Simple, transparent pricing

WV-App helps individual investors and families consolidate portfolios held across multiple brokers and financial institutions — giving you a single, clear view of your investments.
No products sold. No commissions. No conflicts of interest.

Start for free and upgrade as your needs grow. Every plan includes multi-broker consolidation, performance tracking, and currency-aware reporting.

Take advantage of the Early Adopter Pricing

Choose Your Plan

Save two months with Annual Plans • No long-term commitments, cancel anytime.

Essential

Free

 

  • Investors : 1
  • Portfolios : 5
  • Investments : 20
  • Multi-currency
  • Bulk import
  • Consolidated reporting
  • Month, quarter, year history
  • Automated share values
  • Share access with others
  • Documents : 10 Mb
  • Third-party integrations
  • Property Valuations
  • Demo mode

Personal

AU$35 / month

$29` / mth, billed $350 annually

  • Investors : 2
  • Portfolios : 10
  • Investments : 50
  • Multi-currency
  • Bulk import
  • Consolidated reporting
  • Month, quarter, year history
  • Automated share values
  • Share access with others
  • Documents : 50 Mb
  • Third-party integrations
  • Property Valuations : add-on
  • Demo mode

Family

AU$50 / month

$42` / mth, billed $500 annually

  • Investors : 5
  • Portfolios : 25
  • Investments : 150
  • Multi-currency
  • Bulk import
  • Consolidated reporting
  • Month, quarter, year history
  • Automated share values
  • Share access with others
  • Documents : 200 Mb
  • Third-party integrations
  • Property Valuations : add-on
  • Demo mode

Investor

AU$75 / month

$63` / mth, billed $750 annually

  • Investors : 5
  • Portfolios : 40
  • Investments : 225
  • Multi-currency
  • Bulk import
  • Consolidated reporting
  • Month, quarter, year history
  • Automated share values
  • Share access with others
  • Documents : 500 Mb
  • Third-party integrations
  • Property Valuations : add-on
  • Demo mode

Entity

AU$124 / month

$103` / mth, billed $1240 annually

  • 1 Entity (Company/Trust/etc)
  • Portfolios : unlimited
  • Investments : unlimited
  • Multi-currency
  • Bulk import
  • Consolidated reporting
  • Month, quarter, year history
  • Automated share values
  • Share access with others
  • Documents : 500 Mb
  • Third-party integrations
  • Property Valuations : add-on
  • Demo mode
` = Displayed values are rounded

Investments held in a Company, Trust, SMSF, Foundation, etc. require the Entity plan. All other plans are for personal and family use.

Property Valuations

Valuations for Australia are sourced from a third party provider and a AU$20 fee applies per property valuation.
Contact us for valuations in other jurisdictions.

Legal Entities

Companies, trusts, SMSFs and other legal entities are subscribed individually at AU$95 / month per Entity, with unlimited portfolios and investments.
Add the Entity as an Investor in Settings, then subscribe it from the Subscription tab.

Commercial Use

Contact us for a quote.

Contact Us

Contact us on info@wv-app.com if you have any queries or require more information about WV-App.
Send us email us on support@wv-app.com if you need assistance to get started or have any suggestions and requests.
We look forward to connecting with you!