by Credeer
WealthOS
Your net worth, goals, and cash flow — in one calm place.
Track assets and debts, shape budgets, hit savings targets, and forecast years ahead.
Assets − liabilities
$6,200 in − $4,050 out
$18,200 saved
2 portfolios
Goal progress
Recent activity
View all →| Name | Type | Date | Amount |
|---|---|---|---|
| Salary | Income | Jul 1 | +$3,100 |
| Emergency fund | Contribution | Jul 2 | +$250 |
| Groceries | Expense | Jul 3 | −$86 |
| Rent | Expense | Jul 1 | −$1,450 |
| Vacation pot | Contribution | Jun 28 | +$100 |
Features
Everything you need to run your wealth
Built for people who want clarity on money — not another spreadsheet or team inventory tool.
net worth
Net worth & assets
See assets, investments, savings, and liabilities in one live net-worth picture.
track cues
Goals & savings
Emergency funds, deposits, and purchases — track progress and stay on pace.
this month
Budgets & cash flow
Log income and spending, shape monthly budgets, and know what is left to allocate.
outlook
Forecasting
Project net worth over years and run what-if scenarios without touching live data.
How it works
From zero to a clear plan
Four simple steps to see where you stand — and where you are headed.
Create your account
Sign up in seconds. Your wealth data stays private and scoped only to you.
Add your money picture
Connect the basics — income, expenses, assets, investments, and debts as you go.
Set goals and budgets
Give savings a destination and decide where each paycheck should go.
Track and forecast
Watch net worth move, hit milestones, and peek years ahead with confidence ranges.
Privacy & trust
Secure by design
Your data only
Every query is scoped to your account — other users never see your finances.
Signed-in access
Wealth data requires authentication. Sessions stay with you until you sign out.
Private by default
No shared org inventories. Goals, budgets, and forecasts are personal.
Encrypted cloud
Stored securely in the cloud so your ledger is available wherever you are.
Live sync
Changes sync as you work — dashboard, goals, and forecasts stay current.
Input checks
Amounts and forms are validated so bad data does not quietly skew your plan.