Wealthica vs getquin

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/

Track your complete financial life in one app. Import all your brokers, bank accounts, assets, liabilities, and insurance policies to get a full net worth overview, follow your financial goals, and use AI-powered insights to make better financial decisions and build long-term wealth. REAL-TIME PORTFOLIO AND NET WORTH TRACKER Bring all your investment accounts together in one aggregated portfolio view. Analyze your investments, benchmark your performance, and understand how your portfolio contributes to your overall net worth. - Aggregate multiple brokers, portfolios, bank accounts, and investment accounts in one dashboard. - Add stocks, ETFs, funds, crypto, real estate, luxury collectibles, art, commodities, insurances, and more. - Import your data via secure API connections to more than 2,000 banks and brokers, file import, or manual import. - Add liabilities such as loans, mortgages, and other debt. - Track insurances as part of your overall financial overview. - Track your aggregated net worth in real time, wherever you are. PERSONALIZED DIVIDEND TRACKER AND CALENDAR Use getquin’s dividend calendar to track your payouts, forecast future dividends, and monitor your dividend performance over time. - Plan future cash flows and know when you are getting paid. - Track cumulative payouts, dividend yield, and year-over-year growth. - Monitor your dividend income in one simple dashboard. - Discover dividend stocks and check how they fit into your portfolio. INTUITIVE PORTFOLIO ANALYSIS TOOLS Analyze your entire investment performance and understand what drives your returns. - See detailed portfolio breakdowns by region, industry, asset class, and more. - Track key performance indicators across your investments. - Benchmark your portfolio performance against relevant indices and compare your progress over time. - Get a transparent overview of costs, taxes, dividends, and performance. - Deep dive into your portfolio using advanced metrics such as time-weighted returns. EXPENSE TRACKING AND BUDGETING Stay on top of your income, expenses, recurring payments, and subscriptions with intuitive money management tools. - Track your spending across connected accounts. - Understand where your money goes each month. - Monitor income, expenses, and recurring payments. - Identify subscriptions and regular costs. - Set budgets and track your progress over time. FINANCIAL PLANNING AND GOALS Plan your financial future with tools that help you understand where you stand today and what you need to reach your goals. - Set individual financial goals and track your progress. - Calculate your pension gap and understand your retirement outlook. - Plan for major milestones such as buying a home, building wealth, or preparing for retirement. - See how your assets, liabilities, income, expenses, and insurances impact your long-term financial plan. AI-POWERED PORTFOLIO INSIGHTS Use AI to better understand your portfolio, analyze your investments, and ask questions about your financial situation. - Get AI-powered insights into your portfolio. - Ask questions to your personal finance AI agent. - Understand risks, diversification, allocation, and performance. - Explore your investments with simple explanations and actionable insights. STOCKS AND COMMUNITY IN ONE PLACE Join an interactive finance community, ask questions, share ideas, and get feedback from other investors. - Discover investment ideas and market trends in your personalized feed. - Join discussions about stocks, ETFs, dividends, crypto, and more. - Share your portfolio and get feedback from the community. - Learn from other investors and improve your investment decisions. STATE-OF-THE-ART SECURITY FOR YOUR DATA Your data belongs to you. - Your personal and financial data is handled securely. - Data is protected with bank-level encryption. - You stay in control of what you connect and share. Terms of use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/