Introduction
When investments are spread across brokers, crypto apps, P2P platforms, funds, cash and other asset buckets, the hardest part is often seeing the combined picture. Total Wealth Tracker is designed for that overview.
What a comprehensive wealth overview means
The app tracks money at platform level. One row represents one broker, account or asset bucket, with an invested value, current value, currency and date. You update those values manually rather than connecting brokerage accounts.
- Total wealth: See the combined current value of the platforms you track.
- History: Review value snapshots across periods such as 1M, 3M, 1Y, 3Y, YTD and All.
- Allocation: Understand how wealth is distributed across asset types.
- Performance: Compare invested and current values and distinguish realized from unrealized gains where recorded.
- Portfolio Health: Review rule-based signals for diversification, concentration, cash and related portfolio structure metrics.
What the app does not do
Total Wealth Tracker does not import live positions or market quotes from brokers. It does not trade on your behalf or research individual securities. The purpose is a simple consolidated overview based on the values you enter.
Practical example
You might track Interactive Brokers, a crypto wallet, a P2P account, a fund and cash as five separate lines. Updating the current value of each account gives you one combined portfolio without maintaining a stock-by-stock ledger.
Frequently Asked Questions
Can I track different asset types together?
Yes. Built-in types include stocks, P2P, real estate, gold, silver, funds, crypto, bonds, cash and rent, and custom types can also be created.
Does the app automatically synchronize broker balances?
No. Portfolio values are entered manually. Optional cloud sync can keep those manually entered values available across devices and a shared workspace, but it is not broker API synchronization.
Where can I learn more about consolidated tracking?
See the net worth tracker and multi-broker portfolio tracker pages.
Conclusion
A comprehensive overview does not require tracking every security individually. For investors who mainly want to understand their total wealth across several platforms, a platform-level approach can keep the process much simpler.
