Features built for your financial future
Every tool you need to understand, grow, and protect your wealth — designed for real people, not Wall Street traders.
See your entire financial picture in one place
Stop switching between apps to check your stocks, ETFs, retirement accounts, and savings. Welthon aggregates everything into a single, beautifully clear dashboard that updates in real time.
Whether you have two accounts or twenty, you'll always know exactly where you stand.
- Real-time sync with brokerage accounts
- Supports stocks, ETFs, mutual funds, crypto & more
- Net worth tracker across all asset classes
- Historical performance charts
AI-powered recommendations tailored to you
Welthon's intelligent engine analyzes your portfolio, spending habits, risk tolerance, and financial goals to surface actionable investment ideas — personalised, not generic.
You're always in control. Our AI informs, it doesn't decide.
- Personalized investment suggestions
- Risk-adjusted portfolio recommendations
- Rebalancing alerts when your allocation drifts
- Plain-English explanations for every insight
Turn your dreams into a financial roadmap
A goal without a plan is just a wish. Welthon helps you define what you want — a house, retirement, college fund, emergency savings — and builds a personalised roadmap to get there.
Track your progress in real time and stay motivated as every contribution moves you closer to where you want to be.
- Unlimited goals on Pro and Premium plans
- Automatic progress tracking
- Smart contribution scheduling
- Milestone celebrations to keep you motivated
Know exactly how much risk you're carrying
Most investors don't truly understand the risk in their portfolio. Welthon provides a clear, jargon-free breakdown of your exposure — by sector, asset class, geography, and volatility profile.
Adjust your holdings with confidence, knowing exactly how each change affects your overall risk score.
- Personalized risk score (1–10 scale)
- Sector and geographic concentration analysis
- Volatility and drawdown history
- Scenario modelling for market downturns
Clear reports that show your wealth growing
Every month, Welthon automatically generates a clear, readable summary of your portfolio performance — gains, losses, goal progress, and a forward outlook. No spreadsheets required.
Annual reports give you the full picture for tax season and long-term planning.
- Automatic monthly & annual reports
- Downloadable PDF format
- Performance vs. benchmark comparisons
- Tax-ready summaries
Your data is protected like your money should be
Security isn't an afterthought at Welthon — it's built into the foundation. We use the same encryption standards as the world's leading financial institutions to keep your data safe.
We will never sell your personal or financial data to third parties. Your privacy is non-negotiable.
- 256-bit AES encryption at rest and in transit
- Two-factor authentication (2FA)
- Biometric login support
- Read-only account connections via OAuth
- SOC 2 Type II compliant infrastructure