How Wealthry Works
1. Join and Get Your Member Key
It’s simple and quick. You can sign up with your Apple or Google account, or enter your details manually.
2. Select Your Goals
Choose one or more financial goals you want to achieve to get access to the stores which will help you do that.
3. Select Your Plan
Depending on the number of stores you choose, Goalry offers several plans.
The Wealthry Store Can Help You
HAVE AN OVERVIEW OF YOUR NET WORTH
The Net Worth tab tracks the sum of all your assets and liabilities. Property accounts can be added manually on the Accounts tab to make sure key assets — such as the value of your home or vehicle — are counted. You can choose to view the past 6, 9, or 12 months of net-worth history. If you just started using the software, you may not have accumulated enough data to to get an accurate historical picture of your net worth; however, the software will continue to save transaction data moving forward.
KEEP TRACK OF YOUR INVESTMENTS
Whether you’ve just got a 401(k) or you hold an extensive investment portfolio, the Investments tool can help you track and analyze your portfolio performance, adjust your strategy, and determine your allocation. You’ll be able to quickly get a read on your total investment value and your gains and losses. If you need more detailed information about a specific account — or even a specific holding — you can dive in deeper with just a few clicks.
KEEP TRACK OF YOUR WEALTH BUILDING GOALS
Investing, assets, retirement - you can track anything in the Goalry app. Create a new goal, connect it to your account and track your progress over time.
FIND WEALTH BUILDING SOLUTIONS
Shopping online is something you surely tried so far. With the Goalry app, it’s possible to shop for wealth-building solutions. Savings accounts, investing, brokerages - you name it, shop from our marketplace, read reviews and choose the best option for you.
GET PERSONALIZED WEALTH BUILDING INSIGHTS
The Goalry app offers hundreds of educational blogs and videos to help you build your wealth in the best way possible. We offer personalized insights. tailored to your situation so you can make the most of your current wealth and increase it.
