Question 1

What is investment tracking and how does it work?

Accepted Answer

Investment tracking is a portfolio management tool that allows you to manage stocks, cryptocurrencies, gold, forex, and other investment instruments on a single platform. With Walletlify, you can categorize investments, track cost and current value, and view profit/loss analysis.

Question 2

Is Walletlify investment tracking free?

Accepted Answer

Yes, Walletlify investment tracking is completely free. All features including unlimited investment records, multiple asset types, profit/loss analysis, investment goals, and trend reports are offered free of charge. No credit card required and no hidden fees.

Question 3

What types of investments can I track?

Accepted Answer

With Walletlify you can track Stocks, Cryptocurrencies (BTC, ETH, etc.), Gold (grams), Forex (USD, EUR, GBP), Funds, Real Estate, Bonds, Commodities, and Other categories. Each category uses specific unit formats (grams, lots, units, BTC, etc.).

Question 4

How is profit/loss calculated?

Accepted Answer

When adding an investment, you enter unit price and quantity, and the system automatically calculates the cost. When you update the current unit price, the system calculates the difference between cost and current value, showing your profit or loss (both nominal and percentage).

Question 5

How do I set an investment goal?

Accepted Answer

From the Goals tab, click 'Add Goal' to create a new investment goal. Enter information like goal name, category, target amount, and target date. Link your investments to the goal to track progress and see your completion percentage.

Question 6

How do I record recurring investments?

Accepted Answer

When adding a new investment, enable the 'Recurring Investment' option. Then set the repetition period (weekly, monthly, yearly) and interval. For example, for regular gold purchases, select 'Monthly' and enter the start date. The system automatically creates your investment record each month.

Question 7

How do I view portfolio analysis?

Accepted Answer

On the Investments page, click the 'Analytics' tab to view detailed portfolio analysis. You can see total cost, current value, profit/loss, performance trend charts, category distribution, and your best/worst performing investments.

Question 8

Is my data secure?

Accepted Answer

Yes, Walletlify uses the highest security standards. All your data is protected with 256-bit SSL encryption. GDPR-compliant infrastructure is used. Your data is not shared with third parties and is only accessible to you.

Your investments. Full visibility.

Investment Tracking

Your portfolio
under full control.

Portfolio Tracking

Profit/Loss Analysis

Investment Goals

Trend Analysis

Multiple Asset Types

Recurring Investment

Investment tracking has never been this easy.

Take control of your investments.

What you're wondering.