Understand your wealth. Plan what's next.
Bring your investments, goals and risks together. See where you stand, what deserves attention and which next step fits your plan.
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You don't have to be a financial expert. Wealthfold explains key figures, risks and developments step by step, so you know what they can mean for your portfolio.
Key terms and figures are explained first, with the underlying calculation always available underneath.
Investments, savings and more, together in one calm overview. No spreadsheets, no five different apps.
See when your goals come within reach — and the small steps that get you there years sooner.
Wealthfold combines a calm personal overview with the figures behind it. Start with the explanation and go deeper only when you want to.
We tell you in plain language when too much of your money sits in one sector or country — before a dip hurts.
Based on what you have and what you put in each month, you see when your goals come within reach — and what small change gets you there sooner.
Portfolio characteristics explained in clear, neutral language, so you can better understand risks, diversification and possible trade-offs.
Wealthfold translates your investments, risks and goals into understandable insights. You see what matters first, and can review the figures and analyses whenever you want.
A risk you should know about
A big part of your money is in US tech companies. If they drop hard, your total wealth drops with them.
Look at your spread
Your portfolio leans heavily on US technology. Consider whether a broader spread across sectors fits your goal and risk profile.
Reach your goal sooner
Putting €300 extra aside each month gets you to financial freedom 2.3 years earlier.
Wealthfold helps you understand and plan your investments. It provides general information, not personal investment advice.
Start free. Upgrade when you want clearer insights, risk awareness and more advanced planning tools.
A clear overview of your money — perfect to see where you stand today.
For people building serious wealth: personal insights in plain language, with the figures and analyses behind them.