Finally feel
Welfy
Stop juggling spreadsheets and apps. Track your stocks, crypto, currencies and more from 300+ platforms in real-time.
Total Portfolio Value
$385,192
$158,637
$182,459
$72,133
Everything you need
Powerful features designed for serious investors. Simple enough for everyone.
Real-Time Sync
Track all your assets instantly across every platform. Updates in seconds, not hours.
300+ Integrations
Connect any brokerage, exchange, or wallet. One dashboard for everything.
Smart Insights
AI-powered portfolio analysis with personalized recommendations and alerts.
Tax Reports
One-click tax document generation. Export-ready for your accountant.
Your currency, your choice
View your portfolio in any currency. Switch instantly between 50+ fiat currencies and crypto.
Sync your data from
Why Welfy?
See how we compare to spreadsheets and other portfolio trackers
FAQ
Everything you need to know
You choose: connect automatically via secure read-only APIs, or add your holdings manually. Automated sync pulls data from your brokerages, exchanges, and wallets in real-time. Manual entry works great for assets we don't support yet. We never have access to move or withdraw your funds.
We support 300+ platforms including traditional brokerages, major exchanges (Coinbase, Binance, Kraken), and hardware wallets (Ledger, Trezor).
Absolutely. We use bank-level AES-256 encryption and SOC 2 Type II certified infrastructure. All connections are read-only.
We'll offer a generous free tier for basic tracking. Premium features will be available in our Pro plan. Early waitlist members will receive exclusive benefits.
We're targeting Q1 2026 for public launch. Waitlist members get priority early access.
Ready to feel Welfy?
Join thousands of smart investors who want the full picture of their portfolio
First 500 users get a welcome bonus