1
Overview
OverviewEUR 420k total
Equities52%
Real estate22%
Bonds16%
Drift appears only where attention is needed.
The calm way to build your wealth.
Invest on your own terms, keep every account diversified, and let steady contributions compound.
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.
New to the whole idea? Read our short orientation on what passive investing rewards and where to read next.
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.
2
Holdings
Holdings12 assets · EUR 420k
AssetTargetActual
Vanguard FTSE All-World
VWCE
Apartment, Berlin
Property
iShares Core Global Aggregate
AGGH
iShares Core MSCI World
IWDA
Targets and actuals reconcile across every household account.
3
Tasks
Tasks3 active · EUR 25,200
StatusAssetCash
PendingEUR 19,600
Vanguard FTSE All-World
VWCE · Rebalance
PendingEUR 3,600
iShares Core MSCI World
IWDA · Rebalance
DoneEUR 2,000
Cash transfer to ISA
Manual · Manual
Rebalance recommendations become executable tasks.
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
Equities46% under 52%
Real estate22% on target
Bonds16% on target
Cash16% over 10%
Every holding, in one view.
Maintain every position directly, whether synced automatically from connected brokerage accounts or tracked manually. Real estate, public equities, private assets, and cash weights sit side by side with their targets, keeping the full household record accurate before any rebalance begins.
Holdings12 assets · EUR 420k
AssetTargetActual
Vanguard FTSE All-World
VWCE
Apartment, Berlin
Property
iShares Core Global Aggregate
AGGH
iShares Core MSCI World
IWDA
Cash reserve
EUR · idle
Targets and actuals reconcile across every household account.
Convert excess cash to tasks.
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 · EUR 25,200
StatusAssetCash
PendingEUR 19,600
Vanguard FTSE All-World
VWCE · Rebalance
PendingEUR 3,600
iShares Core MSCI World
IWDA · Rebalance
DoneEUR 2,000
Cash transfer to ISA
Manual · Manual
Rebalance recommendations become executable tasks.
Template portfolios.
Just getting started with passive investing? Wabi offers a set of template portfolios, from the simplest global mixes to more advanced structures, each based on well-known published approaches.
01
Complexity
Global 80/20
World bond / stock portfolio
- Global Equities80%
- Global Bonds20%
2 holdingsView details
02
Complexity
Boglehead Core
The classic indexed core.
- US Equities35%
- European Equities20%
- Emerging Markets15%
- 1 more
4 holdingsView details
03
Complexity
Merriman-Inspired Grid
Region and size, sleeve by sleeve.
- US Large Cap45%
- US Mid Cap12%
- US Small Cap10%
- 3 more
6 holdingsView details
04
Complexity
Value Tilt
Broad core with a measured value sleeve.
- U.S. Core35%
- U.S. Value18%
- U.S. Small Value2%
- 4 more
7 holdingsView details
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.
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