Guides and answers for Vestora, WealQuest and the free tools — plus the questions that apply to all of them.
Vestora brings your investments, expenses, income, subscriptions, insurance and tax into one place, and shows its working for every number. Here is what it does — and what it can and can't see.
Consolidated statements arrive as locked PDFs. Here is what the password usually is, and what Vestora does with it once you type it.
The supported list lives in the app and is generated from the code, so it is always current. Here is how to read it, and why we would rather tell you what is missing.
Every figure in Vestora traces back to the statement line it came from, so a wrong number is something you can follow rather than argue with.
Not today. There is no live link to any account you hold — you supply statements, and Vestora reads them. A consent-based option is intended for the future, and it would be opt-in per account.
You can take everything with you, and you can have it deleted. Neither is buried, and neither costs anything.
Both compute the same numbers from the same statements. What differs is where your financial data sits and how statements get in.
No. Your statements are read by ordinary deterministic code, not by a model, on either version.
On the computer version, yes — there is no sign-in at all. On the cloud version an account is required.
One document covers every mutual fund you hold, from both registrars. It takes about two minutes, needs no login, and arrives by email.
Your shares and bonds sit with one of two depositories, and each issues its own statement. Here is how to tell which one is yours, and what Vestora can read.
WealQuest is the learning half of Wealducate — bite-sized, gamified quizzes on personal finance, in English and Hindi. It is free.
Yes to both. WealQuest installs to a phone home screen, the questions load without a connection, and progress syncs when you are back online.
Educational information only — not financial advice. See our full disclaimer.