Investment Portfolio vs Easefolio

Track all your assets with Investment Portfolio. Whether it's equities, currencies, cryptocurrencies, commodities, ETFs or stock indices - we've got you covered. We never collect your data. All your personal information (including entered transactions) stays with you. KEY FEATURES * Add various assets to your portfolio - you can choose between equities, currencies, cryptocurrencies, commodities, exchange traded funds (ETFs) and stock indices. * Add transactions to your portfolio and see how much you've earned in different currencies. * Display prices in up to three different currencies at once. With a single tap switch between US Dollar ($), Euro (€) and the default currency of your choice. * See statistics for your whole portfolio, specific categories or individual assets. * Use the app in either light or dark mode. FEEDBACK We'd love to hear from you. You can send us feedback here: * https://tersacore.com/contact ---------------------------- Investment Portfolio Premium service is available as a 1 month or a 1 year renewable subscription. Payment will be charged to your iTunes Account at confirmation of purchase. Auto-renewable subscriptions automatically renew unless auto-renew is turned off at least 24-hours before the end of the current period. Subscriptions and auto-renewal may be managed by going to your Account Settings after purchase.  Terms of Use: https://tersacore.com/investment-portfolio/terms Privacy Policy: https://tersacore.com/investment-portfolio/privacy

Complete asset clarity for open-ended fund managers, and every investor they serve. Easefolio is the all-in-one back-office platform built for open-ended fund managers who oversee dozens, hundreds, thousands, and sometimes even tens of thousands of individual investors across their funds. Because it was engineered from day one to track lifelong, open-ended portfolios at scale, Easefolio works just as seamlessly for a single individual investor managing their own multi-asset holdings, you get the same institutional-grade infrastructure powering the funds you may already invest in. From portfolio analytics and forecasting to investor relations and annual, Easefolio consolidates the workflows that typically live across spreadsheets, brokerages, and software tools into one powerful digital experience- with the precision demanded by professional operators and the ease expected by everyday investors. Whether you're getting up to date on account values and position gain/losses before an LP call, or checking your personal net worth on the go, Easefolio delivers the numbers you need- the moment you need them. What Easefolio delivers: • Consolidated portfolio view across stocks, crypto, bonds, real estate, and alternative asset classes (with full customization built-in) • Real-time analytics on net worth, fund performance, and position-level P&L • Realized and unrealized gains tracked automatically across every account • Customizable accounting methods tailored to each asset type • Automated reconciliation with error reporting to catch discrepancies before they compound • Tax liability management built for multi-entity, multi-account structures • Investor relations and reporting tools that turn raw data into polished communication • Fully automated income statements and balance sheets for funds, GPs, Investment Managers, and individual investors • 40,000+ stocks and cryptocurrencies pre-loaded and ready to track • Full customization of fees, notifications, reporting cadence, and more Built for precision. Designed for ease. Easefolio turns portfolio complexity- at any scale- into complete asset clarity. Ready to bring your entire portfolio into focus? Download Easefolio and see what a modern multi-asset-class back office feels, looks, and operates like.