WealthlyWealthly Premium
One plan.
Everything unlocked.
Try Premium free for 7 days. Cancel anytime. Or stay on the generous free tier — your call.
Free forever
$0forever
Track everything yourself. Limited AI questions. With ads.
- Manual transaction + holding entry
- Budget tracking + monthly goals
- Net Worth dashboard + history
- Portfolio with live prices
- 3 Ask Wealthly questions/day
- +3 more via rewarded video ads
Most popular
Premium
$79.99per year
~$6.67/mo · 17% off
Free for 7 days. Cancel anytime in the App Store.
- Everything in Free
- Unlimited Ask Wealthly AI
- Connect any bank (Plaid)
- Connect any brokerage (SnapTrade)
- Auto-categorization that learns
- Smart Money / 13F filings
- Shared budgets with a partner
- PDF reports + CSV exports
- Retirement + Monte Carlo scenarios
- Ad-free
Trial currently activates through the iPhone app. Web checkout coming soon.
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Everything that's in each plan
Feature
Free
Premium
Core tracking
Net worth dashboard
Transactions
Add, edit, categorize, split
Budget goals
3 active goals
Unlimited
Portfolio + dividends
10 holdings
Unlimited
AI assistant
Ask Wealthly chip queries (iOS only)
Quick taps for spending, categories, portfolio insights
Unlimited
Unlimited
Ask Wealthly typed AI questions
Powered by Claude with your real data
1 per day (web) · 3 per day + 3 via ads (iOS)
Unlimited
Connected accounts
Plaid bank + credit sync
SnapTrade brokerage sync
Auto-categorization
Crypto holdings
Reauth + health monitoring
Reports + insights
Cash Flow Sankey
Weekly Recap
Retirement planner
Monte Carlo scenarios
Smart Money / 13F filings (iOS only)
PDF + CSV exports
Other
Shared budgets (read-only on web)
Invite + manage on iOS; view + activity feed on web
Ad-free
Real-time iOS ↔ web sync
FAQ
Common questions
See your money clearly.
Free to start. iPhone, iPad, and web. No surprises.