WealthWise AI: Stop Leaking Money. Start Building Wealth Intelligently.
Most people have no real idea where their money goes. They have a rough sense of their salary, a vague feeling about their savings, and a growing suspicion they are spending more than they should. WealthWise AI fixes that. It is a complete personal finance and investment platform that gives you total visibility over every area of your financial life, from daily spending to long-term investment performance.
My Dashboard
The moment you log in you see your complete financial picture in one place. A 30-day portfolio overview shows your total return, unrealised profit and loss, dividend income, number of trades and win rate. Your total portfolio value sits alongside month-on-month movement, unrealised gains, monthly income and annualised return compared directly against the S&P 500. Live market charts powered by TradingView sit alongside your asset allocation breakdown, top holdings with 7-day performance and sparkline charts, AI-generated insights based on your actual numbers, active goals and your current risk profile across volatility, diversification, liquidity, beta and drawdown. No digging through spreadsheets or switching between apps. Everything you need to make a smart financial decision is right in front of you from the moment you open the platform.
My Portfolio
Track every investment you hold across stocks, ETFs, crypto, bonds, commodities and cash. See your total portfolio value, individual position performance, allocation breakdown and how your holdings compare against benchmarks. Know at any moment whether your portfolio is working for you or against you.
Transactions
Log every income and expense with full category tagging. Filter by date, category or transaction type. Identify spending patterns you did not know existed and see exactly what is eating into your money month after month.
Scheduled Transactions
Set up recurring income and expenses so your budget always reflects reality. Direct debits, salary payments, subscriptions and regular outgoings all mapped out so you are never caught off guard by what hits your account.
Account Management
Manage all your financial accounts in one place. Current accounts, savings accounts, investment accounts, credit cards and loans. See balances, account types and overall financial position across every account you hold without logging into multiple platforms.
My Asset Charting
Full TradingView charting on any symbol with all indicators, drawing tools and timeframes available. Switch between assets instantly and analyse any market directly inside the platform without needing a separate charting subscription.
Real Estate Deals
Research property investment opportunities with deal analysis tools. Evaluate rental yields, capital appreciation potential and financing costs to decide whether a property investment stacks up before you commit any capital.
Best Car Investments
Track appreciating vehicles with data on which makes and models have historically increased in value. A unique tool for investors who treat classic and specialist cars as part of a diversified asset portfolio.
CMC IPO Watcher
Monitor upcoming and recent IPOs with key data on pricing, valuation and market reception. Never miss a significant listing that could belong in your portfolio.
Finance and Insurance
Access curated recommendations for banking, business finance, mortgages, insurance and technology products. Every recommendation is selected for genuine value across current accounts, business banking, mortgage brokers, health insurance, life cover and essential business tools.
My Tax and Accounting
Track your ISA and SIPP usage against annual allowances. Get AI-generated tax optimisation advice based on your actual portfolio and income. Know what steps to take before the tax year ends to legally keep more of what you earn across capital gains, dividend allowances, ISA wrappers and pension contributions.
MSP Trading Signals
View live signals from the MSP signal software across 30 currency pairs including gold and silver. See active alerts, signal direction and context without needing to run the software yourself.
AF Supply and Demand Training Programme
Access the full Alpha Flow Supply and Demand training programme directly inside WealthWise AI. Learn the proprietary methodology used by ConnectMyCurrency traders to identify high-probability supply and demand zones across forex, indices and commodities.
Refer and Earn
Share WealthWise AI with people in your network and earn for every successful referral. Track your clicks, signups, pending earnings and total paid out directly inside the platform.
News and Economic Calendar
Stay informed with a live financial news feed and a full economic calendar showing upcoming events that move markets. Know what is coming before it happens and position your portfolio accordingly.
Investor Psychology Test
Complete a detailed psychological assessment that identifies your investor profile across three categories: individual investor, active trader and business owner. Get a personalised breakdown of your strengths, blind spots and specific action recommendations tailored to your profile.
Book a Consultation
Book a free 30-minute consultation with a ConnectMyCurrency advisor directly inside the platform. Find out what a professionally managed account could return for you based on your current portfolio size and goals.
AI Advisor
Ask any financial question and get a detailed, personalised answer based on your actual portfolio data, goals and risk profile. Analyse your holdings, get investment ideas, stress test your strategy or simply ask what you should do next. The advisor has full context of your financial position every time you use it.
AI Reports
Generate full written reports on demand covering portfolio health, performance review, risk analysis, tax summary, goals progress and market commentary. Export as PDF or text to share with an adviser or keep for your own records.
CMC Algo Software
Access and monitor the ConnectMyCurrency algorithmic trading software suite directly from your dashboard. Track performance, review signals and stay connected to the automated trading systems running on your behalf.
CMC Tracker
Monitor your ConnectMyCurrency managed account performance month by month. Track monthly return rates, cumulative growth and historical performance data so you always know exactly how your managed account is performing.
Health Score
WealthWise AI scores your overall financial health out of 100 across multiple categories including savings rate, debt load, investment diversification and budget discipline. It then generates a personalised action plan ranked by impact so you know exactly what to fix first to improve your financial position.
Debt Planner
Enter every debt you carry, from credit cards to personal loans to mortgages. The platform generates a personalised payoff strategy using either the avalanche or snowball method, tells you which debt to attack first and calculates exactly how long until you are completely debt free if you apply extra payments each month.
Budgeting Goals
Build a monthly budget with category-level targets. See in real time how your actual spending compares to your plan. Know the moment you are overspending in any area and adjust before the month is over rather than after.
Goals and Diary
Set financial goals with target amounts and deadlines. Track your progress week by week. Record notes, decisions and milestones in your financial diary so you can look back and see exactly how far you have come and what decisions got you there.
Bill Manager
See every recurring charge you pay in one place. Subscriptions, insurance, utilities, memberships. Know your total monthly and annual bill cost, spot what you can cancel and get alerts when renewals are approaching so nothing catches you off guard.
Dividend Calendar
Track dividend-paying stocks and funds across your portfolio. See upcoming payment dates, expected income amounts and your total projected annual dividend income. Plan your cash flow around your investment income rather than guessing.
Watchlist
Track stocks, indices and assets you are considering buying. Monitor price movements, add notes and get AI commentary on the current market context for each symbol so you always know what level to watch.
Net Worth
Your net worth is the single most important number in your financial life. WealthWise AI calculates it automatically from your assets and liabilities, tracks it over time and shows you whether you are moving in the right direction month by month so you can measure real progress.
Portfolio Rebalancer
Set your target asset allocation and compare it to where you actually are. Get specific rebalancing instructions telling you exactly what to buy and sell to bring your portfolio back in line with your strategy, with AI commentary on the recommended approach.
Wealth Guides
A library of educational guides covering investing fundamentals, forex trading, stocks, crypto, ETFs and managed accounts. Written for people who want to understand what they own and why, from complete beginners to experienced investors.
Savings
Set up savings pots with target amounts and track contributions over time. Whether you are saving for a house deposit, a holiday, an emergency fund or early retirement, you will always know how close you are and how long it will take at your current savings rate.
Import and Export
Import existing financial data and export everything in your account at any time. Your data is always yours. Back it up, move it or share it with an adviser whenever you need to without restriction.
How it works
Purchase below and get instant access. Create your account, log in and start building your financial picture. The platform is fully web-based and works on any device with no downloads or installations required. Your data is stored securely and never shared with anyone.
Price: £497 per year
Full access to every feature listed above. No tiers. No upsells. No features held back.
