Wealth Watcher

Holistic Net Worth

£-- --

Financial Independence

FIRE Tracker

£-- TARGET NUMBER

Progress to FIRE

Investable Assets £0

Remaining £0

Completion 0%

Safe Withdrawal Rate (SWR)

4.0%

The percentage of your portfolio you can safely withdraw each year.

Target Monthly Income

£4,000

Your desired passive income after retiring.

Estimated Monthly Income

£0

If you retired today using your current investable assets.

Budget setup

Manage your monthly plan

Portfolio Evolution

Wealth Journey

Awaiting first sync

Current net worth — Latest recorded value

Change over range — No data available

Peak value — Within selected range

Net worth over time

Follow the long-term shape, then zoom in when a change needs explaining.

Net worth

Asset Breakdown

Latest value, range change, and portfolio share for each Asset Group.

Portfolio Movement

Calendar

Future Projections

Wealth Forecast

Forecast strategy

Choose the projection method to experiment with; the selection is saved with Forecast settings.

Projection strategy

Search the configured strategies or choose one from the list.

Target hit date -- Based on the selected projection strategy

Time remaining -- Until the FIRE target is reached

Age at target -- Calculated from your date of birth

Projection

Stay current with the application release. Review the installed version, release notes, and whether a newer Docker image release is available.

Installed version Loading…

Release date —

Release information will appear here when the application starts.

Release notes

Updates require a manual Docker deployment.

Configuration

Application Settings

General Settings

Milestones

Add one or more milestones. The dashboard will show progress from your latest achieved target to the next target above your current Holistic Net Worth.

Asset Catalogue

Tracked assets Search, filter, and update the assets used throughout Wealth Watcher.

Single source of truth

Manage types & groups Define the Types and Groups used to organise your assets. Advanced

Asset Types Types classify assets and provide a default Group for new assets.

Add to catalogue Add assets from the main action above, or create a Type or Group here.

Integrations

Connect read-only partner accounts, test them, and map each discovered account to an asset.

Credentials are encrypted locally before they are stored. Polling is configured per connection, with optional market-hours gating.

Available partners

Choose a partner to start the setup wizard.

FIRE

Tracker Track progress toward your FIRE target.

Forecast Project when you could reach your FIRE target.

Tracker settings

Target Monthly Income (£)

Safe Withdrawal Rate (%)

Assets to Include

Forecast settings

Date of Birth

Expected Annual Market Return (%)

Expected Monthly Contribution (£)