For operators running multiple income streams. Net worth, investments, dealflow, and weekly execution — wired into one Friday Review.
Hi, I’m Alek. I built Wealth OS because I run a design studio, hold crypto, advise founders, and kept losing the thread every Sunday night. This is the dashboard I wanted — one screen, one weekly digest, no spreadsheet rituals.
Stop stitching spreadsheets, banking apps, and notebooks together. Wealth OS pulls finance, investments, business, dealflow, and execution into a single weekly view.
Net worth, allocation, cashflow, pipeline, action items, weekly tasks. One screen, FX-aware, refreshed live.
Every Friday at 07:00 UTC, the system sweeps your data and ships one digest. Action items ranked by leverage — no Sunday dashboard hunting.
Three goals, seven tasks, daily top three. Cadence that survives the week, not just Monday morning.
ECB rates and CoinGecko feed your portfolio. Your net worth stays honest in your base currency, every refresh.
An opportunity flips to won — an IncomeSource is drafted with the right amount, source, and recurrence. The forecast updates without you opening a spreadsheet.
Add anything in two keystrokes. Help that lives next to the work — never a tab away.
Crypto, ETFs, metals, cash, equities. Held in your own accounts, viewed on your own dashboard. Live pricing, FX-aware. No custody, no withdrawals — preview only.
Each advisor has a focused brief, a focused prompt, and stays in its lane. Together they read your dashboard and surface what matters this week.
Forecasts savings rate, tax buffers, and runway. Flags client-churn risk before it lands.
Free cashflow ran €7,260/mo last quarter — €50k by Q3 stays on track.
Watches portfolio drift and concentration. Suggests trims, rotations, and DCA pauses.
BTC is 6 pts above target weight. Trim 0.08 and rotate to VWCE.
Identifies cold deals, drafts re-engagement notes, scores expected value vs. effort.
ACME · €18k · cold for 6 days. Send the follow-up now.
Models the next €5k/mo from current capacity. Productization, pricing, leverage.
Productize the Q4 client engagement → €2.5k/mo expected value.
Three weekly goals, daily top three, energy protection. A cadence that holds past Monday.
Mon: ship landing draft, reply ACME, rebalance. 2h45 estimate.
Scans macro + your pipeline for new signals. Surfaces compounding bets, snoozes noise.
ECB rate move 0.25 — cash drag worth pricing this week.
Ties the six specialists into one weekly digest. Reads everyone's output, dedupes, prioritises, and delivers the single voice of the system. Cron-fires every Friday at 07:00 UTC. Or hit “Run advisor” in ⌘K any time.
BTC is 6 points above target weight. Three options:
Wealth OS is a portfolio preview and a decision layer — not a custodian. We never hold your tokens, never touch your bank account, never see your seed phrase. Even your data lives in your row, not ours.
Read-only access on the integrations you connect. No withdrawal permissions. Your custody layer stays exactly where it is — your wallet, your broker, your bank.
Supabase RLS policies isolate every user's dataset at the database level. Even our admin client can't read your row without service-role access. Audited migrations only.
Anthropic API key, OAuth tokens, integration secrets — all stored encrypted, scoped to your account. We never proxy through a shared key in production.
If you've outgrown a spreadsheet and a banking app but a Bloomberg terminal is overkill, this is the layer in between.
Multiple revenue streams, runway to track, and a portfolio you started funding once the business worked. One screen for all of it.
Sticky retainers, lumpy projects, dividends from past work. A weekly cadence that keeps the pipeline warm without thinking about it.
Crypto, ETFs, metals, cash. FX-aware net worth. Concentration alerts before they become correction-sized losses.
No long onboarding. Land, set your base, connect what matters, run a review. Repeat each Friday.
Email + password. Email-verified, captcha-gated. Invite-only during private beta.
Name, role, base currency, net-worth goal. Two minutes. ⌘K-friendly the rest of the way.
Add holdings, income, opportunities. CSV import for transactions. Live crypto + FX prices auto-pull.
Open AI advisor, click an action, hit Explain. Or wait for Friday's digest. The cadence runs itself.
Free during private beta. Founding-user pricing locks at launch. Invite-only — request access and I’ll send a code if there’s still room.