About this app
PrivyWealth is a private, local-first finance workspace for people who want a detailed view of their wealth without putting sensitive records into an online account. Use it to organize net worth, accounts, investments, real estate, vehicles, valuables, mortgages, taxes, expenses, business profit and loss, and long-range projections in one Mac app. Data lives in a local workspace file that you choose, with read-only opening, write PIN protection, viewer profiles, auto-lock, and encrypted bulk import support. PrivyWealth is built for serious personal finance tracking: - Net worth history with manual entries, CSV import, charts, and year-end snapshots - Account metadata, account snapshots, bank transactions, tags, and monthly return buckets - Investment securities, prices, dividends, splits, private holdings, benchmarks, risk metrics, and portfolio analysis - Real estate, mortgage schedules, property valuation snapshots, cash flow, and return analysis - Vehicles, valuables, legal entities, ownership relationships, and asset summaries - Income tax trackers, summary income, expenses, education costs, budgets, and business P&L - FX rates, display currency conversion, routine updates, and optional API-powered market data - CSV transformation and bulk import workflows with reusable mappings, preview, matching, deduplication, skipped-account memory, and diagnostics PrivyWealth is designed for people who already keep financial records in spreadsheets, PDFs, CSV exports, brokerage reports, property files, or personal notes, and want a more structured home for long-term analysis. It is especially useful when you care about both the high-level picture and the underlying details: total assets, account values, investment mix, country and sector exposure, real estate equity, business income, expense trends, tax records, and future projections. The app favors transparency over automation. You stay in control of what is imported, matched, converted, synced, and included in summaries. Optional data update tools can fetch FX rates and market data when configured, but imports and updates are user-initiated. PrivyWealth does not provide financial, tax, legal, or investment advice. Analysis tools are informational and depend on the data you enter or import. No account required. No subscription required. No cloud workspace required. A private finance command center for your own Mac.
Latest release
What’s New
PrivyWealth 1.0.6 makes setup, importing, and everyday workspace use clearer: - A guided Command Center helps new users complete essential setup and discover optional tools. - A reusable CSV transformer maps broker and provider exports into supported PrivyWealth formats with preview, validation, and saved profiles. - CSV examples can now be copied or loaded directly into import fields. - Investment navigation now clearly separates actual Account Holdings from Portfolio Research snapshots. - Account creation explains which account types support individual investment holdings and requires an explicit account type. - Save actions provide clearer success and failure feedback. - Encrypted workspace opening handles incorrect passwords cleanly and supports reliable retrying. - Write mode can be unlocked directly from the app bar or with Command-Shift-W.
Audience growth
Ratings growth
Baseline captured. Growth appears after the crawler observes a changed rating count.
Momentum comes from crawler snapshots for the tracked storefront. “Viral growth signal” means unusually fast recent rating gains; it is an indicator, not download data.
Price tracking
Price intelligence
First snapshot captured. The trend line starts after the next crawler price observation.
- First observed Aug 8, 2026 · 4:07 PM $49.99
Screenshots
