WealthRoots

Finanzas

Gratis · Compras dentro de la app · Diseñada para iPad

WealthRoots – Your All-in-One Wealth Tracker WealthRoots is a comprehensive asset and investment tracking app tailored for Jamaicans. Securely consolidate all your financial information – from real estate to stocks – in one place. Track your net worth, monitor assets, and gain valuable insights with ease, all through a single app. Key Features • Real Estate & Property Tracking: Keep tabs on property values and home equity. • Vehicle Asset Management: Monitor your cars’ values, maintenance, and depreciation. • Jewelry & Valuables Catalog: Catalog your jewelry, artwork, and collectibles with current valuations. • JSE Stock Tracking: Follow your Jamaica Stock Exchange investments with basic tracking tools. • Cash & Bank Accounts: Stay updated on balances across cash holdings and bank accounts. • Portfolio Performance Insights: Visualize your overall net worth and asset performance over time. • Smart Alerts & Notifications: Receive timely alerts for asset value changes and important updates. • Secure Data Encryption: Bank-level security ensures your sensitive data remains private. • Multi-Currency Support (JMD & USD): Manage assets in Jamaican Dollars or US Dollars. • Offline Access: Access key financial data even without an internet connection. Ideal For WealthRoots is perfect for: • Jamaican investors and asset holders • Real estate investors • Car & vehicle owners • Collectors of valuable items (e.g., jewelry, art) Subscription Required (7-Day Free Trial) Please Note: WealthRoots requires an active subscription to unlock and use all features. New users receive a 7-day free trial to explore every feature risk-free. Choose a Monthly or Yearly plan to continue with unlimited access after the trial. You can cancel anytime (The annual plan offers greater savings.) Subscription Details: • Payment is charged to your Apple ID account at the end of the 7-day free trial, unless you cancel at least 24 hours before the trial ends. • Subscription auto-renews (monthly or yearly) unless auto-renew is turned off at least 24 hours before the end of the current period. • You will be charged for renewal within 24 hours prior to the end of the current period, at the same cost as your chosen plan. • Manage or cancel your subscription anytime via your Apple ID account settings. • Any unused portion of the free trial will be forfeited if you purchase a subscription before the trial period ends. Take control of your financial future – download WealthRoots today and start your 7-day free trial! The WealthRoots Watch App requires the WealthRoots iPhone app with a signed-in account to display portfolio data. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://phoenixdgtl.com/wealthroots-privacy-policy/

  • Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.

What's New in WealthRoots 2.5 Personalize Property & Vehicle Assets • Added the ability to add 1 to 3 photos for your properties/vehicles and set an image as a thumbnail for that asset. Track Buys & Sells More Easily • Added a green "Buy" button right next to "Sell" on stock detail pages — add new transactions faster than ever. • Added a + button next to the Transaction History section on the Stock Details screen. Market Indices • Market Indices section is now live in Analytics with interactive historical charts for all JSE indices. • Improved data reliability — the app now gracefully handles missing index data instead of crashing. Multi-Currency Support • Choose from JMD, USD, CAD, GBP, and EUR as your preferred display currency. • Watchlist widgets now display prices in the correct currency instead of a hardcoded default. Milestone Notifications • "View", "Complete", and "Snooze" actions on milestone reminders now fully work — mark goals complete or snooze for 1 hour right from the notification. Account & Profile • Fixed a bug with the Sign Out flow • Fixed a bug with the Delete Profile Photo flow • Account deletion is faster with batch processing instead of one-by-one removal. Data Export • Export your full portfolio as JSON or CSV with detailed asset-specific fields (ticker, shares, address, vehicle info, and more). Polish & Reliability • Added an offline indicator banner so you always know your connection status. • Pull-to-refresh on the Analytics screen for up-to-date data. • Better empty states with helpful prompts when your asset list or watchlist is empty. • Number format picker (Standard/Compact) is now available in Display Preferences. • Improved stability throughout the app.

El desarrollador (Phoenix Digital, LLC) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .

  • No se recopilan datos

    El desarrollador no recopila ningún dato en esta app.

    Las prácticas de privacidad pueden cambiar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles

    El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles

    • Vendedor
      • Phoenix Digital, LLC
    • Tamaño
      • 22.5 MB
    • Categoría
      • Finanzas
    • Compatibilidad
      Requiere iOS 17.6 o posterior.
      • iPhone
        Requiere iOS 17.6 o posterior.
      • iPad
        Requiere iPadOS 17.6 o posterior.
      • Mac
        Requiere macOS 14.6 o posterior y una Mac con el chip M1 de Apple o posterior.
      • Apple Vision
        Requiere visionOS 1.3 o posterior.
      • Apple Watch
        Requiere watchOS 26.0 o posterior.
    • Idiomas
      • Inglés
    • Edad
      4+
    • Compras dentro de la app
    • Copyright
      • © 2025 Phoenix Digital, LLC