getquin vs Holistic Portfolio Tracker

Track your complete financial life in one app. Import all your brokers, bank accounts, assets, liabilities, and insurance policies to get a full net worth overview, follow your financial goals, and use AI-powered insights to make better financial decisions and build long-term wealth. REAL-TIME PORTFOLIO AND NET WORTH TRACKER Bring all your investment accounts together in one aggregated portfolio view. Analyze your investments, benchmark your performance, and understand how your portfolio contributes to your overall net worth. - Aggregate multiple brokers, portfolios, bank accounts, and investment accounts in one dashboard. - Add stocks, ETFs, funds, crypto, real estate, luxury collectibles, art, commodities, insurances, and more. - Import your data via secure API connections to more than 2,000 banks and brokers, file import, or manual import. - Add liabilities such as loans, mortgages, and other debt. - Track insurances as part of your overall financial overview. - Track your aggregated net worth in real time, wherever you are. PERSONALIZED DIVIDEND TRACKER AND CALENDAR Use getquin’s dividend calendar to track your payouts, forecast future dividends, and monitor your dividend performance over time. - Plan future cash flows and know when you are getting paid. - Track cumulative payouts, dividend yield, and year-over-year growth. - Monitor your dividend income in one simple dashboard. - Discover dividend stocks and check how they fit into your portfolio. INTUITIVE PORTFOLIO ANALYSIS TOOLS Analyze your entire investment performance and understand what drives your returns. - See detailed portfolio breakdowns by region, industry, asset class, and more. - Track key performance indicators across your investments. - Benchmark your portfolio performance against relevant indices and compare your progress over time. - Get a transparent overview of costs, taxes, dividends, and performance. - Deep dive into your portfolio using advanced metrics such as time-weighted returns. EXPENSE TRACKING AND BUDGETING Stay on top of your income, expenses, recurring payments, and subscriptions with intuitive money management tools. - Track your spending across connected accounts. - Understand where your money goes each month. - Monitor income, expenses, and recurring payments. - Identify subscriptions and regular costs. - Set budgets and track your progress over time. FINANCIAL PLANNING AND GOALS Plan your financial future with tools that help you understand where you stand today and what you need to reach your goals. - Set individual financial goals and track your progress. - Calculate your pension gap and understand your retirement outlook. - Plan for major milestones such as buying a home, building wealth, or preparing for retirement. - See how your assets, liabilities, income, expenses, and insurances impact your long-term financial plan. AI-POWERED PORTFOLIO INSIGHTS Use AI to better understand your portfolio, analyze your investments, and ask questions about your financial situation. - Get AI-powered insights into your portfolio. - Ask questions to your personal finance AI agent. - Understand risks, diversification, allocation, and performance. - Explore your investments with simple explanations and actionable insights. STOCKS AND COMMUNITY IN ONE PLACE Join an interactive finance community, ask questions, share ideas, and get feedback from other investors. - Discover investment ideas and market trends in your personalized feed. - Join discussions about stocks, ETFs, dividends, crypto, and more. - Share your portfolio and get feedback from the community. - Learn from other investors and improve your investment decisions. STATE-OF-THE-ART SECURITY FOR YOUR DATA Your data belongs to you. - Your personal and financial data is handled securely. - Data is protected with bank-level encryption. - You stay in control of what you connect and share. Terms of use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Der Portfolio-Tracker für wirklich alle Assets. Egal ob Wertpapiere, Krypto, Immobilien, Cash oder andere Assets. Mit deinem Holistic-Dashboard hast du dein Vermögen und deine Performance zu jeder Zeit im Blick. Nie wieder Excel-Chaos. Nie wieder Rätselraten, wo und wie du stehst. Vergiss Tabellenkalkulationen und verwalte alle deine Investitionen an einem Ort. Wenn du neben Aktien & ETFs auch noch Immobilien, Kunst besitzt und einen Oldtimer in der Garage stehen hast, ist Holistic dein richtiger Partner! Unsere Mission ist deine finanzielle Freiheit. Und wir glauben der Weg dorthin sollte einfach sein und Spass machen! WERTPAPIERE Mit uns behältst du die Übersicht über alle deine Aktien, ETFs und sogar Anleihen. Du kannst alles in von dir entworfenen Portfolios organisieren aber auch in der Gesamtübersicht sehen. Aktuelle Kurse von unserem Partner Lang & Schwarz sorgen für einen stets aktuellen Überblick. KRYPTO Tracke deine Bitcoins, AltCoins und NFTs an einem Ort. Mit Holistic bekommst du eine ganzheitliche Übersicht, über dein Krypta-Chaos oder entwickelst eine ganzheitliche Strategie, um mit Kryptowährungen wirklich nachhaltig erfolgreich zu werden. IMMOBILIEN Behalte die Übersicht und gewinne ganz neue Einblicke. Private und vermietete Immobilien kannst du bei Holistic ganzheitlich erfassen. Sogar Bruttomiete, Nettomiete und Kredite (Annuitätendarlehen, Tilgungsdarlehen) lassen sich eingeben. So hast du Einnahmen, Ausgaben und deine Rendite jederzeit im Blick. SONSTIGE ASSETS Als holistischer Anleger magst du es einige deiner Assets auch anfassen zu können. Gold, Kunst, Oldtimer und alle anderen Assets kannst du mit Holistic ganz einfach in deine Tasche stecken. CASH Deine Giro-, Tagesgeld- und Festgeldkonten kannst du mit wenigen Klicks synchronisieren. Und auch deine Schließfächer werden endlich nicht mehr vergessen. SCHNELL, EINFACH & ANONYM Bei Holistic kannst du dich anonym anmelden und auch anonym bleiben. Deine Assets sind zumeist in wenigen Minuten importiert. Es ist kinderleicht und blitzschnell.