Portfolio Consolidation Platform

Most people with investments don't have a single view of what they own.

They have transactional accounts at one bank and savings at another. Their shares may be at the same bank, their managed funds and ETFs somewhere else entirely. Each platform shows you its piece - but never the full picture.

And that full picture matters.

You need it at least once a year for tax reporting - and regularly if you want to know whether your investments are actually doing what you intended.

WV-App changes that.

WV-App develops and operates a web-based SaaS platform that enables individual investors to consolidate and track investment portfolios held across multiple brokers and financial institutions.

The software provides portfolio reporting and performance analytics. The company does not provide financial advice, manage funds, or execute trades on behalf of users.

If you have investments across more than one platform and want to finally see everything in one place - I'd love to connect.