Wealth Journal crest

Wealth Journal

Capital · Clarity · Legacy

Back to the estate

Membership

Priced like a private club, not a subscription.

An annual membership opens every room of the estate — with a 7-day trial first and no advertising, ever.

Most chosen

Premium

The full estate, kept properly.

$49 / year

  • Unlimited stock portfolios
  • Unlimited crypto portfolios
  • Wealth & investment calendar
  • Dividend forecasting
  • Net worth analytics
  • Wealth reports (PDF)
  • Goal tracking
  • Estate planning
  • AI wealth insights
  • Exclusive abundance content
  • Cloud backup & sync
Start 7-day trial

Elite

Counsel worthy of a family office.

$199 / year

  • Everything in Premium
  • AI portfolio reviews
  • Advanced analytics dashboards
  • Family wealth accounts
  • Legacy planning vault
  • Exclusive old-money themed reports
  • Priority support
Start 7-day trial

Dynasty

Multi-household stewardship, quietly handled.

$399 / year

  • Everything in Elite
  • Multi-household accounts
  • Concierge quarterly review
  • Private onboarding of your estate
  • Named support line
Start 7-day trial

Compared in full

FeaturePremiumEliteDynasty
Wealth journal & budget ledger
Wealth calendar
Daily abundance quote
Unlimited stock & crypto portfolios
Dividend forecasting
Net worth analytics
Wealth reports (PDF)
Goal tracking
Estate planning
AI wealth insights
Cloud backup & sync
AI portfolio reviews
Advanced analytics dashboards
Family wealth accounts
Legacy planning vault
Priority support
Concierge quarterly review
Portfolio holdingsUnlimitedUnlimitedUnlimited

Questions of etiquette

How does the 7-day trial work?

Start a 7-day Premium trial from your plan page. Every Premium room unlocks immediately, and nothing is charged until the trial ends.

What happens to my data if I let a membership lapse?

Everything you have written remains yours and readable. Limits apply only to adding new holdings and to the members-only rooms.

Are there advertisements?

Never. Wealth Journal is funded by membership alone, so your ledger is read by no one but you.

Is billing monthly?

No — membership is annual, priced for people who think in years rather than weeks.