Documentation
How Walletguide works, and how to build on it.
Walletguide tracks what you own and what moves through it: bank and brokerage accounts, property, crypto, and the transactions behind them, turned into a net worth you can actually explain. These pages cover how the product models your money, how each report is calculated, which connections bring data in, and how to reach all of it from the REST API, the CLI, and the MCP server.
Get started
Create a wallet, add your first assets, and see where you stand.
Concepts
Wallets, assets, transactions, and the objects every report is built on.
Reports
Net worth, income and expenses, recurring spend, planning and scenarios.
Integrations
Bank connections, securities, crypto, and importing your own files.
Developers
The REST API, the CLI, the MCP server, and an endpoint reference you can run.