Your money, all in one.
Bring your accounts together, understand what you own, and review your next move with Alfred.
Product screenshot · practice account
A second opinion. Your final decision.
Alfred helps you examine an idea. You review the proposal and approve each trade before it is routed to a supported broker.
Review the proposal
See the asset, amount, account, and order details together.
Approve each trade
Every order requires your approval.
Keep your own accounts
Your assets stay with your financial institutions. Wealthnow never takes custody.
Illustrative preview
From the big picture to the next decision.
Your accounts, holdings, and research, with the context to connect them.
See where you stand.
Bring balances and holdings into one view. See your account value, allocation, and spending without jumping between accounts.
Product screenshot · sample account
Understand what you own.
Look inside your allocation, see where you are concentrated, and keep your holdings in perspective.
Product screenshot · sample account
Ask a better question.
Explore a company, compare ideas, and ask Alfred to explain what matters in the context of your portfolio.
Product screenshot · sample account
Explore the markets.
Browse categories, the day’s gainers and recent IPOs, then open any company to see its chart, financials and news.
Product screenshot · sample account
Market news, read for you.
Wealthnow tracks the events that move your holdings and surfaces what actually matters.
Product screenshot · sample account
Orders routed to your broker.
Approve a trade and Wealthnow routes the order to your broker, at supported brokers.
Every order requires your approval.
Product screenshot · practice account
Try an idea with practice money.
A practice account uses simulated money: prices are real market data, trades are simulated and no real orders are placed. Trading is available at supported brokers, and every order requires your approval.
Product screenshot · practice account
Your accounts belong here.
Connect the institutions you use and bring your holdings into one view. Trading is available at supported brokers.
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Illustrative preview
Connect your first accountWealthnow connects your accounts, Alfred answers your questions, and you approve each trade
Connect your first account
Bring your holdings into one view. Your assets stay with your financial institutions.
Ask Alfred
Ask about a company or your allocation, and see what matters for your portfolio.
Approve each trade
See the asset, amount, account and order details together. Every order requires your approval. Trading is available at supported brokers.
Algorithmic strategies. Try them on paper.
Explore example strategies with transparent rules, backtest them (hypothetical results), and paper trade them with live market data. Live strategy subscriptions are not publicly available.
- Backtest first (hypothetical results)
- Preview only: no live subscriptions
- Every live order waits for your approval
Build with Wealthnow.
Bring financial data into your own product or agent with REST and MCP.
- 300+ REST endpoints across 21 data products
- MCP server: register Wealthnow as a tool source
- The public API provides market data and analytics. It does not place orders.
Have questions? Find answers.
No. Your funds and securities remain at the brokerage you connect. Wealthnow reads positions and routes the trades you authorise at supported brokers, but the brokerage holds the assets and executes the orders.
Make room for a clearer view.
Start with your accounts. Build from there.