Frequently asked questions

Wealora is a personal portfolio manager that brings your cash, gold & silver, stocks, mutual funds, crypto, real estate and loans into one dashboard — so instead of checking six different apps, you see your real, current net worth in one place.

No. Registration only needs an email address, which is verified with a one-time code. Every new account automatically starts on a 15-day Plus trial — no payment details are ever requested to begin.

You can add cash accounts, gold/silver purchases, real estate, loans and goals by hand in a couple of clicks each. For stocks and mutual funds, you can either enter holdings manually or import a broker statement file directly — Wealora reads it and fills the holdings in for you.

Wealora accepts common broker holdings statement formats (CSV/XLS/XLSX). If your broker's file doesn't import cleanly, you can always add holdings manually instead — let us know and we'll look at adding support for it.

You choose a base currency when you sign up (all your totals convert into this). Plus accounts can additionally hold individual accounts in other currencies, converted automatically using current exchange rates.

Yes. Every connection to Wealora is secured, your password is protected so strongly that even we can't see it, and your data is stored privately where only you can access it. See our full Privacy Policy.

No. Wealora doesn't sell, rent, or use your financial data for advertising, and doesn't share it with third parties except the minimum needed to run the service itself (like our payment or email providers) — detailed in our Privacy Policy.

Files you upload — like a gold purchase bill or a support ticket attachment — are stored privately and only ever reachable through your own account. They're cleaned up automatically once they're no longer needed (for example, when the related item is deleted), so we don't keep more than your account actually uses.

Yes — Plus accounts can generate a full PDF net worth report on demand, either to download or emailed straight to you.

Yes, any time, directly from Settings — no need to email anyone. Deletion is scheduled with a short grace period so an accidental click doesn't cost you your data; once that window passes, everything is permanently removed.

Free covers one account per category with generous entry limits and manual price updates. Plus removes every limit and adds live price sync, multi-currency accounts, PDF reports and family linking. See the full comparison.

No — Plus is billed once for whichever period you choose and does not auto-charge again. You'll be reminded before it ends so you can renew manually if you want to keep Plus features.

Payments are handled securely through our payment partner — UPI, cards, netbanking and wallets for INR, and international cards for USD. Wealora never sees or stores your card details.

Nothing is deleted. Your account simply moves to the Free plan, and Free plan limits apply going forward — anything you added beyond those limits stays visible but locked until you either free up space or upgrade again.

Every piece is tracked through its whole life — the purchase (weight, purity, rate, making & wastage charges, the bill), its live value, and everything after: exchanging old jewellery for new, a loan taken against it, gifts given or received, and the eventual sale. Each item gets a permanent ID that ties the story together. See the full breakdown →

Plus accounts get live price sync for gold, stocks and crypto, refreshed automatically throughout the trading day. Free plan accounts can enter and update prices manually.

Yes — Wealora supports gold loans secured against your holdings, and exchange transactions where old items are melted into a new purchase, recording the grams used from each old piece and the jeweller's valuation so your purchase history and total grams stay accurate throughout. More on gold tracking →

Plus accounts can link family members' accounts together and switch between them from one login — useful for households tracking wealth together while keeping each person's data in their own account.

Every account gets a unique Wealora ID. Plus accounts can search for another member by their Wealora ID to find and invite the right person for family linking, without needing to share an email address.

No. Wealora is a tracking and organization tool for assets you already own — it never recommends trades, funds or financial decisions, and Wealora is not a registered investment advisor. See our Terms.

Wealora is a responsive web app that works fully on both desktop and mobile browsers — no separate app to install. Just open app.wealora.in on your phone.