✦ 7-day free trial, then $9.99/mo — or $5.00/mo paid yearly

Your Financial Life
Completely Clear

Budget smarter, track every dollar, and invest with AI-powered analysis, all in one beautiful, easy-to-use dashboard.

Cancel anytime before your trial ends.

About WealthPulse

Built for people who want to actually understand their money

Most finance apps show you numbers. WealthPulse shows you the story behind those numbers: where your money is going, what your investments mean, and what you could do differently. Powered by AI, designed for clarity.

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9 tools

Budgeting, investing, debt, goals, net worth, all in one place

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AI-powered

Real-time asset analysis, portfolio building, and plain-English insights

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$5.00–$9.99/mo

No hidden fees, no upsells. One plan, everything included — monthly or yearly.

Budgeting & Finance

Know exactly where
every dollar goes

Set category budgets, track real spending, and see your savings rate at a glance. WealthPulse gives you a complete picture of your financial health: income, expenses, debts, and goals in one dashboard.

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Monthly budgets

Set limits per category and see live progress as you spend

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Transactions

Full history with categories and running totals

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Subscriptions

All recurring charges in one place with monthly cost total

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Debt tracker

Avalanche or snowball: see your payoff date & interest saved

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Goals

Set savings targets with progress rings and target dates

AI Investing

Institutional-grade
analysis for everyone

Type any ticker and get a full AI-generated analysis in seconds: price targets, technical signals, fundamental data, and a plain-English buy/hold/sell recommendation. No finance degree required.

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AI Asset Analyzer

Live data + buy/hold/sell rating with 1-week to 1-year targets

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AI Portfolio Builder

Describe a theme and get a fully diversified allocation built for your balance

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Portfolio Analyzer

Screenshot your brokerage and get 5 specific AI improvement recommendations

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Investment tracker

All holdings with gain/loss %, allocation, and total portfolio value

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Net worth tracker

Assets, liabilities, and a 12-month history chart

Everything you need in one place

One subscription. Nine powerful tools. All built to work together.

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Budget Planner

Set category limits, track spending, and see your savings rate every month.

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Transaction Log

Every income and expense in one place, organized by category and date.

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Subscription Tracker

See all your recurring charges and know exactly how much you spend on subscriptions.

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Debt Tracker

Choose avalanche or snowball. See your payoff date and the interest you'll save.

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Goals

Set savings goals with target amounts and dates. Visual progress rings keep you on track.

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Investment Tracker

All your holdings with real-time gain/loss, allocation breakdown, and total portfolio value.

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AI Asset Analyzer

Type any ticker for live AI analysis: price targets, technicals, fundamentals, and a recommendation.

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AI Portfolio Builder

Describe an investment theme and get a full diversified portfolio sized to your investable balance.

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Portfolio Analyzer

Upload a brokerage screenshot and get a full AI review with 5 actionable improvements.

Simple pricing

One plan. Everything included. Cancel anytime.

WealthPulse Pro

Everything you need to master your finances

$9.99

per month

Pay yearly: $59.99/year

Works out to $5.00/mo · choose either plan at checkout

Save 50%
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7-day free trial

Full access from day one. Cancel before day 7 and you won't be charged.

✓Budget planner & tracker
✓50 AI credits/month + rollover
✓Subscription tracker
✓AI Portfolio Builder
✓Debt payoff planner
✓AI Portfolio Analyzer
✓Investment tracker
✓Net worth history
✓Goals tracker
✓Priority support

Secured by Stripe. Cancel anytime from your account settings.

From the blog

Learn as you go