Target ETF weights
Set a target portfolio percentage for each holding and spot drift.
ETF portfolio tracker
Track ETFs and shares across every portfolio.
WealthSync helps ETF investors understand allocation, diversification, income, monthly review progress and trade history without maintaining a complex spreadsheet.
Built for diversified investors
Combine ETFs, direct shares and income holdings in the same portfolio dashboard.
Combined view
Review one ETF portfolio or combine multiple portfolios for analysis.
Review before reports
Use the Monthly Review Hub before exporting charts, allocation and commentary.
A cleaner ETF review workflow.
Track trades, allocation and portfolio summaries in one place.
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