Fee analyzer / Idle-cash tracker
Find the quiet costs.
Inspect investment fees and idle cash. Compare annual costs using your inputs—not invented balances or assumed account connections.
Financial intelligence. Personal by design.
Your money.
Its own AI agent.
Meet WealthTwin: a clearer view of your portfolio, hidden costs and financial possibilities. Understand the numbers before you decide what comes next.
MVP: demo data or voluntary CSV uploads. No live account connections.
WealthTwin / Product visionIntelligence, not autopilot.
Built on clear boundaries.
Read-only. Always.Facts separated from estimates.Your decisions stay yours.
01 / The intelligence layer
Less noise.
More perspective.
Begin with your goals, timeline and comfort with risk. Build a financial picture you can question—not a black box you have to trust.
Methodology example · not account data
$500 / year
A $100,000 balance × a 0.50% annual fee. A simple cost estimate, before balance changes or other charges—not projected savings.
Visible inputs. Inspectable calculation. No promised returns.
Portfolio intelligence / CSV import
See the whole picture.
Explore allocation, diversification and concentration across a read-only portfolio. Start with clearly labeled demo data or voluntarily upload a CSV.
Goal projections / Scenario comparison
Model the possibilities.
Explore goal-based scenarios with adjustable contributions, time horizons and return assumptions. See uncertainty and downside risks alongside every projection.
AI briefings / Shareable reports
Make clarity a habit.
The planned weekly AI briefing and privacy-safe WealthTwin Report bring current and hypothetical scenarios together, with sources, assumptions and sensitive details kept separate.
02 / Your level of clarity
Start curious. Go deeper.
Planned monthly tiers. Check the available plan details below before subscribing; feature availability may evolve during the MVP.
Free
$0 / month
Get oriented with the demo wealth dashboard and foundational financial insights.
Plus
$19 / month
Go deeper with CSV portfolio analysis, fee insights and adjustable goal scenarios.
Pro
$49 / month
Build an ongoing perspective with weekly AI briefings and privacy-safe WealthTwin Reports.
Free
For individuals getting started
$0/month
- 1 workspace
- Up to 3 team members
- Basic analytics
- Community support
03 / Before you begin
Trust needs specifics.
No mystery data. No guaranteed outcomes. No financial decisions made for you.
Your next move starts with understanding
Give your money
a clearer perspective.
Create your WealthTwin account and explore the available experience. Start with a demo before sharing any financial information.
WealthTwin is a financial intelligence tool, not a substitute for professional financial advice. Hypothetical scenarios are illustrative. Investments involve risk, including loss of principal.