Fundlog: Investment Tracker

Every account. One chart. Fundlog is a manual tracker for your investments and net worth. Type in each account's balance (brokerage, IRA or 401(k), crypto, savings) and see your whole portfolio over time in a single chart. No bank linking. No sign-up. No ads. Your balances stay on your iPhone. SEE THE WHOLE PICTURE • A stacked chart, color-coded by account, shows your total and what it is made of. • Step lines hold each balance until your next entry. Straight lines and a log scale are one tap away. • View 1M, 3M, 6M, 1Y, YTD, or a custom range, with a line for the money you put in. • Allocation by category or account, a monthly-return heatmap, month-to-date and year-to-date returns, and progress toward a goal. • Share your chart as an image, with or without the amounts. JUST TYPE YOUR BALANCES • Update every account on one screen. Your last balance is already filled in, so you only type what changed. • A custom keypad with "00" and "Next account" keys keeps entry quick. • Backdate or correct an entry at any time. • Set a daily reminder if you want one. The notification never shows amounts. DEPOSITS NEVER INFLATE YOUR RETURNS Did your balance go up because you added money, or because your investments gained? Fundlog keeps the two apart. • Record a deposit or withdrawal and the change is split for you: "Deposit +$400.00 · gain/loss +$366.15". • Your return is time-weighted (TWR): performance with deposits and withdrawals stripped out. Adding money does not raise it. Taking money out does not lower it. • Review and correct anything later in each account's ledger. YOUR DATA STAYS ON YOUR DEVICE • No account linking, so you never hand over a bank or brokerage password. • No sign-up, no login, and no server holding your financial data. • No ads and no usage analytics. • Fundlog goes online only to send crash reports and to process purchases. Amounts and account names are never sent. • Works offline. • Hide amounts with one tap, lock the app with Face ID or Touch ID, and blur it in the app switcher. BACKUPS YOU CONTROL • A backup is a single file. Keep it in iCloud Drive or anywhere you like. • New iPhone? Export a backup, then restore it on the new device. • Export a CSV to analyze your records in a spreadsheet. Note: Fundlog's data is excluded from iCloud backup. Before you switch iPhones, export a backup from "Backup and restore" in Fundlog's settings. FUNDLOG PRO (PAID) The free plan covers up to 5 accounts, charts and analysis for the last year, and backup and restore. Pro adds: • Unlimited accounts • Index chart: your whole portfolio as a fund-style index that starts at 10,000 and ignores cash flows • All-time charts and analysis, and returns for each account • Risk metrics: max drawdown, current drawdown, volatility, and Sharpe ratio • Home Screen widgets: total assets, return, and a record grid Choose a monthly, annual, or lifetime plan. The annual plan includes a 7-day free trial for first-time subscribers. If you leave Pro, your records stay with you. Monthly and annual plans renew automatically unless auto-renew is turned off at least 24 hours before the current period ends. Payment is charged to your Apple Account when you confirm the purchase. To review or cancel, go to Settings > [your name] > Subscriptions. The lifetime plan is a one-time payment and does not renew. WHAT FUNDLOG DOES NOT DO • Connect to banks or brokers, or fetch prices and exchange rates • Track individual holdings (it records each account's balance) • Convert currencies (all accounts share one base currency: USD, CAD, AUD, NZD, SGD, or JPY) • Handle budgeting or expense tracking Fundlog does not provide investment advice. Terms of Use: https://kiyac.app/CDuQ9aiO7hXjlfNS2lVW/5UZfR5YE68nCXHXFR2UG Privacy Policy: https://kiyac.app/pCIw81wpvi6cwqUEBZKE/4tfMox5GOiLHBTwau8Z8