Issue No. 1 · Spring 2026 · Mastering Personal Finance

Master personal finance.
From day one.

WealthWise is the editorial-grade financial literacy platform: a curriculum, an AI advisor, a market simulator, and a weekly podcast that teaches the next generation how money actually works, from early on.

Virtual Portfolio · Demo

$12,841.50

+28.4%

NVDA

NVIDIA

+24.3%

AAPL

Apple

+8.1%

TSLA

Tesla

-3.2%
FinBot AI · Live

“NVDA is at 2.1× its 5-year P/E mean. Trim 25% above $920 - keep the position, lock the gain.”

Sources:FactSetSEC 10-K
Built on Anthropic ClaudeData via FactSet · Polygon · Alpha VantageCitations from SEC EDGAR · FRED · Morningstar
AAPL$189.84+1.14%·
MSFT$415.26+0.94%·
GOOGL$175.43-0.69%·
AMZN$198.12+2.34%·
NVDA$875.35+2.51%·
TSLA$245.67-3.24%·
META$527.34+1.52%·
BRK.B$378.45+0.33%·
JPM$215.78-0.21%·
JNJ$156.23+0.56%·
V$272.45+0.79%·
UNH$512.34-0.62%·
WMT$71.23+0.76%·
NFLX$698.45+1.80%·
AMD$178.92+2.62%·
DIS$112.34-1.08%·
PYPL$67.45+1.34%·
INTC$25.67-1.31%·
CRM$312.45+1.85%·
BABA$87.23+2.76%·
AAPL$189.84+1.14%·
MSFT$415.26+0.94%·
GOOGL$175.43-0.69%·
AMZN$198.12+2.34%·
NVDA$875.35+2.51%·
TSLA$245.67-3.24%·
META$527.34+1.52%·
BRK.B$378.45+0.33%·
JPM$215.78-0.21%·
JNJ$156.23+0.56%·
V$272.45+0.79%·
UNH$512.34-0.62%·
WMT$71.23+0.76%·
NFLX$698.45+1.80%·
AMD$178.92+2.62%·
DIS$112.34-1.08%·
PYPL$67.45+1.34%·
INTC$25.67-1.31%·
CRM$312.45+1.85%·
BABA$87.23+2.76%·

The Platform · Eight Core Features

A serious finance platform,
told for the way you actually read.

Most personal-finance apps treat you like an addict and try to gamify your savings. WealthWise treats you like an adult, gives you a research desk, and gets out of the way.

02 · Build

Portfolio Builder + Backtester

Pick assets, allocate weights, watch expected return / volatility / Sharpe update live. Then run a 20-year backtest against the 60/40 benchmark.

03 · Markets

Sector Heatmap

All 11 GICS sectors sized by S&P weight and shaded by performance. Toggle 1D / MTD / YTD. Top movers and breadth on the side.

04 · Macro

Macro Dashboard

Fed funds, 10Y, the yield curve, CPI, PCE, unemployment, VIX, DXY - thirteen series from FRED with sparklines and a recession-probability gauge.

05 · Research

Research Desk

Analyst-grade deep dives on 13 mega-caps - bull case, bear case, key metrics, peer comparison. Every claim sourced to SEC EDGAR or FactSet.

06 · Visual

Concepts, visualised

Compound interest, DCA, the efficient frontier - seven interactive visualisations you can scrub.

07 · Listen

The Podcast

Short, weekly episodes on personal finance. Available on Spotify with full editorial transcripts and chapter timelines.

08 · Practice

Market Simulator

$10,000 of virtual capital. Real intraday prices, multiple order types, full P&L attribution. Practice the discipline before risking real money.

09 · News

News, summarised

Bloomberg, WSJ, Reuters, FT, CNBC - pulled together, summarised in three lines by Claude, filtered by your watchlist tickers.

10 · Tools

Personal Finance Toolkit

Compound calculator, retirement planner, debt payoff snowball, mortgage amortisation - all with beautiful chart outputs you can screenshot.

11 · Learn

Learn from the canon

Bogle, Buffett, Graham, Lynch, Kahneman, Housel. Structured courses + book summaries + quizzes. Take it to your first finance interview.

The Data

The financial literacy gap is bigger than people think.

Every figure below is sourced. WealthWise is built to close this gap, episode by episode.

10.3%
S&P 500 annualised
1926 – 2024, total return (Morningstar Ibbotson)
37%
Adults can’t cover $400
Federal Reserve SHED survey, 2024
16 / 50
States teaching finance
Required HS personal-finance class (NEFE, 2024)
$108K
Mortgage interest saved
FICO 620 → 760 on a 30-yr $400K loan (myFICO)

On Air · Live on Spotify

The WealthWise Podcast.

Short, weekly episodes on personal finance - credit, compounding, emergency funds, index investing. Hosted by George Zhang. New episodes every Friday.

All episodes

I built WealthWise because no one in my high school taught us what an emergency fund was, what a Roth IRA does, or why my parents bought index funds instead of picking stocks. By the time I figured it out, I figured everyone else my age deserved the same head start.

GZ

George Zhang

Founder · Host · High-school senior

The Method · Four Lanes

Read. Listen. Practice. Ask.

01lane

Read

Concept pages with visualisations. Eight-minute reads, not eight-hour courses.

02lane

Listen

The WealthWise podcast - short, weekly, sourced. Available everywhere.

03lane

Practice

$10,000 of paper money. Real prices. Track your decisions for a year.

04lane

Ask

FinBot. Anthropic Claude on the backend, SEC filings on the front.

End of issue · Start of compounding
2026 · WealthWise

Imagine what you could
build in ten years.

$200 a month, invested in a total-market index fund at 8% for ten years, is $36,589. Twenty years is $117,800. Thirty years is $293,500. The first decision is signing up.

Educational platform · Not investment advice · Past performance is not a guarantee of future results