No credit card required.

Free Trial

7 days, full access

€0

 

  • All features unlocked
  • Live market prices
  • AI insights
  • No credit card needed
Get Started

Monthly

Billed monthly

€4.99/mo

 

  • Everything in Free Trial
  • Unlimited assets
  • Full history & trends
  • Cancel anytime
Start Free Trial

Prices may vary by region. Subscriptions auto-renew and can be cancelled anytime in your Apple ID settings.

Your data stays yours

WealthMap was designed with privacy at its core. Your financial data never leaves your control.

Stored on your device & iCloud

All data is stored on your device and your private iCloud account. No third-party servers. We cannot see, access, or retrieve your data.

No account required

Start using the app immediately. No sign-up, no email, no password.

Never sold or shared

Your financial data is never monetised, shared with advertisers, or sent to analytics platforms.

Biometric protection

Lock the app with Face ID or Touch ID. Your financial data is always secure.

Privacy Policy for WealthMap

Last Updated: March 2026

Overview

WealthMap ("the App") is developed and published by Build Forward, an independent app studio based in Ireland. We are committed to protecting your privacy.

What data does WealthMap collect?

  • Portfolio data you enter: Asset names, quantities, values, tickers, purchase prices, liability amounts, and payment records. Stored locally on your device using Apple's SwiftData framework.
  • Document attachments: Photos and PDFs you attach to assets are stored on-device only.
  • Preferences: Your chosen base currency, theme, notification settings, tax jurisdiction, and net worth goal.
  • Subscription status: Apple manages your subscription. We receive only a yes/no entitlement status — never your payment details.

Where is my data stored?

All data is stored locally on your device. If you enable iCloud Sync, your data is also stored in your private iCloud container — accessible only to you and protected by your Apple ID. We do not operate servers. We cannot see, access, or retrieve your data.

What third-party services are used?

  • Yahoo Finance API — to fetch live stock and ETF prices. Only ticker symbols are sent; no personal data.
  • CoinGecko API — to fetch live cryptocurrency prices. Only coin identifiers are sent; no personal data.
  • Frankfurter API — to fetch currency exchange rates. No personal data is sent.
  • Apple StoreKit — to manage subscriptions. Apple handles all payment processing.
  • Apple CloudKit (optional) — for iCloud Sync. Data stays in your private iCloud container.

What data is NOT collected?

  • No analytics or tracking SDKs
  • No advertising identifiers
  • No email addresses or accounts
  • No location data
  • No data shared with third parties for advertising
  • No server-side storage of any user data

Data retention

Your data exists only on your device (and in your iCloud if sync is enabled). Deleting the app removes all local data. iCloud data can be managed through your Apple ID settings.

Children's privacy

WealthMap is not directed at children under 13. We do not knowingly collect data from children.

Your rights

You have full control over your data at all times. You can export your portfolio to CSV, delete individual assets or liabilities, or delete the app entirely to remove all data.

Contact

support@buildforward.eu

Terms of Service

Terms of Service for WealthMap

Effective: March 2026

1. Acceptance

By downloading or using the App, you agree to these terms.

2. Description of service

WealthMap is a personal finance tracking app for assets, liabilities, and net worth with live market prices and analytics.

3. Not financial advice

Nothing in the App constitutes financial, tax, or investment advice. Always consult a qualified financial advisor.

4. Subscriptions and billing

7-day free trial, Monthly €4.99/mo, Annual €29.99/yr. Managed by Apple. Auto-renew unless cancelled 24hrs before end of period.

5. Data accuracy

Market prices from third-party APIs. We don't guarantee accuracy.

6. User responsibility

You are responsible for data accuracy you enter.

7. Intellectual property

App is property of Build Forward.

8. Limitation of liability

Not liable for indirect/consequential damages.

9. Changes to terms

May update; continued use = acceptance.

10. Governing law

Laws of Ireland.

Contact

support@buildforward.eu

Support

Need help?

Have a question, found a bug, or want to request a feature? We'd love to hear from you.

support@buildforward.eu

Start tracking your wealth today

7-day free trial. No account required. Your data stays on your device.

Download on the App Store

WealthMap is a personal portfolio tracker — not a bank, brokerage, or exchange. No financial transactions are processed. No buying, selling, or trading occurs in this app.