WealthNX AI

OPENING
WealthNX AI is the personal finance dashboard and WealthNX AI: Wealth Assistant that brings your available financial information together without the need for multiple apps. Connect supported accounts in read-only mode to view your stocks, crypto and investment data in one place, or add financial information manually where that feature is supported.
Keeping track of your portfolio is easier when everything is in one screen. WealthNX organizes your investment data across supported connected accounts and manually added entries so you have a clearer picture of your holdings without logging into multiple platforms or updating spreadsheets by hand. Your portfolio view reflects the data available from the accounts and information you have connected to the app.

TRACK SPENDING AND EXPENSES
Beyond investments, WealthNX works as a spending tracker and expense tracker for your everyday finances. Transactions from supported connected accounts are organized into a spending dashboard by category so you can follow your cash flow and track spending over time. You can also log expenses manually where manual entry is available to keep your spending information as complete as possible.

PERSONAL FINANCE DASHBOARD
The personal finance dashboard inside WealthNX pulls your available investment data, spending information and account details into one view. Portfolio activity, expense tracking and account summaries sit together in a single financial overview so you can see more of your financial picture without switching between apps.

AI-POWERED INSIGHTS
The AI-powered insights built into WealthNX analyze the financial information available in your account and explain what they find in plain language, surfacing informational insights about your portfolio activity and spending patterns to help you stay informed. These insights are provided for informational purposes only. WealthNX does not offer investment advice, trading signals or market predictions, and nothing in the app should be taken as a financial recommendation.

TRACK FINANCIAL GOALS
Financial goal tracking is also part of the WealthNX experience. Set a savings goal, a financial milestone or a personal finance objective and track your progress based on the data you have connected or entered. The goal tracker keeps your priorities visible as your financial information is updated.

SECURE READ-ONLY CONNECTIONS
Supported account connections inside WealthNX are read-only. The app can access your financial data through those connections but cannot move funds, execute trades or make changes to your accounts. Information you add manually is handled in accordance with our Privacy Policy and applicable security practices.

CLOSING
If you want one app that works as a portfolio tracker for your stocks and crypto, a spending tracker for your expenses, a wealth tracker for your financial goals and a personal finance dashboard for the rest, WealthNX brings all of that together in one place.

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/