Track your net worth in real-time across investments, real estate, bank accounts and more. Plan your financial future and get full confidence in your decisions. Define your own level of detail from high-level wealth management down to AI-enabled cost tracking and budgeting.
We bring together all your financial assets and liabilities in one place. From bank accounts and credit cards to stock portfolios, investments, real estate and more.
Financial data is usually in a lot of different places. We bring it back together to take the right decisions at the right time.
We use various APIs and third party providers to automatically update the value of your assets.
Spreadsheets are a great tool for personal finance, but they are not always the best fit for automating your data collection.
We automate the data collection process for you. You just need to connect your accounts and we take care of the rest.
Out data models are based on feedback from hundreds of users and from what we know from the business world.
Sometimes a high-level overview is not enough. We enable you to track your expenses and set budgets across your own custom categories.
We take the newest AI technologies and apply them to the problem of tracking expenses. This leads to a auto-categorization rate of over 70%.
We took everything we know from the business world and applied it to your personal tracking use case.
We don't stop at just tracking your financial data. We also enable you to manage all your financial documents in one place.
We analyze your documents with the help of AI and extract the relevant data for you.
We automatically link your documents with your transactions to go from high-level overview to detailed insights.
We enable you to invite your family members to your Walletguide account. This way you can track your finances together.
You can work on your finances together in real-time and immediately see any changes made by other users.
Often just one person in a family is in charge of the finances. But there is so much more value in having a joint vision.
We enable you to plan for the future with our scenario planning feature.
Sometimes it's not clear what will happen in the future. We enable you to plan for different scenarios and see how they develop over time.
All scenarios are automatically updated when you make changes to your financial data, so you can see what a change means for your future.
We know that your financial data is really sensible. That's why we protect it with state-of-the-art cloud technoligies and never sell your data to third parties.
We encrypt your data with encryption in transit (HTTPS) and encryption at rest in the Google Cloud.
Our platform is charged with a simple monthly fee. We don't have any hidden agenda (e.g., trying to sell you products based on your transactions). We want to do one thing well and that is to give you a great overview of your personal finances.
We've built our platform with specific users in mind. See if you're a good fit.
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Frederik Born
Alexander Peiniger
Walletguide is our second startup that we are building after the exit of our prior business quintly, a social media analytics platform. Our goal is to use our experience from building a successful B2B SaaS company for the last 14 years and apply this to a new product. The idea for Walletguide came out of our own personal finance spreadsheets. Read more about it here.
