WealthR
A UK wealth tracking, tax, and retirement planning application for self-directed investors to model financial scenarios without bank linking.
Open productWhat it does
About WealthR
WealthR is a UK wealth tracking, tax, and retirement planning application created by Liam Kane for self-directed investors, savers, FIRE planners, and retirees. It enables users to track accounts including ISAs, SIPPs, pensions, and property without open banking or bank linking, relying on manual monthly inputs to protect privacy. The platform features three-scenario projections with live sliders, a Monte Carlo simulator for modeling market trajectories, dual-partner household financial planning, and 23 free standalone UK financial calculators.
- Availability:
- launched
- Access:
- freemium
- Format:
- software
Pricing at launch: Core tracking tools and 23 standalone calculators are free forever without requiring a payment card, with an optional paid Pro tier available.
Core capabilities
Multi-Asset & Household Tracking
Aggregates assets such as ISAs, SIPPs, pensions, and property for individual or partner household views without connecting to bank accounts.
Monte Carlo & Scenario Forecasting
Runs three-scenario projections with interactive sliders and a Monte Carlo simulator that evaluates market paths to forecast portfolio runway.
Keep discovering
Related debuts
Continue with products that solve a similar problem or serve the same kind of maker.
