Development preview: WealthLedger is currently in development mode, and the application code is fully generated with AI assistance.
Calm portfolio tracking for serious investors.
WealthLedger organizes your holdings, income, performance, and planning signals into one private workspace, so every review starts from clean numbers.
Dashboard
Portfolio Overview
Market open
Net worth
$428,910
+8.4% YTD
Dividend income
$12,840
+$940 this qtr
Allocation drift
2.7%
review ready
Performance
Value timeline
1Y
Holdings
VFV
S&P 500 ETF
34.2%
+1.8%
XEQT
All Equity ETF
27.4%
+0.9%
CASH
High interest
12.8%
0.0%
AAPL
Apple Inc.
8.6%
+2.1%