WealthCheck

About

WealthCheck is a unified portfolio tracker designed for self-directed investors who oversee their own capital across various accounts and brokerage platforms. It eliminates the need for scattered spreadsheets and disjointed broker interfaces by providing one integrated dashboard that displays all holdings, real-time market data, and detailed performance insights. This tool offers the sophistication of professional-grade software while remaining straightforward to use, with a setup process that requires only a few minutes.