Wealth Planner
Plan your wealth — real estate, stocks and goals at a glance.
Understand and plan your wealth: Wealth Planner shows the cash flow of your properties month by month, projects your stocks and funds and works out how much you need to save for your goals.
Real estate
Add the properties you own. Wealth Planner calculates the cash flow for every month, taking interest and depreciation into account, so you see what your property will earn in the future. Taxes follow the country you choose — currently Germany, Austria and Switzerland for rental income and capital gains.
Loan
See how your financing changes over time and how it affects your cash flow.
Depreciation
Find out how much you can depreciate each year.
Taxes
Work out the tax on your rental income and on a sale.
Cash flow
Get insights into the cash flow of your properties.
Stocks & funds
Set up a virtual portfolio: add your stocks or funds and enter the return you expect, based on past data or your own view — for an ETF on the MSCI World, for example, 8 % a year. With compound interest Wealth Planner projects their future value, and you can add real data points to compare the projection with reality.
Goals
How much will you need in the future? From your current needs and the inflation you expect, the goal calculator works out how much you have to save or invest to get there.
Features
- Monthly cash flow of your properties with interest, repayment and depreciation
- Rental income and capital gains tax for Germany, Austria and Switzerland
- Virtual portfolio for stocks, funds and ETFs with expected return and compound interest
- Compare the projection with real values you enter
- Savings goal calculator with inflation
- Free, no ads, no account — your data stays on your iPhone
Free
Wealth Planner is free — no ads, no subscription and no account.
Help & FAQ
Where is my data stored?
Only on your iPhone. Wealth Planner has no account and no server; Solev never sees your properties or portfolio.
Which countries are supported for taxes?
Rental income and capital gains are calculated for Germany, Austria and Switzerland. You can still use the app elsewhere — the cash flow, loan and depreciation work for any property.
Is the result tax advice?
No. Wealth Planner gives you estimates for planning; for your tax return or an investment decision, please ask a tax advisor or financial advisor.
Which return should I enter for a stock or fund?
Whatever you expect over the long run, e.g. the average of past years. You can change it at any time and add real values to compare.
How do I move my data to a new iPhone?
Your data is part of your iPhone backup: restore the new iPhone from an iCloud or computer backup of the old one and Wealth Planner keeps your entries.
Contact
Didn’t find an answer? Write to us — we usually reply within two working days.