Wealth that grows quietly, and stays in balance.

The calm way to build your family's wealth. Invest on your own terms, keep every account diversified, and let steady contributions compound, like a tree that grows a little each year.

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Wealth, without the trading floor.

Most apps sell investing as a sport: trade today, watch the ticker every hour, beat the market by Friday. Wabi is built for the opposite temperament. You set a plan, add what you can, and let a calm mind and a few patient years do the compounding. No alerts, no daily decisions, no adrenaline.

Three views, one quiet operating system for family wealth.

Wabi is organized around the screens you actually return to: understand the whole portfolio in Overview, maintain the details in Holdings, and act only when needed in Tasks.

1

Overview

Overview€420k total
Equities52%
Real estate22%
Bonds16%
Drift appears only where attention is needed.

See the household allocation in one place. The overview shows total value, target mix, and where drift has appeared without pulling you into day-to-day noise.

2

Holdings

Holdings12 assets · €420k
AssetTargetActual

Vanguard FTSE All-World

VWCE

40%37.4%

Apartment, Berlin

Property

25%26.1%

iShares Core Global Aggregate

AGGH

15%16.0%

iShares Core MSCI World

IWDA

12%11.2%
Targets and actuals reconcile across every household account.

Keep the underlying positions clean. Holdings tracks every fund, property, bond, and cash line with target and actual weights across the full household.

3

Tasks

Tasks3 active · €25,200
StatusAssetCash
Pending

Vanguard FTSE All-World

VWCE · Rebalance

€19,600
Pending

iShares Core MSCI World

IWDA · Rebalance

€3,600
Done

Cash transfer to ISA

Manual · Manual

€2,000
Rebalance recommendations become executable tasks.

Turn decisions into execution. Rebalance recommendations and manual follow-ups land in Tasks as a concrete list of buys to complete with your broker.

Overview keeps the whole household legible.

Track total value, asset mix, and drift across pensions, joint accounts, and children's savings in one architectural view. You can tell what is balanced, what is drifting, and what can stay untouched.

Household overview€420,000
€420kTotal
Equities46% under 52%
Real estate22% on target
Bonds16% on target
Cash16% over 10%

Holdings is where the portfolio stays truthful.

Maintain every position directly: the real estate line, the bond ETF, the idle cash bucket, the global equity core. Targets and actual weights sit side by side so the portfolio record stays accurate before any rebalance begins.

Holdings12 assets · €420k
AssetTargetActual

Vanguard FTSE All-World

VWCE

40%37.4%

Apartment, Berlin

Property

25%26.1%

iShares Core Global Aggregate

AGGH

15%16.0%

iShares Core MSCI World

IWDA

12%11.2%

Cash reserve

EUR · idle

8%9.3%
Targets and actuals reconcile across every household account.

Tasks turns drift into a short, executable list.

When new cash arrives or a rebalance is confirmed, Wabi writes the next actions for you. Each task names the asset, the cash amount, and whether it came from a rebalance or a manual decision.

Tasks3 active · €25,200
StatusAssetCash
Pending

Vanguard FTSE All-World

VWCE · Rebalance

€19,600
Pending

iShares Core MSCI World

IWDA · Rebalance

€3,600
Done

Cash transfer to ISA

Manual · Manual

€2,000
Rebalance recommendations become executable tasks.

Start building balance, quietly.

Set your targets once and let your wealth grow on a steady, diversified footing. Wabi stays out of the way until the moment you need it.