WealthClaude
Free AI portfolio tracker with market news โ no bank linking
WealthClaude โ AI-powered portfolio tracker with live market news and heatmaps
Summary: WealthClaude is a free portfolio tracker that provides AI-driven analysis, live market news updated six times daily, and real-time S&P 500 heatmaps without requiring bank account linking. Users upload a CSV from their broker to access a dashboard showing holdings, dividends, and performance versus benchmarks.
What it does
It processes uploaded broker CSV files to generate a dashboard with portfolio insights, including AI analysis, dividend tracking, performance comparisons, and live market data. The tool updates market news multiple times daily and displays real-time heatmaps for S&P 500 and NASDAQ.
Who it's for
Investors seeking detailed portfolio analysis and market updates without sharing bank credentials or paying fees.
Why it matters
It eliminates the need for bank linking and paid features while delivering actionable AI insights and timely market information in one free platform.