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WealthOS

PERSONAL FINANCE, IN ONE PLACE

Your money,
with more clarity.

Understand what comes in, what goes out and what stays. Organize accounts, recurring expenses and investments with WealthOS, on your phone or computer.

Organize my finances

Sign in with Google or create an account with email.

Interface available in Portuguese, English and Spanish. Amounts are shown in Brazilian reais (BRL).

FROM EACH ENTRY TO THE BIG PICTURE

A financial routine
that works for you.

01 / ORGANIZE

Know where your money goes.

Record income and expenses by category and account. Review a month, filter transactions and follow money in and out to understand your habits.

  • Categorized transactions
  • Accounts with separate balances
  • Recurring monthly expenses
02 / TRACK

Keep an eye on what comes next.

Bring your holdings together and follow prices, changes and charts. Explore Brazilian stocks, real estate funds (FIIs), fixed income, indices and cryptocurrencies.

Quotes may be delayed. Information is provided for tracking purposes and is not investment advice.

03 / REVIEW

Your records, within reach.

Use WealthOS on your phone or computer. Import supported PDF statements, review entries and export an organized report of income and spending.

  • Financial reports in PDF
  • Records linked to your account
  • Install as a web app (PWA)

START WITH THE ESSENTIALS

Your first step
can be a small one.

Open WealthOS
  1. Create your account

    Sign in with Google or register with email.

  2. Add your main account

    Enter an opening balance and separate benefits and savings if needed.

  3. Record your first transaction

    Choose a category and an account. Your history starts here.

BEFORE YOU START

Common questions.

What is WealthOS?

WealthOS is a personal finance workspace for recording income and expenses, organizing accounts, setting up recurring bills and tracking an investment portfolio.

Which language and currency does the app use?

The app detects your browser language and supports Portuguese, English and Spanish. You can override the language in the app. Financial amounts are displayed in Brazilian reais (BRL). Investment coverage includes Brazilian assets and cryptocurrencies; it does not imply support for every international market.

Can I keep benefits and savings separate?

Yes. Choose which accounts contribute to your main wallet balance and which remain separate. You can still record spending against a separate account, such as a meal allowance.

Does it connect to my bank automatically?

Transactions are entered by you or imported from a supported PDF statement. Review imported data before confirming entries. You do not need to provide your bank password. Compatibility with every bank or statement format is not guaranteed.

Can I use it on my phone and export my records?

Yes. Use your mobile browser or install the web app through Minha conta (My account). You can export PDF reports with income, expenses, categories and accounts. An internet connection is required to access your records.