Question 1

Is WealthPlannr a financial advisor?

Accepted Answer

No. WealthPlannr is financial simulation software. We are not licensed under the Wft and do not provide financial advice. All calculations are based on 2026 fiscal parameters and should be verified with your belastingadviseur.

Question 2

How does the Box 3 Tegenbewijs work?

Accepted Answer

Under the Kerstarrest ruling (Hoge Raad, 24 December 2021), you can submit counter-evidence showing your actual returns were lower than the government's fictitious rate. WealthPlannr calculates this gap and generates the evidence bundle for the Opgaaf Werkelijk Rendement (OWR) route.

Question 3

Which brokers are supported?

Accepted Answer

We support CSV imports from DEGIRO, ABN AMRO, Interactive Brokers (IBKR), Meesman, Rabobank, and Saxo. You can also add assets manually.

Question 4

Is my financial data safe?

Accepted Answer

Your portfolio data stays in your browser (localStorage) and is never sent to our servers. AI analysis uses zero-retention API calls. We are DPA-secured and EU-hosted via Supabase.

Question 5

Can I use this as an expat?

Accepted Answer

Yes — WealthPlannr is built specifically for investors in the Netherlands, including expats. The 5-Country Tax Matrix lets you model relocation scenarios and calculate your Dutch exit tax break-even year.

Question 6

What does the AI Advisor do?

Accepted Answer

The AI Advisor reads your entire portfolio and generates personalised insights across four areas: portfolio analysis, Box 3 optimization, pension gap, and Monte Carlo projections.

Create your account