Know Where Your Wealth Stands
Complete a monthly wealth check-in, lock a clear net worth position, and see how the latest numbers change the direction of your forecast.
Early access opens once the core review loop is ready.
Monthly review
$1.71m
Draft net worth position
Shares & ETFs
Reviewed monthly
$842k
+4.8% this period
Property equity
Reviewed monthly
$1.36m
+2.1% this period
Cash buffer
Reviewed monthly
$118k
8 months
Liabilities
Reviewed monthly
$612k
-1.4% this period
Monthly movement
12 months
Monthly Review
Check In, Lock the Position, Forecast Forward
WealthScout is built around a repeatable household ritual: review the month, understand what moved, then carry the latest position into a clearer forecast.
Step 1
Review the current position
Bring assets, liabilities, income assumptions, and planned spend into one draft net worth position for the month.
Step 2
Complete the monthly check-in
Update what changed, confirm what did not, review warnings, and lock a period summary you can trust later.
Step 3
Forecast where you are going
Use the latest locked position to refresh simple projections for liquidity, debt, investing, and long-term wealth.
Monthly review
$1.71m
Draft net worth position
Shares & ETFs
Reviewed monthly
$842k
+4.8% this period
Property equity
Reviewed monthly
$1.36m
+2.1% this period
Cash buffer
Reviewed monthly
$118k
8 months
Liabilities
Reviewed monthly
$612k
-1.4% this period
Monthly movement
12 months
Product modules
Connect Every Module to the Monthly Review
Each module contributes to the same household picture: current net worth, period movement, liquidity, assumptions, and the forecast that changes after each locked position.
Property
Keep valuations, mortgages, rental income, expenses, and estimated equity ready for the monthly check-in.
View product pageDebt & liabilities
Track mortgages, loans, repayment progress, interest rates, and debt exposure beside the assets they support.
Cash accounts
Confirm account balances, liquidity, emergency buffer coverage, and cash movement before each period is locked.
Documents & evidence
Keep statements, valuations, loan records, tax evidence, and ownership notes close to the numbers they explain.
Connected data APIs
Designed to grow from structured manual records into connected prices, broker imports, bank feeds, and estimates.
View product pageProduct foundation
Manual Records First. Connected Data Next.
The early product starts with a structured monthly review. Connected prices, broker imports, bank feeds, and property estimates can make that check-in easier as the integrations layer matures.
Module registry
The source of truth for properties, listed holdings, accounts, entities, income, budget, and private assets.
Review cadence
Monthly by default, with weekly, quarterly, and annual rhythms supported as household settings mature.
Period summary
Balances, repayments, income, expenses, and adjustments become explainable period movement.
Forecast baseline
Each locked position can refresh the baseline for net worth, liquidity, debt exposure, and future scenarios.
Private by design
Built for sensitive financial records, careful permissions, and calm long-term decision making.
App access
The app link stays closed while private beta foundations are being prepared.
Private Beta
Join the Monthly Check-In Beta
WealthScout is preparing private beta around the core review loop: current position, locked period summary, and simple forecast direction.