Stocks · Bonds · Funds · Crypto · Property · Business

All your assets,
one dashboard.

Semua aset Anda, dalam satu dashboard.

WealthView brings every asset you own into one clear view — stocks, funds, crypto, property, and business — so you finally know your real net worth without checking five apps.

Start free See how it works

🔒 We never ask for your bank password.

Preview of the WealthView dashboard — figures shown are an example.

Why WealthView

One number. Total privacy. Real insight.

Aggregation

Every platform and account, combined into a single net-worth figure and allocation view. Stop adding it up in your head.

Privacy

You stay in control. Enter holdings manually, or upload statements — we never ask for a bank login or password. Your credentials are never shared.

Insights

Track performance over time, see allocation by asset class, and measure your portfolio against benchmarks. Analytics built for serious self-directed investors.

Features

Everything you need to know your wealth.

Not just a number — the tools to understand it, track it, and stress-test it.

No typing

Upload a statement, not a spreadsheet

Drop in a PDF or screenshot from your broker, exchange, or bank, and WealthView reads the holdings and balances for you. No copying numbers by hand — your whole portfolio is in, in seconds.

Daily valuation

Your stocks, crypto, and gold are re-priced every day, so your net worth on screen is always today's number — not last month's.

Net-worth trend

A clear history chart shows your wealth growing over time across every asset — toggle categories to see what's driving it.

Category breakdown

See exactly how much sits in stocks, funds, crypto, property, commodities, and business — by value and by share.

Portfolio analysis

Concentration, diversification, and risk read at a glance — with an optional AI read of what your allocation really means.

Scenario stress test

See how a market crash or a rally would hit your portfolio before it happens, so a bad week is never a surprise.

Multi-currency

Hold rupiah and US-dollar assets side by side, and see one combined net worth in whichever currency you prefer.

Installment schedule

Track loans, pay-later, and credit-card installments with due dates and payoff curves — so your debts sit alongside your assets in one true net worth.

How it works

From scattered to clear in minutes.

1

Add your assets

Enter holdings manually for free, or upload your statements on Plus and let WealthView read them automatically.

2

See one net worth

WealthView values everything live and combines it into a single number with a clear breakdown by asset class.

3

Track & decide

Watch your wealth trend over time and use insights to rebalance with confidence.

Pricing

Start free. Upgrade when it saves you time.

Free works forever with manual entry. Plus automates the tedious part — uploading and reading your statements — and unlocks history and analytics.

Free
Rp 0forever
 
  • Net worth & allocation view
  • Manual entry for all your assets
  • IDX, US stocks, crypto & business
  • Statement upload
  • History & analytics
Start free
FAQ

Questions, answered.

Do I have to connect my bank or share my password?

No — never. WealthView works from manual entry or statement files you choose to upload. We don't ask for bank logins, passwords, or OTPs, and we can't move your money. Privacy is the whole point.

What's the difference between Free and Plus?

Free lets you enter your holdings manually and see your net worth and allocation — forever, no cost. Plus automates the tedious part: upload a statement from Stockbit, Pluang, Binance, or your bank and WealthView reads it for you. Plus also unlocks history over time and full analytics.

Which platforms does WealthView support?

WealthView works across asset types, not just one app: IDX & global stocks, mutual funds, crypto, property, business, and your bank & e-wallet balances. Whether you invest through Stockbit, Pluang, Ajaib, Bibit, Binance, Indodax, or others, it all lands in one view. More integrations are on the way.

Can I see values in USD as well as Rupiah?

Yes. WealthView handles multiple currencies and shows your combined net worth in the currency you prefer.

Is WealthView available now?

Yes — WealthView is live. Open the app, sign in with your email or Google, and start with your net worth in minutes. It runs in your browser, so there's nothing to install.

See your whole net worth in one place.

Sign up free and get your real net worth in minutes — no card, no bank password.

Start free No credit card. No bank password. Ever.