Introduction
Stocks, crypto and P2P investments often live in completely different apps. Total Wealth Tracker lets you represent each account as a platform-level entry and view them together.
Tracking a stock broker
Instead of importing every stock, add the broker account as one line. Store how much you invested and the account's current total value when you review it.
Tracking crypto
A crypto exchange or wallet can also be tracked as a single account total. The app does not monitor Bitcoin or other token prices in real time; you update the wallet value manually.
Tracking P2P
For P2P platforms, track the total value of the platform account rather than individual loans, repayment schedules or interest transactions. This keeps the P2P exposure visible in the same overall portfolio.
What the combined view can show
- Total wealth across the tracked platforms.
- Allocation by asset type.
- Historical portfolio snapshots.
- Account-level gains based on invested and current values.
- Rule-based Portfolio Health signals for diversification, concentration and related portfolio structure.
What it does not do
The app does not provide live quotes, individual-stock analytics, market predictions, P2P loan-level repayment tracking or buy/sell recommendations.
Frequently Asked Questions
Can I see individual stock performance?
Not as part of the core tracking model. A broker account is intended to be tracked as one line.
Does the app update crypto prices automatically?
No. Crypto account values are updated manually.
Can I track several P2P platforms?
Yes. Each platform can be a separate entry.
Conclusion
This approach is useful when the goal is a consolidated overview rather than a trading terminal. Explore the portfolio tracker and P2P investment tracking pages.
