My Wealth icon
My Wealth icon

My Wealth

Local-first wealth management software for tracking assets, liabilities, investments, income, budgets and financial goals. It stores portfolios on the user’s computer, works offline, analyzes net worth and allocation, and includes a local AI assistant.

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Cost / License

  • Free
  • Proprietary

Platforms

  • Windows  Native Windows desktop app with local data storage, optional cloud file synchronization, local AI assistant and MCP support.
Track the big picture - Track your net wealth, unrealized gains, goals, history and allocation from the Situation view. Ask the local AI assistant or connect your preferred AI.
Estimate passive income - Calculate monthly and annual passive income automatically and compare it with your target.
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Manage your budget effectively - Budget your accounts, plan investments and visualize your financial flows.
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What is My Wealth?

My Wealth is a privacy-focused wealth management software that stores data locally. It gives users a comprehensive view of their finances without requiring storage on cloud services. The software allows users to monitor and categorize various assets and liabilities including real estate, savings, stocks, cryptocurrencies, precious metals, and loans. It offers features like portfolio analysis, net worth tracking, income monitoring, budgeting, and goal setting. Users can organize assets by owner, institution, and account.

My Wealth keeps data in a local file under the user's control, which can be synced with services like OneDrive or Google Drive. It includes a local AI assistant that analyzes financial data and provides contextual answers about the user's portfolio, budget, income, and investment goals. My Wealth aims to be a private alternative to cloud-based personal finance platforms.