WealthView USA-Finance Tracker

Know your worth.

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

WealthView — Net Worth & Retirement Planner Track every dollar. Plan your retirement. Know your number. WealthView gives you a complete picture of your financial life in one place — your home, savings, investments, 401(k), debts, and more — and shows you exactly where you stand and when you can retire. TRACK YOUR NET WORTH Add all your accounts across every category: real estate, mortgage, brokerage, 401(k)/IRA, HSA, cash, and other assets. Your net worth updates instantly as you make changes. A live chart shows your wealth over time with snapshot history to track your progress. PLAN YOUR RETIREMENT Set your retirement age, target income, Social Security amount, and claim age (62, 67, or 70). WealthView projects your portfolio through retirement, showing your year-by-year balance, when your nest egg runs out, and whether you're on track. Adjust for inflation with real-terms projections. Model pension or annuity income alongside Social Security. UNDERSTAND YOUR TAXES See your federal income tax, effective rate, estimated take-home pay, and FICA (Social Security + Medicare) at a glance. Track your 401(k) contribution against the IRS annual limit. Plan your HSA contributions with the triple-tax-advantage tracker. Model your estate tax exposure and long-term capital gains position. NET WORTH MODELER Project the impact of mortgage overpayments, investment contributions, or lump sum deposits on your future net worth. See how small changes today compound into significant wealth over time. SCENARIO PLANNING Run stress tests and compare retirement scenarios side by side. Model life events — career changes, windfalls, large purchases — and see how they affect your retirement date and nest egg. FREE TO USE WealthView is free with unlimited accounts, net worth tracking, retirement chart, and tax overview. Upgrade to Premium ($9.99 one-time) to unlock all retirement controls, full year-by-year breakdown, Net Worth Modeller, unlimited snapshot history, inflation-adjusted projections, and full tax planning tools. Try Premium free for 48 hours — no payment required. One-time payment. No subscription. No ads. Your data stays on your device.

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Version 1.1

The developer, Cameron robertson, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • SummitView Apps Ltd
    Size
    • 12.7 MB
    Category
    • Finance
    Compatibility
    Requires iOS 15.0 or later.
    • iPhone
      Requires iOS 15.0 or later.
    • iPad
      Requires iPadOS 15.0 or later.
    • iPod touch
      Requires iOS 15.0 or later.
    • Mac
      Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    4+
    In-App Purchases
    Yes
    Copyright
    • © SummitView Apps
  • Developer Website
  • Privacy Policy

    • More by Cameron robertson

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