---
title: My Wealth Reviews
meta_title: 'My Wealth Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how My Wealth works for a business like yours.
date_modified: '2026-08-31'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# My Wealth Reviews
**Vendor:** My Wealth  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About My Wealth
My Wealth is a local-first personal wealth management application designed to give individuals a clear and private overview of their financial situation. It helps users track real estate, savings accounts, stocks, funds, SCPI, cryptocurrencies, precious metals, other assets and liabilities in one place. My Wealth provides portfolio allocation, performance tracking, diversification and concentration analysis, debt analysis, passive income monitoring, budgeting and investment goals. Financial data is stored in a local wealth file controlled by the user, with optional encryption and synchronization through services such as Google Drive or OneDrive. My Wealth is available for Windows and Android and can also integrate with local AI assistants and MCP-compatible clients for privacy-focused analysis of portfolio data.






- [View My Wealth pricing details and edition comparison](https://www.g2.com/products/my-wealth/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-15+04%3A12%3A50+-0500&secure%5Bsession_id%5D=007da25f-7740-4034-85d1-3f819ba28ea4&secure%5Btoken%5D=966dfdcfb4a799c84dadee23b14fee6289a85b30858fa0f649c9e35de4d837c7&format=llm_user)

## My Wealth Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

## Top My Wealth Alternatives
  - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (710 reviews)
  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (438 reviews)
  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (301 reviews)