Optimix Vermogensbeheer vs Net Worth Tracker

Als Optimix cliënt wenst u graag altijd een actuele inzage in uw portefeuille(s). De Optimix app verschaft u op ieder moment informatie over rendementsontwikkelingen. Daarnaast kunt u zien waarin en waar ter wereld u precies belegd bent. Naast bovenstaande functionaliteiten bevat de app toelichtingen op gedane transacties. De waarde van uw beleggingen wordt dagelijks aangepast op basis van de meest recente slotkoersen. Via de app kunt u bovendien direct contact opnemen met Optimix. Beveiliging De Optimix app maakt gebruik van een beveiligde verbinding. Met uw MijnOptimix gebruikersnaam en wachtwoord kunt u uw mobiele apparaat registreren. Vervolgens kunt u daarna eenvoudig en veilig inloggen met een zelf gekozen 5-cijferige toegangscode of met uw vingerafdruk. We raden u aan om altijd de laatste/nieuwste versie van de app te gebruiken. Dit zorgt voor de beste veiligheid en geeft u de beschikking over de nieuwste functionaliteiten. Heeft u vragen over de app of over het aanmeldingsproces? Neem dan contact op met u vertrouwde Optimix contactpersoon of 020 570 30 30.

Net worth tracker and asset tracker that keeps your money on your device. Add cash, savings, investments, crypto, property, vehicles and loans, and see what you own minus what you owe as one number. Take a snapshot whenever you like and watch the trend build. No account, no bank login, no required cloud sync. Works offline. Worthtally is built for people who already track their wealth in a spreadsheet and want something cleaner on their phone, without handing a bank password to anyone. Every balance is typed in by you, so nothing breaks when a bank connection does. Also on iPhone, Mac and Windows. TRACK EVERYTHING YOU OWN AND OWE • Unlimited accounts, always free: cash, savings, brokerage, retirement, crypto, real estate, vehicles, loans and credit cards • Multi-currency with live exchange rates, shown in your home currency • A net worth snapshot whenever you want one, with 90 days of history free SEE IT CLEARLY • Net worth trend and asset allocation at a glance • A full activity ledger with search, so every deposit, transfer and payment is on record • Savings goals with progress you can see PLAN AHEAD • FIRE, retirement, emergency fund and debt payoff planners, run on your own numbers • Snapshot reminders so the trend never has gaps YOURS, ALWAYS • CSV import with a column mapping step, so your spreadsheet comes with you • Export to CSV, JSON or Markdown at any time. Backup and restore are free • Optional PIN or biometric app lock PRIVATE BY DESIGN No account to create. No bank connections. Your financial records stay on your device unless you choose to export or back them up. Optional crash and performance diagnostics help us fix problems. Turn diagnostics off in Settings. WORTHTALLY PRO Core tracking is free, including unlimited accounts, the ledger, goals and planners. Pro adds full snapshot history and a multi-year trend, live crypto prices, what-if scenarios, budgets with a budget versus actual view, bills and recurring transactions, a spending heatmap, cost basis tracking, a tax-year pack PDF and an accountant bundle. Choose a yearly plan or a one-time lifetime unlock. Worthtally is a tracking tool for your own records. It does not give financial advice. Terms of Use: https://trueframedigital.app/worthtally/terms Privacy Policy: https://trueframedigital.app/worthtally/privacy