Engage by BGL vs TradingBook

With a growing demand for improved SMSF investment reporting, transparency and simple to use mobile interaction, BGL has launched our first mobile application for Simple Fund 360. Benefits Improve communication with your SMSF clients. Simplify and remove pain points wtih client queries. Help educate and improve SMSF Engagement. Improve client retention and differentiate your service. Core Features include: Track Investments, Respond to Queries, View Member Contribution, and Pension Data. Dashboards Stay on top of your investment strategy. Drill into the data and investment allocation revalued automatically every day. Pensions Improve compliance and avoid costly mistakes with our simple to digest visual pension dashboards. Member Allocation Check your combined member balances and minimums for all account-based pensions. Contributions Track your contributions limits and ensure your clients are maximizing their tax concessions. Trustee Query Have your clients or adviser respond to unknown transactions with simple drop-down choices or take photos of documents.

TradingBook is a simple trading journal for tracking your trading performance, building discipline, and reviewing your progress over time. Investing without understanding is gambling, not investing. This app uses your own trading data to help you understand your trading patterns and identify your strengths and weaknesses. After you trade - on whatever platform you use to trade - open up TradingBook and simply enter your closing balance and add a comment on how the trade went. Then watch as TradingBook pulls all your data into 4 key sections to analyse your trading patterns. Log each completed trade with your opening balance, closing balance, instrument, direction, and notes. TradingBook automatically calculates your results and rolls your entries into daily and weekly summaries, helping you see how your trading account is developing. Track your best and worst trades, review total performance, monitor brokerage costs, and set weekly trading goals. The Goal Tracker lets you choose either a dollar-based or percentage-based weekly target and compares your actual progress against that goal. Pro versions are in development and will include many advanced features such as; privacy mode (hide $ amounts), alerts and warnings, risk management, position sizing, expand instruments beyond Forex to include Stocks, ETFs, Commodities and Crypto. AI analysis of your trading history with recommendations to improve. TradingBook is designed for traders who want a fast, private way to record results and stay accountable without relying on spreadsheets. Features: • Record completed trades • Track opening and closing balances • Automatic profit and percentage calculations • Daily and weekly trading summaries • Weekly performance star ratings • Best and worst trade review • Results tracker for total performance • Goal tracker for weekly income or percentage targets • Base currency selection • Private local data storage TradingBook does not store your trading data on external servers. Your entries remain on your device. Disclaimer: TradingBook is a trade journaling and performance tracking tool only. It does not provide financial advice, trading signals, investment recommendations, or brokerage services. Trading involves risk, and past performance does not guarantee future results.