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WealthTrunk Pro

What Pro adds

  • Unlimited accounts, with no upgrade banners
  • Holdings with live prices
  • Goals, Monthly Net Worth, Portfolio Allocation, and FIRE Dashboard cards
  • Restore From Backup
  • Custom PDF statements: choose the content, formatting, and footer text

Family Sharing

Pro is shared with up to 5 family members through Apple Family Sharing. Data isn’t shared.

Restore purchases

Settings → Restore Purchases.

Cancel

iPhone Settings → your name → Subscriptions → WealthTrunk. Pro lasts until the billing period ends. Billing questions go to Apple.

After canceling

Nothing is deleted. Pro features turn off, and with more than 10 accounts you can’t add accounts or record balances until you’re under the limit.