Wealthica vs RetireFlow

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/

Ditch the spreadsheets and the static calculators. RetireFlow brings detailed retirement modeling to your pocket. Built by an experienced quantitative analyst, it turns the plan you enter into an illustration you can stress-test. WHY RETIREFLOW? Most calculators use straight-line math. RetireFlow can run Monte Carlo — 1,000 paths by default, or 250 or 500 for a faster run — to illustrate market variation, inflation, and tax. Historical replays compiled past years instead. Look at your working years and retirement through the end of the plan you set. KEY FEATURES: Monte Carlo and Historical: See how often the plan you entered meets a spending target across many simulated futures, or across past market sequences. The Backsolver: Choose a confidence level and illustrate a spending level, a savings change, or an ending amount. Goals: Add more than one spending period, extra jobs with their own start and end ages, income-producing assets such as a rental, and one-off life events. Set a spending guardrail: keep spending fixed, let RetireFlow raise or cut it with the portfolio, or use VPW, a percentage of liquid or total net worth through your plan end. Save and compare plans. Today’s dollars: See projected wealth in today’s purchasing power. On your device: No account and no cloud sync. Your plan is modeled on your iPhone. Private AI Observations are optional. Bring your own API key for Claude, ChatGPT, Gemini, or Grok. That conversation goes only to the provider you choose, under that provider’s terms. RetireFlow does not read it. Tax illustration: Federal and provincial or state tax for Canada and the United States, including a move from one country to the other. This is a model of published rules, not a tax return. Accounts: RRSP, TFSA, FHSA, RESP, LIRA and LIF, 401(k) including Roth, Traditional and Roth IRA, HSA, and a 529 Plan, plus pensions, government benefits, and taxable savings. Charts: A net-worth range across simulated lives, plus spending, cash flow, and tax views. RetireFlow is an educational illustration. It is not financial, tax, or investment advice. A RandFact Works Inc. Production. Retirement isn't about scarcity; it's about the permission to spend. Terms of Use (Apple’s Standard License Agreement): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/