All Your Investments, One Dashboard
Stop logging into Fidelity, Schwab, Robinhood, and Coinbase separately. See your entire investment portfolio — stocks, retirement accounts, and crypto — in one view.
Connects to Fidelity, Schwab, Vanguard, Robinhood, E*TRADE, TD Ameritrade, Coinbase, and all major US brokerages.
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Investment Tracker for USA — FAQ
Can I track my 401(k), IRA, and stocks in one app?
Yes. Wealthi AI connects to all major US brokerages and retirement account providers including Fidelity, Charles Schwab, Vanguard, Robinhood, E*TRADE, and TD Ameritrade. You can see your 401(k), Traditional IRA, Roth IRA, 403(b), HSA, taxable brokerage accounts, and crypto holdings in a single dashboard alongside your bank accounts.
How does Wealthi AI connect to brokerages?
Wealthi AI connects to US brokerages through SnapTrade's secure infrastructure — the same technology trusted by major fintech companies. You authenticate directly with your brokerage, and Wealthi AI receives read-only access to your holdings and balances. Your login credentials are never stored by Wealthi AI.
Can I see my entire net worth including investments?
Yes, that's what makes Wealthi AI unique. It combines bank accounts, brokerage accounts, retirement accounts, crypto exchanges, and manual asset entries (like property) into a single net worth calculation. You can see how your total wealth is growing over time with historical charts.
Does it support crypto alongside traditional investments?
Yes. Wealthi AI connects to major crypto exchanges (Coinbase, Kraken, and more) and lets you track blockchain wallet addresses. Your crypto holdings are valued at real-time market prices and included in your total portfolio and net worth calculations alongside stocks, bonds, and other traditional assets.
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