Variant PW vs Finvia

Allows our clients to get anytime, anywhere access to there portfolio holdings, allocations, balances and performance. Provides contact information for your advisor at Variant Private Wealth.

Finvia is a portfolio tracking and financial analysis app designed to help you understand your investments clearly. TRACK YOUR PORTFOLIOS • Create multiple portfolios for different goals • Track stocks, cryptocurrencies, funds, currencies, commodities and other assets • View current value, cost, profit and loss • Monitor realized and unrealized returns • Analyze portfolio allocation UNDERSTAND YOUR REAL PERFORMANCE • Compare nominal and inflation-adjusted returns • Review daily, monthly and yearly performance • Compare your portfolio with assets, indices and inflation • Track average cost and transaction history MANAGE YOUR CASH FLOW • Record cash income and expenses • Create custom transaction categories • Filter and analyze wallet movements • View cash and investment allocation together PORTFOLIO INSIGHTS • Review diversification and concentration • Explore Sharpe ratio, Sortino ratio, drawdown, beta, alpha, correlation and win rate • Receive personalized Finvia AI portfolio insights • Examine asset-level performance in detail PRIVACY-FIRST DESIGN Finvia does not connect to your bank or brokerage account. Portfolio and transaction records are entered manually and primarily stored on your device. No registration is required. SUBSCRIPTION Finvia provides 14 days of complimentary Premium access after the first installation. A subscription is required to continue using Premium features after this period. Monthly and yearly auto-renewable subscription options are available. Payment is charged to your Apple Account after purchase confirmation. Subscriptions renew automatically unless canceled at least 24 hours before the end of the current period. You can manage or cancel your subscription from your App Store account settings. Finvia provides informational portfolio tracking and analysis tools only. It does not provide investment advice, brokerage services or guaranteed financial results. Privacy Policy: https://www.finvia.site/en/privacy-policy/ Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/