Turn every account you have into one decided week.

Connect read-only keys. Wealth OS pulls exchanges, broker, pipeline, and calendar into one honest net worth — then ships a Friday Review your week can actually follow.

Start free

No card. No custody. Free while in beta.

1Connect accounts2Sync runs nightly3Friday decides
CoinbaseBinanceKrakenBitgetIBKRSynced nightly · 06:30 UTC
OverviewFriday Review · 07:00 UTC
⌘K
Good evening, Alek4 items waiting · €184,320 net worth
On track
Net worth
€184,320
+€7,840 (4.2%) · 30d
Above plantarget €1M · 18%
MarAprMayJunJulAugtoday
Allocation
Crypto
40%
ETFs
25%
Cash
20%
Metals
15%
Cashflow+12.4%
€7,260
Pipelineweighted
€42,500
Recommended actions3 open
  • Trim BTC concentration to 25%
    investment · today
  • Send Q1 invoice for retainer client
    cashflow · this week
  • Schedule founder call · ACME deal
    dealflow · Thu
Upcoming this week5 events
  • Friday Review · advisor digest
    Fri · 07:00 UTC
  • Quarterly portfolio rebalance
    investment · Mon
  • Renewal — retainer client
    business · Tue
Recent activitylast 7 days
  • ACME deal moved to negotiation
    dealflow · 2h ago
  • ETH +2.1% — allocation rebalanced
    investment · yesterday
  • CSV import · 14 transactions
    cashflow · 3d ago

Built for founders, independent consultants, and operator-investors who are done stitching spreadsheets.

Syncs with
CoinbaseBinanceBitgetKrakenIBKR FlexGmailCalendar
//Before Wealth OS

The old way

You already track your money. It just takes five tabs, a spreadsheet ritual, and a Sunday night to see it — and by Monday it's stale.

networth_v14_FINAL.xlsxedited 6 wks ago
BTC0.42€25,796
ETH5.10#REF!
VWCE120€14,616
XAU2 oz€4,636
broken since March — nobody noticed
the tracker

The spreadsheet

Twelve tabs, hand-typed balances, one formula quietly broken since March. You audit the tracker before you can trust it.

coinbase.comkraken.combinance.comibkr.comsheetscalc
the question“so… what am I worth today?”five logins later: still an estimate
five logins

The tab-hopping

Five exchange logins, a broker portal, and a calculator — to answer one question: what am I worth today?

this week (again)Sun 22:40
rebalance? BTC feels heavy
invoice the Q3 retainer
follow up ACME — again
+ rolled over from last week · ×4
sunday 22:40

The Sunday panic

The pipeline lives in your head, the week starts without a plan, and the same three decisions roll over again.

//All in one place

Connected, reviewed, and decided.

Connect your accounts once, see the whole picture in one place, and let seven advisors turn it into this week's calls. One login, one screen, all the way to done.

Connect

Connect your accounts

Read-only API keys for your exchanges and broker. Two minutes each, no withdrawal permissions, ever.

API key · Coinbaseread-only ✓
cb_live_9f2••••••••••••
no withdrawal rightsconnected
Review

See the whole picture

Net worth, allocation, cashflow, pipeline, and the week — FX-honest, in your base currency, refreshed every night.

Net worth
€184,320+4.2%
Cashflow
€7,260
Pipeline
€42,500
Holdings
€113k
Recommended3 open
Trim BTC concentration to 25%
Send Q1 invoice — retainer
Decide

Your advisors do it in bulk

Seven AI advisors read the same dashboard and rank what matters. The Friday Review ships itself at 07:00 UTC.

CFOInvDealGrwExecOppMast
Friday Review
3 actions
//How it works

One sync, all the way to decided.

No long onboarding, no data entry marathon. Connect what matters and the loop runs itself — every night, every Friday.

  1. 01

    You connect once

    Read-only keys from Coinbase, Binance, Kraken, Bitget, IBKR. No custody, no withdrawal rights. Two minutes per account.

    key added · read-only
  2. 02

    Wealth OS syncs nightly

    A 06:30 UTC sweep pulls balances, fills, and prices. Every trade carries its exchange id, so nothing counts twice.

    synced · 3 new fills
  3. 03

    Advisors read everything

    Six specialists and a Master agent run risk rules and the allocation model over your actual numbers — not a questionnaire.

    analyzed · 4 actions ranked
  4. 04

    Friday decides

    The Friday Review lands at 07:00 UTC — ranked actions, honest deltas, one quiet hour saved. You decide, it tracks.

    open → reviewed → ✓ decided
//Why Wealth OS

Four things nobody else does.

Plenty of apps chart a balance. These are the parts that only exist here.

//Provenance

Every number knows exactly where it came from.

Synced trades carry their exchange id, so a re-sync never double-counts. ECB rates translate everything into your base currency the same way, every night. When the dashboard says €202,418, you can trace every euro of it.

Manual entries and CSV imports live right beside synced data — clearly marked, never mixed up.

Coinbase
Binance
Bitget
Kraken
IBKR Flex
Gmail
Calendar
+ CSV import
Nightly sync · 06:30 UTC · read-only
Net worth · EUR
€202,418+2.3% this weekacross 7 sources
//Advisors act

Numbers your advisors can read. And act on.

Six specialist agents and a Master orchestrator read your actual portfolio — not a risk questionnaire. The decision engine runs six risk rules and an allocation model over live weights, and every recommendation names the numbers behind it.

Two run on a schedule: the market briefing and the weekly Trade Reviewer.

CFOInvDealGrwExecOppMast
Friday Review
3 actions
//Checked, not assumed

“On plan” is checked, not assumed.

Set a DCA plan and the nightly sync confirms it happened: the real buy on the exchange matches against the plan by asset, amount, and date, then marks it executed. Allocation drift and concentration alerts fire from live weights — not from what you meant to hold.

€500 → BTCmonthly · 1st
next run · Aug 01
Synced buy detected · Coinbase
Reconciled ✓0.0081 BTC · €498.62 · Jul 01
plan advanced → Aug 01
//Discipline

A journal that keeps you honest.

Every trade runs through a playbook with criteria and invalidation rules, carries its R-multiple, and lands in a weekly review. Daily loss limits and the tiltmeter flag the revenge trade before you take it. A vision model reads your chart screenshots against your own rules.

LONGBTC/EUR+2.4R
SHORTEUR/USD−0.8R
LONGETH/EUR+1.1R
Daily loss limit · 2RTiltmeter · calm0 rule breaks this week
//Hands-free mode

Connect once, and your net worth keeps itself honest.

Skip even the check-in. Keys connect once; every night the sweep pulls fills, reconciles plans, and re-prices the lot. You come back to a picture that already updated itself.

  • No CSV exports pasted into spreadsheets
  • Every trade carries the exact exchange id and price
  • The DCA plan marks itself executed when the buy lands
wealth-os · nightly sync
› sweep started · 06:30 UTC
coinbase · 3 new fills · dedup ok
kraken · balances refreshed
ibkr flex · 2 positions updated
› reconciling auto-invest
€500 → BTC · matched · plan advanced
› fx normalize · EUR (ECB)
✓ net worth €202,418 · +2.3% wk · review queued
//Works everywhere

Works with every account you have

Exchanges, brokers, inboxes, calendars. If it moves your money or your week, it lands in the same picture.

coinbase.com
Filled · 0.0081 BTC @ €61,420
synced · dedup ok

An exchange

Coinbase · read-only key

ibkr flex · xml
VWCE · 120 units · +0.4% today
positions updated

A broker

IBKR · Flex query

gmail · thread
ACME: 'let's move ahead with Q3'
→ CRM communication

Your inbox

Gmail · OAuth read-only

calendar · thu 14:00
Founder call · ACME renewal
→ follow-up set

Your calendar

Google Calendar · shared OAuth

One picture. Every account you hold.

//A note from the maker

I run a design studio, hold crypto on three exchanges, and advise founders. The earning was never the hard part. The hard part was the picture: balances in five tabs, a pipeline in my head, a Sunday-night spreadsheet ritual I kept skipping. So I built the thing I wanted. The accounts sync themselves, the advisors read the real numbers, and Friday arrives with a plan. That last part is the whole point. A week that decides itself.

Alek Manov · Designer & Operator · MAGVZN

Last Friday Review scheduled · 07:00 UTC
//The market

Where spreadsheets and finance apps stop.

Trackers show you a chart. The gap is everything between the chart and a decision.

Wealth OSSpreadsheets + finance apps
See every account in one place
Net worth over time
Live crypto + FX pricessome
Read-only exchange sync, dedup by trade id
Advice computed from your actual data7 advisors
DCA reconciled against real buys
Dealflow that drafts income when you win
A trading discipline layer

It’s not about just collecting numbers.

Everyone can chart a balance. The work is everything after it.

Your next Friday could decide itself.Start free
//Pricing

Free while we're in beta.

No tiers to compare, no card to enter. Founding users get everything while we build.

Early access
Free
no card required
  • Unlimited accounts, syncs, and history
  • Seven AI advisors + the Friday Review
  • Trading journal, playbooks, discipline layer
  • Dealflow CRM with auto-drafted income
  • Reports, exports, and GDPR-grade delete
Start free

Lock in founding-user pricing before it changes.

//FAQ

Questions, answered straight.

The things operators actually ask before connecting an exchange.

Asked and answered?Start free

Stop stitching spreadsheets.
Start closing weeks.

Create an account. Your accounts sync, your advisors read, and Friday arrives decided. All you do is choose.

scatteredsynced✓ decided