Your whole financial life, in one clear view.
WealthClaude brings your stocks, crypto, dividends, assets, debts and budget together — across the US and India — with real-time data and AI insights that actually understand your money. Built for everyday investors, free to start.
What is WealthClaude?
Most people's money is scattered — a brokerage here, a few Indian stocks there, some crypto, a savings goal, a couple of loans. WealthClaude pulls it all into a single, honest picture: what you own, what you owe, what it earns, and what to do next. No spreadsheets, no juggling apps, no jargon.
Everything you need to track and grow
Every market, one place
Track US stocks & ETFs, Indian (NSE/BSE) stocks, and crypto — with live prices and automatic ₹↔$ conversion. Add manual assets like gold and real estate too.
Real portfolio analytics
See allocation by sector, industry, country and asset type, spot concentration risk, and get rebalancing suggestions to hit your targets.
True net worth
Investments + manual assets − debts, all in one number — so you always know where you actually stand.
Dividends & income
Forecast upcoming payouts, track received income, view a dividend calendar, and follow your reinvestment (DRIP) over time.
Budget, goals & debt
A tax-aware budget tracker (US & India) estimates your take-home pay, syncs your debt, and tracks progress toward your financial goals.
Market intelligence
Global markets, sector heat maps, top movers, fear & greed, an economic calendar, and curated news for your holdings — US and Indian.
AI that knows your portfolio
Ask questions in plain English — "Am I diversified?", "How do I cut my bills?" — and get answers grounded in your real numbers.
Private & secure
Your data is isolated per account with row-level security, and nothing about your finances is ever sold.
Our mission
Professional-grade financial tools have always been locked behind expensive platforms. We're changing that — making clear, powerful, multi-market portfolio analytics accessible to everyone, so anyone can make confident money decisions.
Start tracking your portfolio