What it does
WealthBoard keeps your holdings, transactions and dividends in one place and shows them against live market data — total value and day change, performance over any range, dividend income by month and by holding, allocation across accounts, and the tax treatment of each account.
Everything is entered by you. WealthBoard does not connect to your brokerage, cannot place trades, and is not investment advice.
Support
Questions, bug reports or feature requests: tristandavid20@gmail.com. You can also use “Contact Support” in the app’s Menu, which reaches us directly. We aim to respond within 48 hours.
Legal
Developer
Tristan David · Ontario, Canada