WiseVita
DashboardSnapshotInvestmentsBudgetDebtRetirementGrade
Portfolio Tools
RebalancingDividend CalendarOverlap Analysis
Advanced Planning
SS OptimizerRMD CalculatorMonte CarloRoth Conversion Planner
ScenariosCalculatorHYSA CompareReports
Directions

Settings

Manage your account, preferences, and integrations

Profile Information

To change your email, sign in with the new email address and your data will carry over.

Import Financial Data

Bulk import investments, transactions, and debts from CSV

Stock Price Auto-Updates

Keep your portfolio current with real-time data

Automatic updates

Prices only refresh when you press Update Prices.

Prices also refresh once every time the Investments page opens.

Internet connection required for automatic updates

Notifications

Email Reports

Receive weekly financial summaries

Milestone Alerts

Get notified when you hit savings goals

Monthly Summary

Monthly spending and savings overview

Danger Zone

Once you delete your account, there is no going back. All your data will be permanently deleted.

DashboardInvestBudgetRetire
WiseVita • Ignite your financial future
AboutPrivacyTermsHelpContactPricing

For educational purposes only. Consult a financial advisor for personalized advice.

We value your privacy

We use cookies to enhance your browsing experience and analyze site traffic. By clicking "Accept", you consent to our use of cookies. Learn more in our Privacy Policy.

Getting Started

Step 1 of 520%

Welcome to WiseVita! 🔥

Stop guessing about retirement. Get a personalized roadmap that shows exactly when you can retire and how much you'll need.

✓ Automatic retirement readiness calculation

✓ Real-time net worth tracking

✓ Unlimited what-if scenarios