Stifel Wealth Tracker vs SubView
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Stifel Wealth Tracker
Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.
- Consolidated financial account view
- Net worth tracking
- Goal progress monitoring
- Investment portfolio analysis
- Asset and sector allocation illustration
- Access to research reports
- Connect with financial advisors
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Available via mobile, tablet, or any computer, Stifel Wealth Tracker is a powerful free service designed to give you a big-picture view of your financial situation so that you can chart a course for your future. Securely view all your financial information – your investment and retirement accounts, checking and savings accounts, mortgage, student loans and other loans, credit cards, and more – in one place. The software will track your net worth, monitor your progress toward your goals, perform a detailed analysis of your investment portfolio, and illustrate your asset and sector allocations. Additionally, the application can help you better understand your investments through access to research reports from Stifel’s nationally recognized equity research. Best of all, as a Stifel Wealth Tracker user, personal service is only a click away – whenever you have questions or need assistance, Stifel can connect you to a financial advisor in your area.
SubView
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Stop paying for subscriptions you forgot about. SubView gives you instant clarity on every recurring charge — monthly burn rate, upcoming renewals, budget limits, and the true long-term cost of what you're subscribed to. No bank linking. No account. No data collection. Your finances stay yours. FREE — START IMMEDIATELY: Track up to 5 subscriptions and see your basic subscription list at a glance. No payment required, no time limit. PREMIUM — $9.99 ONE-TIME UNLOCK: Everything in Free, plus: Unlimited Subscriptions Track every recurring charge — streaming, software, memberships, SaaS tools — with no cap. Reports & Analytics See your monthly burn rate down to the dollar, annual totals, 3-year projections, and lifetime cost estimates. What does $14.99/month really cost over 5 years? SubView makes it visible. Monthly Audit Tool A guided review of your subscriptions so nothing slips through unnoticed. Budget Tracking Set a monthly subscription budget. Get alerted before you cross it. Timeline View See upcoming renewals in calendar form. Know what's charging before it hits. Export & Import Data Back up your data or move it between devices. Biometric Lock Secure the app with Face ID or Touch ID. HOW IT WORKS: Add your subscriptions (or choose from the built-in library) Set billing cycle, next renewal date, and cost View your dashboard: monthly total, next due, budget status Get reminded before anything renews COMPLETELY PRIVATE Everything lives on your device. No bank credentials. No logins. No data sold to advertisers. SubView is a tool — not a platform. DESIGNED FOR PEOPLE WHO: — Pay for streaming, software, or memberships and want them all in one place — Want a financial snapshot without giving up banking credentials — Track SaaS tools for freelance work or a small business — Want to finally know the real annual cost of their subscriptions One-time purchase. No ongoing fees. No irony of paying a subscription to track subscriptions. Download SubView free and take back control of your recurring costs. https://designingpixels.com/subview-privacy-policy.html https://designingpixels.com/subview-terms-of-service.html https://designingpixels.com
Screenshots
Verdict
The clearest difference is in-app purchases: Stifel Wealth Tracker at none against SubView's 1. On price, ads, device support and iOS requirement there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. SubView sells 1 one-off in-app purchase. Stifel Wealth Tracker asks for nothing beyond the download.
| Parameter | Stifel Wealth Tracker | SubView |
|---|---|---|
| Price | Free | Free |
| Rating | 3.2 (183 ratings) — better | — |
| Positive reviews | 10.0% of reviews | — |
| Number of ratings | 183 — better | — |
| Update frequency | Every 2 months | — |
| Ads | No | No |
| In-app purchases | No — better | Yes |
| Monetization | Free | — |
| Devices | iPhone, iPad | iPhone, iPod |
| Requires iOS | 16.0 | 15.1 — better |
| Further details — not scored | ||
| Size | 115 MB | 39 MB |
| Age rating | 4+ | 4+ |
| Developer | Stifel Financial Corp. | Designing Pixels LLC |
Bugs and requests
Stifel Wealth Tracker
Reported bugs
23 issues- Multi-factor authentication required every login
- MFA codes taking minutes to arrive
- Portfolio account vanished
- App constantly crashes
- Individual stock information shows a blank screen
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- Linked accounts not updating with current balances
- Side 'need help' floating button blocks text
- Cannot hide non-existent 0 balance bank accounts
- Unrealized capital gains buried in menus
- Cannot access account documents
- External accounts not syncing properly
- Secondary authentication for outside accounts works intermittently
- Manual assets do not allow for depreciation/appreciation entry
- App logs out frequently
- Unknown error occurred when linking accounts
- Research reports not pulling up
- Can't get past login screen (endless spinner)
- Every menu option displays logo and blank screen
- Touch ID/Face ID not working
- App won't open, disappears after starting
- App does not reflect real value of accounts
- Closing prices of funds not correctly loaded
- Unable to access accounts after registration
Requested features
10 requests- Ability to transfer funds to accounts
- More user ability to hide/customize account display options
- Fix individual stock information display
- Revert to previous version
- Add support for closed end funds
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- Fix projected income calculation for special dividends
- Add support for Benefits Wallet/Bank of Mellon and Guild Mortgage
- Ability to view older research reports
- Better view of holdings, including position price per share
- Dark mode option
SubView
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Stifel Wealth Tracker
No in-app purchases
SubView
- Premium$9.99
Questions
Is Stifel Wealth Tracker free?
Is SubView free?
Do Stifel Wealth Tracker or SubView have ads?
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