Upload your spreadsheets, investments, properties, debts, income, and expenses — and instantly see your complete financial world in one intelligent dashboard.
Already have a spreadsheet? Upload it and WealthOS will make sense of it.
Before
After
Net Worth
$248,500
↑ +8.2% this year
Health Score
Healthy
Trajectory
↗ Growing
No need to start from scratch. Upload your existing financial spreadsheet, property tracker, investment sheet, or debt list. WealthOS organizes it into assets, liabilities, income, expenses, and net worth.
Every part of your financial world, organized and visible.
Properties
Investments
Vehicles
Cash
Gold
Business
Loans
Savings
A simple 0–100 score that tells you exactly where you stand — across liquidity, debt, savings rate, and asset diversification.
Financial Health
74
Healthy
Up and running in minutes.
Upload your Excel or answer guided questions to add your assets, debts, and income manually.
Your financial data is automatically categorized, calculated, and structured into a clear picture.
Check the data, adjust anything that needs editing, and confirm your financial world.
Return each month to update values, track progress, and watch your wealth trajectory improve.
WealthOS doesn't just show you where you are — it shows you where you're headed. Track whether your wealth is Accelerating, Growing, Stable, Declining, or at risk.
Your financial data belongs to you. WealthOS is designed to help you structure and understand your own information. No other user can ever see your data.
Start for free. Upgrade when you're ready.
$0
$9/mo
$19/mo
Custom
Can WealthOS read Excel files?
Yes. Upload your .xlsx, .xls, or .csv file and WealthOS will scan it, interpret the data, and help you map it into your financial dashboard.
Can I use WealthOS without creating an account?
Yes. You can build your financial world manually without creating an account. Your data is saved securely when you log in.
Can I use multiple currencies?
Absolutely. Each asset, liability, or transaction can be recorded in any currency. You choose your home currency and WealthOS handles the rest.
Is my data private?
Yes. Your financial data is private and belongs to you. No other user can access your information.
Can I export my reports?
Yes. Export your financial data and reports as CSV or Excel. PDF export is coming in a future version.
Can I manually edit imported data?
Yes. After upload, you can review, accept, edit, or ignore every detected mapping before anything is saved.
Is WealthOS financial advice?
No. WealthOS is an educational and organizational tool. It helps you structure and understand your financial information. It does not provide regulated financial, investment, tax, or legal advice.
Upload your spreadsheet or start building manually — in minutes you'll have a clear picture of your net worth, health score, and wealth trajectory.
Build My Financial WorldWealthOS is an educational and organizational tool. It does not provide regulated financial advice.