Wealthica vs Retirement Analyst

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/

Welcome to Retirement Analyst, the app that lets you chart your future with a few quick taps! Retirement Analyst performs sophisticated financial projections without your personal data ever leaving your device. Analyst shows at a glance how your investments accumulate over time at a given rate of return, and how long they will last into your retirement at a given rate of inflation. It's easy to use, but includes a number of powerful features to handle a variety of investing scenarios (certain features require a Plus upgrade in-app purchase). Designed for Canadian taxpayers (although useful for anyone), Retirement Analyst allows you to see in an instant the outcome of your investing strategies over time. Even more, it can help you pick a strategy that will optimize the likelihood of meeting your retirement goals. Try various scenarios on its dual charts, or even link the charts to change investment amounts mid-life. Whether you decide to retire early or work into your seventies, Retirement Analyst uses Revenue Canada's published figures to include CPP/QPP, OAS and GIS for most Canadians (other users should set those amounts to zero or manually enter their country's equivalent values). It has extensive built-in help pages and optional pop-up info boxes to walk you through your first time using the app. Once you've entered a few numbers and charted your investments, you can use the 'Bullseye' Best-Fit Optimizer to immediately see your optimal retirement age, optimal investment amounts, or what maximum draw you can make on your investments to ensure they will last to a certain age. To help offset the costs of making this app available for free to the average user, we have built in a few special features than can be purchased in-app with a small upgrade fee. Purchasers of the Plus upgrade will also be able to print or share a formatted PDF of their data and the graphed results, adjust preset default life expectancy and interest rate defaults, and enable the powerful Chart-Linking feature. Retirement Analyst utilizes the new SwiftUI framework running on iOS 13.2 and above. It is proudly developed in Saskatchewan, Canada by Aardvark Digital Mechanics. Disclaimer: As with any other app, Retirement Analyst cannot predict future returns on investments, inflation rates, or your personal circumstances. It uses your inputs and some adjustable default values to make projections about your current and future investing, but the results are projections, not promises, of course. Always consult a professional financial advisor before making important investing decisions.