Know the True Value of Your Wealth
See what you actually invested versus what you really made across all your assets. Get actual numbers and insights, not fragmented reports.
Track real performance across stocks, crypto, savings accounts, precious metals, and real estate. Make smarter wealth decisions when you know which investments are truly performing over relevant period.
Most Portfolio Trackers Only Show Current Value
What Others Show
- • Your portfolio is worth $50,000
- • Up 15% this year
- • Current holdings value
What You Need to Know
- • How much did I actually invest?
- • What did I make after withdrawals?
- • Which assets are really performing?
Without tracking capital flows, you cannot see your true returns. You might think your crypto is up 50%, but if you withdrew $10,000 last year, what is your real gain? EptaWealth tracks every dollar, pound, euro, or yen (and many others) in and out so you always know your actual performance.
Capital Flow Tracking Across All Asset Classes
EptaWealth automatically tracks every deposit, withdrawal, sale, and transfer across your entire portfolio. See your real returns, not just current values.
Track Capital Invested
Know exactly how much money you have put into each asset class. Every deposit, purchase, and investment is tracked automatically.
Example: You invested $10,000 in stocks and $5,000 in crypto. EptaWealth tracks this as your capital base.
See Real Returns
View your actual profit or loss after accounting for all withdrawals, sales, and transfers. No more guessing.
Example: Your stocks are worth $12,000 today. You invested $10,000. Your real return is $2,000 or 20%.
Optimize Your Wealth
Compare true performance across all asset classes. Move money to what is actually working for you.
Example: Your savings account returned 4% while your stocks returned 15%. Time to rebalance?
What Gets Tracked
Money In (Capital Invested)
- • Stock purchases
- • Crypto buys
- • Savings deposits
- • Precious metal acquisitions
- • Real estate investments
Money Out (Withdrawals & Sales)
- • Stock sales
- • Crypto sells
- • Savings withdrawals
- • Metal sales
- • Property sales
Income & Gains
- • Dividends from stocks
- • Interest from savings
- • Rental income
- • Capital gains
- • Staking rewards
Reinvestment Pools
- • Track available cash per asset class
- • See profits ready to reinvest
- • Separate pools for stocks, crypto, etc.
- • Know your buying power
All Your Assets in One Place
Track true performance across every asset class. Compare real returns to optimize your wealth allocation.
Stocks & ETFs
Track purchases, sales, dividends, and true returns across all your stock holdings.
See capital invested vs current value
Cryptocurrency
Monitor buys, sells, transfers, and real gains across your crypto portfolio.
Know your actual crypto returns
Savings Accounts
Track deposits, withdrawals, and automatic interest calculations across all accounts.
Auto-calculate compound interest
Precious Metals
Monitor gold, silver, platinum investments with real-time pricing and true returns.
Track metal holdings accurately
Real Estate
Track property investments, rental income, and true ROI on real estate holdings.
See property performance clearly
Multi-Currency
Support for 150+ currencies with automatic exchange rate conversion and tracking.
Global portfolio support
Make Better Wealth Decisions
When you know your true returns, you can optimize your wealth strategy with confidence.
Stop Guessing, Start Knowing
No more spreadsheets or mental math. See exactly what you invested and what you made across every asset class.
Your stocks show $50,000 value. But you invested $40,000 and withdrew $5,000. Your real gain? $15,000 or 37.5%. EptaWealth calculates this automatically.
Compare True Performance
See which asset classes are really working for you. Make informed decisions about where to allocate new capital.
Your crypto returned 45% while your savings returned 4%. But your stocks returned 60%. Now you know where to focus.
Track Reinvestment Opportunities
Know exactly how much cash you have available to reinvest in each asset class from sales and income.
You sold some stocks for $10,000 profit. That money sits in your stocks reinvestment pool, ready to buy more shares.
Secure & Private
Your financial data is encrypted and secure. We never sell your data or share it with third parties.
Bank-level security with AWS infrastructure. Your wealth information stays private and protected.
Ready to See Your True Wealth Performance?
Join the beta waitlist and be among the first to track real returns across all your investments.
Stop guessing about your investment performance. Start knowing your true returns and optimize your wealth with confidence.
Join the Beta Waitlist