PrivyWealth: Finance Suite

iOS app by Space 64 LLC. Finance · Space 64 LLC

Store rating
0 / 5
Store rating count
0
Download price
49.99 USD
In-app purchases
Unknown
Version
8
Listing last refreshed
2026-09-14

View the original store listing

Store description excerpt

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.

Review coverage

AppRill has captured 0 reviews for this app. This is a collected sample, separate from the store rating count. Latest review capture: Not captured yet.

Recent captured chart positions

No chart positions have been captured for this app yet.

Chart position, rating count and review coverage do not establish downloads, revenue or profit. Understand the differences.