Wealth Traka Features

Auto-parse exports from Coinbase, Binance (Spot, Transaction, Withdraw, Deposit, C2C), Kraken, Crypto.com, Gemini, KuCoin, and Trading 212. Our importer detects the format instantly — no reformatting needed. Holdings are calculated automatically from your transactions.

Crypto, stock portfolios, commodities (gold, silver, platinum), real estate, luxury watches, jewellery, business equity, bank accounts, cash, pensions, NFTs, and any other asset. No other tracker covers this breadth.

Track mortgages, loans, credit cards, overdrafts, and any debt alongside your assets. See your real net worth after all liabilities are subtracted — with debt payoff projections and weighted average interest rates.

Gold, silver, and platinum holdings are automatically valued using live spot prices. Enter your weight in oz, grams, or kg — the dashboard converts it instantly. No manual price updates needed.

Log properties, rental income, and appreciation. Track your real estate portfolio alongside every other asset class. Your property ambition, properly tracked.

Import your Trading 212 XLSX and Wealth Traka automatically calculates your net share positions, average entry prices, and live P&L using real-time Yahoo Finance prices.

Built-in data health checks detect duplicate holdings, zero-quantity positions, missing cost bases, and stale prices. The data audit page lets you inspect and fix every record.

Store tax reports, exchange statements, receipts, insurance documents, valuations, and certificates. Linked to your portfolio for easy retrieval at tax time.

Crypto, commodities, and currency prices update with one click via CoinGecko. Your portfolio value is always current — never stale.

Daily net worth snapshots stored automatically. View your portfolio value over 7d, 30d, 90d, 1y, and all time as a line chart on the Dashboard and Analytics page.

Assets valued in USD, GBP, EUR, CHF and 20+ currencies. Automatic conversion using live exchange rates from the AssetPrice table with Frankfurter API fallback.

See exactly how much real money you have deployed across crypto exchanges (from FiatDeposit records), physical asset purchases, and brokerage accounts.

Your data is completely isolated per user. No sharing, no selling, no third-party access. Each account sees only its own data. Bank-grade encryption.

Track rental income, staking rewards, dividends, and interest from physical assets. See monthly income, annual projected income, and portfolio yield.

Set price alerts for any crypto or asset. Get notified when an asset hits your target — above or below. Set portfolio-wide large mover alerts in Settings.

Top Gainers and Top Losers updated every price refresh. Instantly see which assets in the market are making the biggest 24h moves.