WealthMgr offers a free tier and paid plans. Paid plans unlock cloud sync, higher transaction limits, and advanced features like custom themes.
Plans
| Plan | Cloud sync | Custom themes | Instruments |
|---|---|---|---|
| Free | No | No | Up to 3 |
| Starter | Yes | No | Unlimited |
| Growth | Yes | Yes (custom palette) | Unlimited |
| Enterprise | Yes | Yes (custom palette) | Unlimited |
See the Billing page in the app for current pricing.
Accessing billing
Go to Settings → Billing in the sidebar.
Subscribing
Info
- Go to Settings → Billing.
- Choose Monthly or Annual billing. Annual billing is discounted.
- Click the plan you want.
- Complete the Paddle checkout (card, PayPal, or other supported methods).
- Your plan activates within a few seconds after checkout completes.
If activation takes longer than expected, the page polls automatically for up to 30 seconds. Refresh the page if activation still has not applied after that.
Changing plan
Click Upgrade or Downgrade on the plan you want to switch to. Proration is handled automatically by Paddle.
Cancelling
Click Cancel subscription at the bottom of the Billing page. Your plan remains active until the end of the current billing period. After expiry, your account reverts to the free tier.
Warning
Updating payment method
Click Update payment method to open a Paddle-hosted page where you can change your card or payment details.
Transaction history
The Transactions section at the bottom of the Billing page lists your payment history. Click the invoice icon on any row to download a PDF invoice.
Free tier limits
On the free plan:
- Data is stored locally only (no cloud sync).
- The number of accounts, transactions, and rules you can create may be limited.
- You can track up to 3 investment instruments across broker accounts.
- Appearance is limited to the default palette (Slate).
Tip