PrivyWealth: Finance Suite

Private Finance Workspace

Only for Mac

$49.99

Mac

PrivyWealth is a private, local-first finance workspace for people who want a detailed view of their wealth without putting sensitive records into an online account. Use it to organize net worth, accounts, investments, real estate, vehicles, valuables, mortgages, taxes, expenses, business profit and loss, and long-range projections in one Mac app. Data lives in a local workspace file that you choose, with read-only opening, write PIN protection, viewer profiles, auto-lock, and encrypted bulk import support. PrivyWealth is built for serious personal finance tracking: - Net worth history with manual entries, CSV import, charts, and year-end snapshots - Account metadata, account snapshots, bank transactions, tags, and monthly return buckets - Investment securities, prices, dividends, splits, private holdings, benchmarks, risk metrics, and portfolio analysis - Real estate, mortgage schedules, property valuation snapshots, cash flow, and return analysis - Vehicles, valuables, legal entities, ownership relationships, and asset summaries - Income tax trackers, summary income, expenses, education costs, budgets, and business P&L - FX rates, display currency conversion, routine updates, and optional API-powered market data - CSV transformation and bulk import workflows with reusable mappings, preview, matching, deduplication, skipped-account memory, and diagnostics PrivyWealth is designed for people who already keep financial records in spreadsheets, PDFs, CSV exports, brokerage reports, property files, or personal notes, and want a more structured home for long-term analysis. It is especially useful when you care about both the high-level picture and the underlying details: total assets, account values, investment mix, country and sector exposure, real estate equity, business income, expense trends, tax records, and future projections. The app favors transparency over automation. You stay in control of what is imported, matched, converted, synced, and included in summaries. Optional data update tools can fetch FX rates and market data when configured, but imports and updates are user-initiated. PrivyWealth does not provide financial, tax, legal, or investment advice. Analysis tools are informational and depend on the data you enter or import. No account required. No subscription required. No cloud workspace required. A private finance command center for your own Mac.

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Bug fixes and performance improvements.

Version 8

The developer, Space 64 LLC, 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
    • Space 64 LLC
    Size
    • 20.3 MB
    Category
    • Finance
    Compatibility
    Requires macOS 10.15 or later.
    • Mac
      Requires macOS 10.15 or later.
    Languages
    • English
    Age Rating
    4+
    Copyright
    • © 2026 Space64
  • Developer Website
  • Privacy Policy

    • Supports

    • Family Sharing

      Up to six family members can use this app with Family Sharing enabled.

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