WealthSphere OS
Your financial world. Unified.
A personal wealth tracker to organise, understand and visualise your complete financial life — with AI-powered summaries and educational insights.
Explore for free. Create a free account to save your financial profile. Upgrade for the full personal wealth organiser, scenario tools and AI-powered educational insights.
WealthSphere is a personal wealth organiser and education tool. It does not provide financial, investment, tax or legal advice, and is not authorised or regulated by the FCA. All figures are user-entered estimates for personal planning only.
Private by default · Only your email is required · Use estimates and nicknames — never bank account numbers, sort codes, NI numbers or government IDs.
🔥 Founding Member Pricing
Join WealthSphereOS during beta and lock in £29/year pricing before public launch. Expected future pricing: £69/year.
Designed for privacy. Built for estimates.
WealthSphereOS is designed with privacy and simplicity in mind. You can organise your financial world using estimates, nicknames and high-level balances — without providing sensitive personal financial identifiers.
Your profile is private by default. Your financial data remains separate from every other user. Only your email address is required to create an account.
- We only take your email address to save your profile - no real names
- Use nicknames instead of real account names
- Use estimates and rounded balances — update over time
- Uploaded data is for your own organisational and tracking purposes
- We never ask for: bank account numbers, sort codes, NI numbers, passport or government IDs
- Demo Mode is the only public profile — your data is never part of it
Unified Wealth
Cash, ISAs, pensions, property, crypto and private holdings in one personal wealth dashboard.
Portfolio Summary
Educational insights on diversification, liquidity, concentration and retirement readiness.
Private by design
Browse and try WealthSphere locally in your browser. When you create an account, your profile is securely saved to your private cloud account so you can access it from any device.
FIRE Tracker
Financial Independence Retire Early - Lean FIRE and Full FIRE projections with a transparent freedom countdown.
Scenario Lab
Model overpayments, contributions, market shifts and retirement dates side-by-side.
Tax insights
Educational awareness on ISAs, pensions and more, generated from your wealth profile
An educational second look at your financial life.
WealthSphere summarises diversification, liquidity, single-holding concentration, pension trajectory and retirement readiness — and explains what it sees in plain English.
Educational summaries only. Not financial, investment, tax or legal advice. Not regulated by the FCA.
“Your portfolio appears broadly diversified across major stock market investments. However, your employee shareholding of £95k in LTIP/RSU represents a significant portion of your overall wealth. Holding a large amount in a single company can increase risk exposure if that company experiences a downturn.”