Changelog

What's new in Wealthi AI

New features, improvements and fixes, newest first. We ship every week.

Follow updates by RSS

  1. Trading journal 2.0 and your currency everywhere

    The trading journal now covers stocks as well as crypto, and Wealthi remembers the currency you want to see.

    New

    • A rebuilt trading journal for stocks and crypto, with a new design, a profit-and-loss calendar and notes on every trade.

    Improved

    • Your display currency is saved to your profile, and the AI assistant and AI insights answer in it.
    • Every add form starts in your profile currency, so there is less to change by hand.

    Fixed

    • Brokerage logos show again in the brokerage list.
    • Large amounts in the journal calendar now fit their day.

  2. Manual accounts and buying more shares

    Better tools for the accounts and investments you track by hand.

    New

    • Add shares to a holding you already track. Wealthi keeps your average cost and a log of every buy.

    Improved

    • Transactions you add by hand now update the balance of a manual account.
    • Accounts that don't fit a category now appear under "Other".
    • Security and account-protection improvements.

    Fixed

    • The bank connection window could open twice on some devices.

  3. Smarter transactions

    Rules, tags, links and new views that make a long transaction history easy to keep tidy.

    New

    • Category rules: pick a phrase once and every matching transaction, now and in future imports, gets the right category.
    • Transfers, card payments and currency exchanges between your own accounts are linked, so they no longer count as spending or income.
    • Link loan and card payments to the debt they pay off. Repeat payments link themselves.
    • Optional tags on any transaction, plus By merchant and By category views.
    • Manage your categories in one place: rename, sort and clean them up.

    Improved

    • See the original bank text under each transaction, and preview a merchant rename before it's applied.
    • Wealthi finds copied accounts and exact duplicate transactions and offers to merge them.
    • Loans can be paid monthly, every two weeks or weekly. Assets and loans can have a start date, and net worth history counts them from that date.
    • The transactions page loads much faster on long histories.

  4. Statement upload, upgraded

    Bring in data from any bank, with more control over what gets added.

    New

    • Upload CSV files as well as PDFs, and several files at once.
    • Statements with more than one account import every account in them.
    • Review and edit any transaction before it's added.

    Improved

    • Add a statement to any bank and any existing account, and build a daily balance history from it.
    • Statements are read faster and more reliably.

    Fixed

    • Stray characters at the start of some merchant names.

  5. A brand-new Wealthi

    Every main page is redesigned, from the dashboard to net worth.

    New

    • A redesigned dashboard, Transactions, Budgets, Cash flow and Net worth.
    • Cash flow has Overview, By month and Categories views, custom date ranges, and totals that leave out transfers between your own accounts.
    • Budgets follow real calendar periods, with a separate limit for each period.
    • Net worth shows your real history, a balance sheet and a goal you can save.
    • Detail panels for every account, holding, property and vehicle, one click away.

    Improved

    • New accounts start on a clean dashboard that shows you what to add first.
    • The demo account gets fresh data every week.

  6. A new home, a new homepage and more crypto

    Wealthi moves to wealthi.ai, and you can track more of your crypto.

    New

    • wealthi.ai is our new address. Old links still work.
    • A new animated homepage.
    • Connect a browser wallet in a couple of clicks (read-only), and give each wallet a name.
    • Track Hyperliquid, Lighter and dYdX accounts by wallet address, plus Backpack exchange accounts.
    • Coin and stock logos across your holdings.

    Improved

    • Bank accounts show when transactions are still syncing.
    • Stronger account security, including email verification and password reset by email.

    Fixed

    • Some crypto exchange holdings showed a value of zero.

  7. Early access: every feature free

    Everyone gets the full product for free until January 1, 2027.

    New

    • Early access membership: every feature is free until January 1, 2027.

  8. Faster homepage and security work

    Under-the-hood work to keep Wealthi quick and safe.

    Improved

    • The homepage loads noticeably faster, especially on phones.
    • Security and reliability improvements across sign-in and email.

  9. Reliability fixes

    Fixes for statement imports, debts and the first dashboard load.

    New

    • Remove a debt that came from a connected account if you don't want to track it.

    Fixed

    • Some statement imports couldn't read any transactions.
    • The dashboard could show an error right after signing in.

  10. New dashboard, receipts and split transactions

    A clearer dashboard and more detail on every transaction.

    New

    • A two-column dashboard with net worth by category, investments and cash flow at a glance.
    • Attach receipts to transactions and split one transaction into several categories.
    • A market ticker on the dashboard you can set up with the prices you care about.

    Improved

    • Real bank logos, budget drill-downs and editable transactions and subscriptions.
    • Your currency is detected from your location the first time you sign in.

  11. Tax estimates

    See an estimate of what you owe before tax season.

    New

    • A tax page with income tax estimates for the US and Canada.

    Improved

    • Loading placeholders instead of spinners across the app.

  12. Free calculators and the trading journal

    Free money calculators for everyone, and a journal for your trades.

    New

    • Free calculators for mortgages, compound interest, retirement, FIRE, zakat and more, in several languages.
    • A trading journal for crypto trades, with CSV import for exchange trade history.
    • Upload up to 12 PDF statements at once, with transactions categorized for you.
    • A recurring transactions view.
    • Create a new category without leaving the transaction you're editing.

  13. US and Canadian banks, brokerages and 155 currencies

    Connect accounts directly and track money in almost any currency.

    New

    • Connect thousands of US and Canadian banks, including investments and loans.
    • Connect brokerage accounts and see your holdings and activity.
    • 155 currencies, with searchable currency pickers on every form.
    • Add banks that can't be connected as manual accounts.
    • A page for each account type, and hide or delete transactions you don't want.
    • A read-only demo account you can try without signing up.

    Improved

    • Repair a broken bank connection without starting over.

  14. Wealthi AI is here

    The first version of Wealthi AI: all your money in one place, with an AI assistant.

    New

    • Net worth tracking across bank accounts, investments, crypto, property, vehicles and debts.
    • An AI assistant that answers questions about your own finances and remembers your conversations.
    • Budgets, spending breakdowns and a cash flow calendar.
    • Upload PDF bank statements from any bank.
    • Crypto wallet tracking and live prices for stocks and other assets.
    • Property and vehicle value estimates.
    • Real-time exchange rates and eight languages, including Arabic and Urdu.
    • Sign in with Google, and two-factor authentication.

See every new feature first-hand

Every feature is free during early access.