Your AI-Powered
Personal CFO
Consolidate all of your assets—stocks, real estate, gold, bonds, and crypto—into a single, intelligent dashboard. Automatically values illiquid assets and provides real-time risk analysis without requiring spreadsheets or a human advisor.
The Problem
Modern investors face a fragmentation crisis
Your wealth is scattered across platforms, invisible to any single tool, and impossible to analyze as a whole.
4-8
platforms
Asset Dispersion
Average retail investors hold assets across 4-8 different platforms — brokers, banks, crypto exchanges, and physical holdings.
0%
tracked
Invisible Illiquid Assets
Real estate, precious metals, and alternative investments are completely excluded from traditional portfolio trackers.
Unknown
exposure
Hidden Risk Concentration
Without unified visibility, investors unknowingly accumulate dangerous sector or geographic overexposure.
24/7
noise
Information Overload
Macro news lacks personal context. Investors cannot determine how global events actually affect their portfolio.
$2-5k
per year
Advisor Cost Barrier
Professional wealth management costs $2,000-$5,000 annually, effectively excluding most retail investors.
The Solution
WealthScope acts as your personal CFO — translating complex financial signals into clear, actionable insights.
See how it worksWhy Now?
AI Maturity
Gemini 3.0 Vision enables document parsing impossible 2 years ago
Mobile-First Gen
Target users manage finances primarily from smartphones
Post-2022 Volatility
Increased awareness of portfolio risk after tech/crypto crashes
Democratization
Robinhood proved retail investors want professional-grade tools
Value Proposition
Built to solve your exact pain points
Every feature is designed to address a specific frustration that investors face daily.
Your Pains
- Time wasted manually consolidating data
- Lack of visibility into total net worth
- Uncertainty about true diversification
- Fear of being overexposed to a specific sector or country
- Complexity of traditional financial analysis
- Prohibitive cost of financial advisors ($2k–$5k per year)
How We Relieve Them
- 30 seconds vs 30 minutesReduces the time required to understand net worth from 30 minutes to 30 seconds
- No more spreadsheetsEliminates the need for multiple spreadsheets and manual tracking
- Institutional-grade analysisMakes professional risk analysis accessible to retail investors
- Personalized insightsTranslates macroeconomic events into personal portfolio impact
Your Desired Gains
- Unified view of total wealth
- Automatic price updates
- Clear visibility into risk exposure
- Actionable insights without financial jargon
- Faster decision-making
- Confidence in the investment strategy
How We Create Them
- First-to-marketFirst app to automatically value illiquid assets using Shadow Pricing
- Finance-trained AIConversational AI specifically trained for financial insights, not a generic chatbot
- Natural languageClear explanations in natural language, no jargon or complex terms
- CFO-style briefingsExecutive-level decision briefings delivered automatically
Our Unique Value Proposition
"The only personal financial assistant that understands your entire wealth—even assets that don't trade on public markets—and helps you make better decisions through natural conversation."
Features
Everything you need to manage your investments
A complete suite of tools designed to help you make smarter investment decisions.
Unified Dashboard
Visualize all your assets in one place with interactive charts, real-time portfolio value, and dynamic allocation views.
AI Financial Advisor
Powered by Gemini 3.0 Flash — get conversational insights, daily market briefings, and personalized recommendations.
OCR Document Import
Add assets instantly by scanning documents. Google Vision AI extracts key data from statements and certificates.
What-If Simulator
Project the impact of your decisions before making them. 8 predefined scenario templates with AI-based analysis.
Real-Time Market Data
Prices from 9 data providers with automatic fallback. Global market coverage with real-time currency conversion.
Financial News Feed
Stay informed with news filtered by relevance to your portfolio. Multiple sources with important news alerts.
AI Advisor
Your AI Financial Assistant
Get personalized insights and explore scenarios with the power of artificial intelligence
Morning Briefing
Your personalized daily financial digest with AI-powered portfolio insights and market updates
AI Chat
Ask anything about your portfolio. Get instant, personalized investment advice powered by Gemini 3.0
What-If Simulator
Simulate market scenarios, test buy/sell decisions, and see projected outcomes before you invest
Ask anything about your portfolio
Get instant, personalized investment advice powered by Gemini 3.0. The AI analyzes your complete portfolio and provides detailed insights about performance, asset allocation, and strategic recommendations.
- Real-time portfolio analysis with detailed breakdowns
- Performance evaluation including YTD, Alpha, and Beta
- Asset allocation overview and diversification insights
- Personalized recommendations based on market conditions
App Preview
Your portfolio, beautifully organized
Track your total net worth across all asset classes. See real-time allocation breakdowns, AI-generated sentiment analysis, and get smart suggestions — all from one screen.
- Real-time portfolio valuation across all assets
- AI sentiment analysis with portfolio health score
- Interactive asset allocation with drill-down details
- Smart prompts like "How do I start investing?"
Who We Serve
Built for real investors like you
We deeply understand our users' needs, challenges, and goals. Every feature is designed with you in mind.
The Organized Investor
Age
28–45 years
Location
Americas & Europe
Annual Income
$40k–$150k USD
Net Worth
$15k–$300k USD
Profile
Actively invests, mostly self-taught. Holds assets across 4–8 different platforms. Frustrated by manual consolidation (Excel fatigue). Consumes finance and macroeconomics content (YouTube, podcasts). Tech-savvy but not a professional trader. Values control, transparency, and autonomy.
Key Pain Points
- Fragmentation: No single view of total net worth
- Invisible illiquid assets: Real estate and physical assets are excluded
- Hidden risk: Unknown overexposure by sector or geography
- Information overload: Macro news without personal context
Core Jobs-to-be-Done
- "I want to know my real net worth in 10 seconds."
- "I want to understand diversification without an MBA."
- "I want to be warned when I'm taking unnecessary risk."
The Emerging Investor
Age
22–30 years
Experience
<2 years investing
Net Worth
$2k–$20k USD
Needs & Motivations
Lacks confidence in diversification strategy. Overwhelmed by conflicting financial advice. Strong fear of early, irreversible mistakes.
Value Sought
- Contextual financial education
- Decision validation ('Am I doing this right?')
- Simple tools with a professional feel
Perfect for beginners
WealthScope provides the education and confidence needed to start investing with clarity.
4-8
Platforms per investor
$40k-$150k
Annual income range
28-45
Primary age range
Use Cases
Built for every type of investor
Whether you are just starting out or managing a complex portfolio, WealthScope adapts to your needs.
Retail Investors
Consolidate all your investments in one place with personalized insights and recommendations.
- Unified view of all your assets
- AI-powered personalized recommendations
- Scenario simulation before executing
- Relevant news alerts for your portfolio
Active Traders
Monitor real-time prices and analyze your portfolio performance with data from 9 APIs.
- Real-time price monitoring
- Multi-API portfolio performance analysis
- Data-driven informed decisions
- Alerts for significant changes
New Investors
Learn about investing with your AI assistant and explore scenarios risk-free with the simulator.
- Learn investing with your AI assistant
- Auto-import documents with OCR
- Easy diversification visualization
- Risk-free exploration with the simulator
Competitive Analysis
What sets WealthScope apart
We're not just another portfolio tracker. We're redefining what personal financial intelligence means.
Unique Value Proposition
"The only personal financial assistant that understands your entire wealth—even assets that don't trade on public markets—and helps you make better decisions through natural conversation."
| Product | Strengths | Weaknesses | Our Differentiator |
|---|---|---|---|
Personal Capital | Visual dashboard, free | Only listed assets, USA-only | Support for illiquid assets + global markets |
Mint | Easy to use | Does not support complex investments | Deep risk analysis + AI-powered insights |
Yahoo Finance | Real-time market data | Tracking only, no analysis | What-If Engine + proactive intelligence |
Excel / Sheets | Full control | 100% manual, no intelligence | Automation + conversational AI |
Human Advisors | Personalized advice | $200–500/month, slow turnaround | Fraction of the cost, instant insights |
Our Unique Factors
Illiquid Asset Shadow Pricing
Automated valuation of non-listed assets like real estate and precious metals
Specialized Financial AI
Purpose-built conversational AI trained for financial insights, not a generic chatbot
Multi-Region from Day One
Supporting LATAM, USA, and Europe with local market data and currency conversion
Automated Decision Briefings
Proactive insights delivered like a CFO, not just reactive reporting
Experience the difference yourself
Join hundreds of investors who are already managing their wealth more intelligently with WealthScope.
Why WealthScope
What sets us apart
Built with unique capabilities that no other portfolio tracker can match.
Shadow Pricing for Illiquid Assets
First app to automatically value non-listed assets like real estate and precious metals using AI-driven estimation models.
Finance-Trained Conversational AI
Purpose-built AI specifically trained for financial insights with Gemini 3.0, not a generic chatbot.
Multi-Region Support
Built for Americas (LATAM + USA) and Europe from day one with multi-currency and local market data.
CFO-Style Decision Briefings
Automated executive summaries and proactive alerts that translate macro events into personal impact.
Fast & Reliable
Real-time data from 9 sources with automatic fallback. API response time < 500ms (p95).
Bank-Level Security
OWASP compliant with end-to-end encryption. Your data is never sold to third parties.
Why Now?
The perfect convergence of technology and market conditions makes this the ideal moment for WealthScope.
AI Maturity
Gemini 3.0 Vision enables document parsing that was impossible 2 years ago
Mobile-First Generation
Target users manage finances primarily from smartphones
Post-2022 Market Volatility
Increased awareness of portfolio risk after tech/crypto crashes
Democratization Trend
Robinhood proved retail investors want professional-grade tools
Our North Star
"Every investor deserves the insights of a personal CFO, regardless of portfolio size."
Integrations
Connected to 9+ data providers
Real-time data from the best sources in the industry with automatic fallback for maximum reliability.
Stocks
Crypto
Currencies
Precious Metals
Financial News
Artificial Intelligence
Automatic redundancy system — If one provider is unavailable, WealthScope automatically switches to an alternative source without interrupting your experience.
System Architecture
Clean Architecture, built to scale
A layered architecture with clear separation of concerns. From mobile client to database, every layer is designed for maintainability and performance.
Mobile Client
Flutter 3.x + Riverpod
API Gateway
Go 1.23 + Gin
Domain Services
Clean Architecture
Data Layer
Supabase PostgreSQL
External Services
Design Patterns
Repository Pattern
All data access abstracted behind domain interfaces
Use Case Pattern
Each business operation in a dedicated use case class
DTO Pattern
Clear separation between API contracts and domain entities
Clean Architecture
Domain, Application, Infrastructure, and Interface layers
Development
localhost:8080
Local dev
Staging
staging.wealthscope.app
Testing
Production
api.wealthscope.app
Live
Monetization
RevenueCat-powered subscriptions
Seamless cross-platform subscription management with receipt validation, entitlement checking, and real-time analytics.
Purchase Flow
Subscription Plans
Managed entirely through RevenueCat
Free
Basic portfolio tracking
- 5 assets max
- Basic AI chat (3/day)
- Standard market data
Pro Monthly
Full access, billed monthly
- Unlimited assets
- Unlimited AI chat
- Shadow pricing
- What-If scenarios
- Decision briefings
Pro Annual
Best value, save 33%
Pro Features
Unlock the full WealthScope experience
Shadow Pricing
Real-time valuation of real estate, gold, and alternative assets
Unlimited AI Chat
Ask any financial question with no daily limits
Custom Scenarios
Simulate any market condition with What-If analysis
Decision Briefings
Personalized AI-generated executive summaries
Powered by RevenueCat
Cross-platform subscription infrastructure with real-time MRR analytics, churn tracking, and A/B testing for offerings.
Webhook Event Handling
Server-side Go backend processes all subscription lifecycle events
INITIAL_PURCHASE
Activate Pro tier
RENEWAL
Extend subscription
CANCELLATION
Schedule downgrade
EXPIRATION
Revert to Free
BILLING_ISSUE
Grace period
Built With
Modern tech stack, built to scale
Powered by industry-leading technologies for speed, reliability, and intelligence.
Backend
Frontend
Infrastructure
Security & Privacy
Bank-level security at every layer
Multiple layers of protection from authentication to database. Your financial data deserves nothing less.
Authentication Flow
Supabase Auth + JWT
Industry-standard JWT token authentication with OAuth social login support. Every request is verified.
End-to-End Encryption
All sensitive data encrypted locally with Flutter Secure Storage and in transit via HTTPS/TLS.
Row-Level Security
PostgreSQL RLS policies ensure users can only access their own financial data. Zero cross-access.
Zero Data Selling
Your financial information is never sold, shared, or monetized. We are funded by subscriptions, not your data.
Automatic Cloud Backup
Supabase-managed PostgreSQL with automated backups. Your portfolio is always safe and recoverable.
Structured Error Handling
Consistent error codes (VALIDATION, UNAUTHORIZED, FORBIDDEN) with correlation IDs for full traceability.
Roadmap
Where we've been & where we're going
WealthScope is constantly evolving. Here is our development journey.
Completed
Current Release
- Unified dashboard with advanced portfolio metrics
- AI Chat assistant powered by Gemini 3.0
- OCR for financial documents (Vision AI)
- What-If Simulator with 8 scenario templates
- Integration of 9+ market data APIs
- Financial news aggregation system
- Clean Architecture backend (Go + Gin)
- Supabase Auth with JWT + Row-Level Security
Completed
Current Release
- Unified dashboard with advanced portfolio metrics
- AI Chat assistant powered by Gemini 3.0
- OCR for financial documents (Vision AI)
- What-If Simulator with 8 scenario templates
- Integration of 9+ market data APIs
- Financial news aggregation system
- Clean Architecture backend (Go + Gin)
- Supabase Auth with JWT + Row-Level Security
In Development
Q2 2026
- Asset correlation analysis engine
- Custom push notification alerts
- Market benchmark comparison tools
- Automatic rebalancing recommendations
- Broker integration for live sync
- Redis caching layer for performance
In Development
Q2 2026
- Asset correlation analysis engine
- Custom push notification alerts
- Market benchmark comparison tools
- Automatic rebalancing recommendations
- Broker integration for live sync
- Redis caching layer for performance
Future
2026 & Beyond
- Direct trading execution from app
- ML-based predictive analysis models
- Investor community & social features
- Fully automated robo-advisor
- NFT & alternative asset support
- Kubernetes multi-instance scaling
Future
2026 & Beyond
- Direct trading execution from app
- ML-based predictive analysis models
- Investor community & social features
- Fully automated robo-advisor
- NFT & alternative asset support
- Kubernetes multi-instance scaling
Ready to take control of your investments?
Download WealthScope today and start making smarter financial decisions with the power of AI.
Available for Android