welyoo (beta) - wealth management for you
Identify investment opportunities
Track fees and expenses
Recognize options for action
Use rebalancing opportunities
welyoo is a portfolio and asset management, offering you:
- 360° asset overview: Analyze and control the growth of your financial assets!
- Record assets in accounts, in securities and soon also in other, user-defined assets such as real estate
- Complete traceability of all transactions: Using the history of all purchases, sales, income, fees, taxes, etc. you know exactly what happened in your assets
- Find the right investment instrument for you, e.g. inexpensive ETFs
- Define your target asset allocation using any criteria and identify deviations in your actual assets
- Comprehensive evaluations: How are your investments performing? Where are high fees lurking?
- Track all your accounts and portfolios, regardless of banks and currencies
- More features will follow soon!