? WealthFam Features

A comprehensive overview of what you can achieve with WealthFam.

?? Holistic Dashboard

• Real-time Balance Sheet: Instantly view Net Worth, Liquidity, and Debt.
• Spending Velocity: Sparklines and category breakdowns.

?? Mutual Funds Tracking

• XIRR & Performance: Automated tracking.
• Unified Portfolio: Manage multiple folios.

?? AI Intelligence

• Smart Categorization: Automated classification.
• Deep Insights: Gemini-powered analytics.

??? Subscription Management

• Recurring Transactions: Factor billing into liquidity.