Dashboard — WealthCalcApp

Main

Tools

Account

Total Invested

Current Value

Total P&L

Return

Portfolio Allocation

Profit / Loss by Asset

Your Holdings

No assets yet

Add your first transaction to start tracking your portfolio performance.

AI Investment Assistant

Ask about your portfolio, market trends, and investment strategies

Investment Projections

Based on your current portfolio and market conditions

Projected Portfolio Growth

Institutional & Insider Activity

Track where institutional investors and insiders are focusing their capital.

Portfolio Health Score

--Score

Health Analysis

Unrealized P&L

Realized P&L

Margin Used

Win Rate

No Open Positions

Connect your exchange API in Settings to sync your futures positions automatically.

No Trade History

Your closed futures trades will appear here once synced from your exchange.

Equity Curve

Daily P&L

Performance by Symbol

Best Trading Hours

Risk Analysis Summary

Detailed Trade Log

P&L Over Time

Win / Loss Distribution

Trading Statistics

Streak Tracker

Risk Score

--Risk

Risk Metrics

Risk Recommendations

Position Size Calculator

Account Size

Risk per Trade (%)

Entry Price

Stop Loss Price

Live Funding Rates

Current perpetual futures funding rates across major pairs

Pair	Funding Rate	Annualized	Next Funding	Signal

AI Futures Advisor

Analyze your positions, risk, and trading strategy

Fear & Greed Index

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Top Market Assets

#	Asset	Price	24h Change	Market Cap

AI Portfolio Optimizer

Select your investment sectors and parameters. The AI will analyze your current portfolio and suggest optimized alternatives with exact amounts.

or select specific sectors

No sectors selected

Investment Parameters

Total Investment Amount

€

Monthly Contribution

€

Investment Horizon

Your Current Portfolio

Compound Interest

Calculate compound growth over time

Bitcoin DCA

Dollar cost averaging strategy

ROI Calculator

Return on investment analysis

Staking Rewards

Estimate staking yields

Savings Goal

Plan your savings targets

Crypto Tax

Estimate capital gains tax

Tax Documents

Generate official tax reports for your investment portfolio

Fiscal Tax Report

Complete capital gains & losses report with FIFO cost basis, ready for tax filing

Jurisdiction

Fiscal Year

Portfolio summary & holdings inventory

FIFO cost basis detail per asset & lot

Full transaction history (chronological)

Tax bracket estimation with applicable rates

Regulatory notes & compliance references

Print-ready / Save as PDF

Reports open in a new tab. Use your browser's print function (Ctrl+P / Cmd+P) to save as PDF. All calculations are performed locally in your browser.

Portfolio Advisor

Model portfolios, rebalancing alerts, correlation analysis & risk metrics

Investment Amount

EUR

Risk Profile Assessment

Answer 6 quick questions to discover your investor profile and get a personalized asset allocation

Smart Recommendations

Buy signals based on market timing and portfolio analysis

General Settings

Display Currency

Language

Demo Mode

Use sample data without connecting real accounts

Exchange API Connections

Connect your exchange accounts to auto-sync your portfolio. Only read-only API keys are required.

Security Notice: API keys are encrypted and stored securely. We only request read-only permissions. Your keys never leave your browser in plaintext.

Binance

Spot & Futures trading. Auto-sync balances and trade history.

Disconnected

Coinbase

Spot trading and portfolio sync via OAuth2.

Disconnected

Kraken

Spot, margin and futures. Full balance and history sync.

Disconnected

Bitget

Spot, futures and copy trading. Auto-sync your Bitget portfolio.

Disconnected

KuCoin

Spot & Futures trading. Auto-sync balances and positions.

Disconnected

OKX

Spot & Derivatives. Unified account balance and positions sync.

Disconnected

Bybit

Spot & Derivatives. Unified account sync with trade history.

Disconnected

Gate.io

Spot & Futures. Auto-sync spot balances and futures positions.

Disconnected

MEXC

Spot & Futures. Sync balances and open positions.

Disconnected

HTX

HTX (Huobi)

Spot trading. Auto-sync your HTX account balances.

Disconnected

Crypto.com

Spot portfolio sync. Auto-sync your Crypto.com balances.

Disconnected

Gemini

Spot portfolio sync for Gemini exchange accounts.

Disconnected

Interactive Brokers

Stocks, options and ETFs. Brokerage portfolio sync.

Disconnected

Security Settings

Encrypt Local Data

All API keys and sensitive data are encrypted with AES-256

Read-Only API Access

Only read permissions are used. No trading or withdrawal capability.

Data Privacy:

All calculations run in your browser
API keys are encrypted client-side before storage
No plaintext credentials are ever transmitted
You can delete all data at any time

Notification Preferences

Price Alerts

Get notified when assets hit your target price

Portfolio Updates

Daily portfolio performance summary

Advanced notifications available in Pro plan

Export Your Data

Download your portfolio data, transaction history, and settings.

Subscription Plan

Manage your subscription and unlock premium features

Free

Active Plan

Free

$0/month

Draft mode (manual transactions)
Basic portfolio charts
All calculators
Market overview

Sign in to access your dashboard

Your Holdings

Tax Documents

Fiscal Tax Report

Smart Recommendations

Search Asset

Upgrade Your Plan

Unlock Premium Features

Add Transaction

Connect Exchange

How to get your API Key