My Wealth by Indrik Software

Your wealth.
Your control.

Track real estate, savings, market investments, SCPI, crypto, precious metals and more in one private Windows app — without sending your financial data to the cloud.

Your data stays on your computer
No account required
Essential features work offline

Inside My Wealth

A complete view, without the noise.

A clear desktop interface to add assets, follow their value and keep the big picture in sight.

My Wealth Live start page for creating or opening a portfolio
01

Your wealth at a glance

Create a new wealth file, open a recent portfolio and keep your data local from the first screen.

My Wealth Live portfolio overview and investment goals
02

Track the big picture

Follow net wealth, latent gains, goals, history and allocation from the Situation view.

My Wealth Live portfolio grouped by asset family
03

Browse your portfolio

Review assets by family, open details quickly and keep empty sections out of the way.

My Wealth Live wealth allocation treemap
04

Switch to a detailed grid

Compare assets in a structured table when you need precise values and readable breakdowns.

My Wealth Live portfolio evolution and variation history
05

Understand the evolution

See how each asset family contributes to the portfolio over time.

My Wealth Live passive income overview and goals
06

Estimate passive income

Calculate monthly and annual passive income automatically and compare it with your target.

My Wealth Live portfolio analysis dashboard
07

Check availability

Visualize how available your wealth is across asset families.

My Wealth Live budget flow diagram
08

Put wealth in context

Compare your net wealth with national, international and worldwide ranking indicators.

My Wealth Live investment goals and progress
09

Define your goals

Track their progress easily and include them in your budgets to maximize your chances of reaching them.

Private by design

Your wealth stays private, local and accessible.

Your data is stored in a local file that you control. It is neither centralized nor stored by Indrik Software. You can manage your wealth offline and freely choose to use connected services to search for or refresh selected information.

  • No account required to manage your wealth
  • No centralized storage of your wealth data
  • Optional and explicit connected services
  • Optional encryption to protect your wealth file

My Wealth Live

Connected financial data for My Wealth.

My Wealth is free, complete and unrestricted. My Wealth Live adds access to financial APIs that help you find assets, prefill details and refresh values.

My Wealth Live 3.99 EUR/month or 39 EUR/year
  • Monthly or annual subscription to connected services
  • Stocks, funds, SCPI, precious metals and crypto
  • Assisted prefill and value refresh
  • My Wealth stays free and local-first

Monthly

3.99 EUR/month

10-day free trial

Cancel anytime. Your data stays with you, and My Wealth keeps working; you only lose access to My Wealth Live connected services.

Why My Wealth Live exists

Financial data has a cost. My Wealth keeps the choice yours.

Market data providers require paid commercial subscriptions. Indrik keeps My Wealth free for local portfolio management, while My Wealth Live covers the connected services that make search, prefill and refresh more comfortable.

01

Assisted search and prefill

Find stocks, funds, cryptocurrencies, SCPI and precious metals, then prefill asset details faster.

02

On-demand value refresh

Refresh exchange rates, market prices, yields, SCPI unit values and returns when you need current values.

03

Your portfolio remains yours

Cancel anytime. Your local data remains with you and My Wealth continues to work without the connected Live services.

My Wealth Live value refresh dialog
01

Refresh values on demand

Update current values and returns from the dialog when you want fresh data.

My Wealth Live cryptocurrency search helper
02

Find cryptocurrencies faster

Use Live search assistance to identify crypto assets before adding them to your portfolio.

My Wealth Live precious metals search helper
03

Prefill precious metals

Search metal references and use the connected data to fill in useful information.

My Wealth and Live comparison
Feature My Wealth My Wealth Live
Price Free 3.99 EUR/month or 39 EUR/year
Local portfolio features Complete, unrestricted access Complete, unrestricted access
Financial APIs Manual entry Stocks, funds, SCPI, precious metals and crypto
Assisted prefill Manual entry Included
Value refresh Manual entry Included
Local-first privacy Included Included
License Free application Monthly Live services subscription

Is My Wealth Live a subscription?

Yes. My Wealth Live is available as a monthly subscription.

Is My Wealth free?

Yes. My Wealth is free, complete and unrestricted. Live only adds connected financial services.

Do my financial data leave my computer?

No. My Wealth is local-first. Your portfolio files stay on your computer.

What happens after payment?

PayPal confirms the subscription and My Wealth Administration manages the subscription status.

Discover

Go further with My Wealth.

Explore practical guidance for organizing and understanding your personal wealth.

Start today

Take the first step toward a clearer view of your wealth.

My Wealth is currently free and available for Windows 10 and later.

This first version is not yet digitally signed. Windows may display a security warning when you open it.

Indrik Software

Software crafted with passion, designed to stay simple.

Indrik Software designs simple, useful tools that respect your data and help you stay in control of your digital life. My Wealth is the first software born from this vision.