CeeWealth tracks every account, investment, and liability all in one place so you can take back control of your finances.
Everything in one place
Every feature you need to understand, grow, and protect your wealth - without the noise of banking apps that try to sell you things.
Every account in one view - liquid savings, investments, retirement, and liabilities. See exactly where you stand with historical trends across any time range.
CoreLog stock purchases, track your portfolio value, record dividends, and see your real returns. UK stocks and international markets supported.
InvestmentsTrack your crypto holdings across any coin or token. Log buys and sells, calculate your average cost basis, and see real-time CGT exposure on your gains.
CryptoCreate categories, log transactions, and spot spending patterns month-to-month. Recurring expenses are tracked so nothing gets missed.
BudgetingSet financial goals with deadlines and target amounts. Watch progress in real time with projected completion dates based on your saving rate.
GoalsSee your projected net worth at 6 months, 1 year, and 5 years based on your historical growth rate. Linear extrapolation from your full history.
ReportsUK-specific tax reporting covering employment income, dividends, bank interest, and capital gains. CGT calculated at 18% on your real cost basis.
TaxA live score out of 100 measuring net worth, investment ratio, debt, retirement savings, and emergency fund. Actionable tips for every factor.
AnalyticsLog all income sources - employment, freelance, rental, dividends, interest, and benefits. Visualise your income split and track year-on-year.
IncomeFinancial Health Score
A live score built from five key financial factors. Know exactly what's dragging your number down and what to fix first.
Simple setup
Sign up in seconds. No third party data sharing - just a secure account that's entirely yours.
Add any accounts you own - savings, current, investment, pension, mortgage. Name them whatever you like.
Update your balances whenever you check your accounts. Takes 30 seconds. CeeWealth does the rest.
Track trends, spot opportunities, set goals, and build the financial picture that actually makes sense to you.
Pricing
No hidden fees. No upsells. No selling your data. One plan with everything included.
14-day free trial included - no charge until it ends
Questions
Join people who've stopped guessing about their finances.