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Wealth, in one place

Your entire wealth. One clear picture.

See investments, cash, savings, crypto and property together in one consolidated view of your wealth.

Start for freeSee how it works
Free plan availableNo bank connection required
app.veldran.com
Veldran dashboard showing net worth, accounts, assets and performance
Multi-assetStocks · ETFs · Crypto · Cash · Property
Multi-currencyEUR · USD · GBP · CHF and more
Market pricesSupported prices refreshed daily
Accounts & workspacesOrganize wealth across financial accounts
Connect · Stay updated · Understand

Your portfolio, kept useful automatically.

Bring supported accounts together, keep market valuations current and turn the complete picture into clear insights.

01

Connect your investments

Connect supported brokerage accounts and automatically bring your holdings into Veldran.

Interactive BrokersDEGIROTrading 212eToroCoinbaseKraken+ more
Brokerage connectivity powered by SnapTrade.
02

Stay up to date

Supported market prices are refreshed daily, keeping your portfolio valuation and wealth metrics current.

Daily supported market-price refresh
Market-price updates are separate from brokerage position synchronization.
03

Understand your wealth with AI

Get a concise AI-powered analysis of your portfolio, highlighting allocation, concentration, passive income, goals and notable changes.

Analysis only · Not financial advice
AI Wealth Analysis product screenshot
One financial picture

Your wealth shouldn't live in eight different places.

Brokers, banks, savings, crypto and retirement accounts each tell only part of the story.

Everything you own, finally in one place.

Bring it together
YOUR WEALTHVELDRANOne clear picture
InvestmentsStocks, ETFs, bonds & funds
Cash & savingsBank accounts, Livret A, LDDS
CryptoBTC, ETH & more
RetirementPEE, PER, 401(k)…
Real estateProperty & other assets
And moreCustom assets
Smart import

From screenshot to portfolio in seconds.

Upload portfolio screenshots, review the positions Veldran detects, then choose what to import.

Import your portfolioOr add assets manually.
01Drop a screenshot
02Detect positions
MMicrosoft
MMSCI World ETF
BBitcoin
03Review & import
Ready to import
Clarity at every level

More than a portfolio tracker.

Turn a scattered set of holdings into a useful view of allocation, performance and total wealth.

Veldran portfolio allocation analysis screen

Understand your allocation

See how wealth is distributed across asset classes.

Veldran dashboard showing net worth, accounts, assets and performance

Know what's performing

Follow values and performance from one clear overview.

Veldran real estate portfolio tracking screen

Track more than investments

Include cash, savings and property alongside market assets.

Wealth projection

Don't just track your wealth. See where it's going.

Model compound growth with your current wealth, planned monthly investing and an assumed annual return. Projection is available on Gold.

See your future wealth
Veldran wealth projection showing compound growth over time
Portfolio incomeAnnual estimate
Estimate only — not received cash
Passive income

See the income your wealth is building.

Estimate recurring annual income across supported dividends, distributions and other configured income sources.

Track passive income
Progress

Wealth is a journey. Make progress visible.

Veldran marks completed, current and upcoming milestones without losing sight of the long-term goal.

FoundationAchieved
2Current progressIn progress
3Next milestoneAhead
Trust & data

Your financial picture belongs to you.

Secure sign-in

Email/password or Google authentication protects access to your account.

Workspace boundaries

Portfolio data is scoped to the workspace you belong to.

No bank credentials

Manual and screenshot import do not require your bank or broker login.

Plans

Start free. Upgrade when you need more.

Real plan prices and limits, with a seven-day trial for eligible new Silver and Gold subscribers.

Free

$0

Track your wealth essentials.

  • Up to 3 accounts
  • Up to 3 accounts and 25 positions
Get started
Preferred

Silver

$5.99/ month

Analyze your wealth with advanced insights.

  • Advanced analytics and income tracking
  • 1 brokerage connection with automatic sync
  • Up to 10 accounts and 50 positions
Start 7-day trialPayment method required. Cancel anytime.

Gold

$10.49/ month

Plan and manage your complete financial life.

  • Wealth projection and budgeting
  • Unlimited brokerage connections
  • Unlimited accounts and positions
Start 7-day trialPayment method required. Cancel anytime.
FAQ

Questions, answered.

Is Veldran free?

Yes. The Free plan supports up to three accounts and 25 positions. Paid plans add higher limits and advanced tools.

Which assets can I track?

Veldran supports investments, funds, crypto, cash, savings, property and other manually entered assets.

Can I import an existing portfolio?

Yes. Import a CSV or upload PNG, JPEG or WebP portfolio screenshots, review detected positions, and choose the destination account.

Does Veldran connect to my bank or broker?

You can connect supported brokerage accounts to synchronize holdings automatically. Manual entry, screenshot import and CSV import remain available.

How are market prices updated?

Supported market prices are refreshed daily on eligible plans. This keeps valuations current without implying real-time quotes or a daily brokerage-position sync.

Can I cancel my trial?

Eligible new Silver and Gold subscriptions include seven free days, then billing begins at the selected price. A payment method is required and you can cancel anytime.

The whole picture

Your wealth is already growing. Start seeing the whole picture.

Create your first portfolio and bring your financial picture together.

Start for freeSign in
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