The wider picture
Keep today and someday in the same picture.
Stocks, crypto, forex and everyday accounts in one view. Understand how the money you invest fits the life you are building.
Real app screen · Sample data
In everyday life
Beyond the day's market move.
A portfolio has gone up while a credit-card balance has grown too. Looking at both together gives you more context than either number on its own. MoneyWiz helps you see the picture; your investment decisions stay yours.
Features in detail
What you can do.
- Track stocks, options, bonds and other investment holdings.
- Track crypto and forex alongside traditional investments.
- Review holdings, investment transactions and portfolio information.
- See investments alongside bank accounts, savings, credit and debt.
Common questions
Can I track more than stocks?
Yes. MoneyWiz supports several investment types, including crypto and forex. Available connected-account information depends on your institution and provider.
Does MoneyWiz trade or choose investments for me?
MoneyWiz is a tracking and reporting tool. It does not execute trades or provide personalized investment recommendations.
Your money.
The whole picture.
MoneyWiz for Mac, iPad, iPhone and Apple Watch. Free to download.