Wealthica vs SideDrawer

Track all your investments with Wealthica Every day, Wealthica connects to your financial institutions and stores all of your transactions and investments history. This allows you to see all your investments and banking transactions in one place and get an unbiased view of your wealth. Wealthica supports over 20,000 financial institutions, including banks, investments and crypto. -- NET WORTH TRACKING -- Track your entire net worth: stocks and shares, bonds and funds, real estate, cars, private investments, crypto or any other asset. Know how much you and your family are worth. Create groups for family members, businesses or family trusts to track your net worth across multiple entities. -- UPDATED DAILY -- No need to enter your data manually. Simply : 1- Sign up 2- Connect your investment accounts. 3- Review your automatically synchronized data daily. -- TRANSACTIONS -- All your transactions from all your bank and investment accounts in a single list. Get daily or weekly email alerts for new transactions and cash drag. -- HOLDINGS -- View all your investment holdings in a single list. Categorize and review the daily performance of your holdings. Use the holdings view to review your asset allocation or plan to rebalance your portfolio. -- COMPATIBLE WITH WEALTHICA WEB -- The Wealthica on-the-go mobile app is a great complement to our web app. Log in with the same credentials you use to connect to our mobile app. Explore the Power Ups section to discover new reports and advanced features. Share your data with trusted family members, advisors, or other financial professionals. Export your data to Google Sheets or Excel and instantly automate your financial spreadsheet from the web. You can track your monthly income and spendings, categorize these spendings and income transactions, control your budget and set goals for each category. Know how you spend your money to more effectively control your personal finance and plan for regular savings or debt repayments. -- SUPPORTED FINANCIAL INSTITUTIONS -- Wealthica automatically syncs your holdings and transactions from a growing list of over 20,000 financial institutions. Your institution isn’t supported? Contact us! INCLUDING THE FOLLOWING: E*trade from Morgan Stanley, Robinhood, Interactive Brokers, Bank of America, Citibank, Wells Fargo, TD Bank, Bank of America, Merill, Morgan Stanley, Marcus by Goldman Sachs, Goldman Sachs, JP Morgan Chase, Fidelity, eToro, Vanguard, Wise, Chime, SoFi, Betterment, NorthOne, PayPal, M1 Finance, Axos Bank, Edward Jones, Binance US, Coinbase, Kraken, Bitstamp, Gemini, Crypto.com, Metamask -- PRIVATE AND SECURE -- Your privacy and security is our top priority. Thousands of users trust Wealthica to track over $49 billion in assets. We use the latest technology and have strict processes in place to protect your financial information. Wealthica only reads and saves your financial data to create a visual dashboard of your entire financial life. We will never sell, publish or share your contact information or any identifiable personal information to any third parties. Terms of Service: https://wealthica.com/terms/

Stay Organized for Life! Welcome to SideDrawer. The Life Planning & Organization Platform; designed for you, simple and user-friendly like no other. SideDrawer helps you keep all of your family’s important documents and information at your fingertips, including your financial assets, your passports, and even your phone bills. Most people use several digital storage programs, leaving their stuff fragmented all over the web. You probably don’t know where all your stuff is. What was supposed to be “organized” is actually a mess! SideDrawer helps you keep all your important things in one virtual drawer. You can access them anytime, anywhere and from any device. 90% of individuals said their families and trusted advisors didn’t know where all their important documents were stored. In fact, many couldn’t remember themselves! SideDrawer lets you invite your family members, trusted advisors and other people in your life to view or help you manage your important documents and information. SideDrawer offers you the flexibility to keep as much or as little information, depending on what you're comfortable with. Your organization, our guidance SideDrawer is designed with pre-determined categories to simplify the organization of your life’s important documents. We make it easy for you to enter as much or as little data as you want; whether is basic text, upload documents or snap a photo using your smartphone. Camera-based document and data capture Use your smartphone’s camera to snap photos of an insurance policy, tax return, student loan or a property. You can add as much or as little detail as you want, as long as you are happy with it! Download the iOS App, there is a SideDrawer for everyone. No matter your life stage, SideDrawer will accompany you throughout your life making sure that the organization of your personal records (what you call stuff) is well taken care of. Data privacy and security is built-in from the ground. Security is our number one priority; with global standards in mind and permission settings managed by you; you can rest assured that everything in your SideDrawer is protected!