guide.capital vs WealthMap

SAVE TIME AND USE THE KNOWLEDGE OF EXPERTS AND ARTIFICIAL INTELLIGENCE It can be very time-consuming to construct the portfolio, determine the asset allocation, and find the right investment product and dealing with the markets on a daily basis - even more so when it's personalised. With guide[dot]capital you design your investment solution - simple, transparent and tailored to your needs. SIMPLE, PROFESSIONAL AND ALWAYS UP-TO-DATE So far, investors have looked after their assets themselves, hired an advisory or delegated their financial affairs in the form of an asset management mandate. Thanks to our technology, we can asset management easy for you. The unique open platform with model portfolios from well-known providers lets you build your desired investment solution modularly, taking your preferences and investment focus into account. FIND UNIQUE INVESTMENT SOLUTIONS Select model portfolios with a focus on sustainability, digitization, ETFs or individual stocks, from actively managed to passive or rule-based building blocks. We also offer unique investment components that carry out rule-based reallocations with the aim of minimizing losses and achieving a stable performance. By weighting the building blocks, you define your risk profile and start following the model portfolios. Get the rebalancing list with one click. The availability of the building blocks depends on the user of the app. We will continuously expand the range of building blocks. INDEPENDENT PORTFOLIO-CHECK Quickly and easily evaluate your portfolio securities according to various criteria by well-known rating agencies and financial institutions as a basis for better investment decisions and a more sustainable investment strategy. Advantages of our app are: - Consolidate several portfolios - Evaluate your securities by simply photographing your securities account statement - Sustainability ratings, fundamentals, technical scoring of renowned institutes - Global coverage of equities, bonds, funds, commodities, structured products - Alarm functionality for changes in the evaluation - Complete overview of your portfolio by currency, asset class, sustainability, etc. - Second opinion from third parties Legal notice: Depending on your residence, you will be granted full, limited or no access to the contents of this app. Our terms of use can be found under:  Privacy Policy: http://www.guide.capital/legal/privacypolicy_en.htm Terms and Conditions: http://www.guide.capital/legal/termsandcondition_en.htm.htm

Your wealth is more than your investment portfolio. Bring your property, pensions, investments, cash and debts into one clear picture—and understand where you stand. No bank connection required. YOUR ENTIRE WEALTH. ONE CLEAR VIEW. Follow your net worth over time, explore your portfolio mix and see the assets and debts behind your balance. Track stocks, ETFs, funds, crypto, gold, property and more, with multiple currencies and price updates for supported investments. KNOW YOUR WEALTH AGE Put your financial progress in perspective. Wealth Age starts with your actual age and considers seven financial and tracking factors, including growth, debt health, liquidity and savings. Explore what shapes your reading and follow it over time. It is a model estimate, not a retirement age or population ranking, and requires sufficient recorded history. UNDERSTAND WHAT CHANGED Your Briefing connects recorded changes with the details behind them. Explore the evidence, review gaps in your records and open the relevant holdings. On compatible devices, Apple Intelligence helps select relevant observations, with AI processing on your device. A calculated Briefing is available without Apple Intelligence. MAKE RETIREMENT A PLAN Explore financial independence with the FIRE planner. Adjust spending, savings, retirement age and assumptions to compare possible paths. See how accessible investments and pension access fit together. Set wealth goals and explore future wealth projections as your plans evolve. GIVE EVERY ASSET ITS PLACE Record property valuations and keep supporting documents together. Compare recorded changes with available property-market indices. Review investment holdings and manage your assets and liabilities with clearer detail screens. KEEP TRACK OF YOUR INCOME Record dividends, interest, rent and other investment income. See recorded payments separately from amounts expected from your schedules. Income entries keep a history; they do not automatically change account balances or investment holdings. LESS ADMIN. MORE PERSPECTIVE. • Review cash flow and recurring activity. • Import supported broker CSV files. • Keep useful figures close with Home Screen widgets. • Export PDF reports and CSV records. • Find holdings through Spotlight and use Siri shortcuts. PRIVATE BY DESIGN No WealthMap account required. Records are stored on your device, with private iCloud sync across your devices. Protect access with Face ID or Touch ID. ACCESS AND REQUIREMENTS Continued access requires a monthly or annual subscription, or a one-time lifetime purchase. Prices and any eligible introductory offers are shown before purchase. Subscriptions renew automatically unless cancelled. The app interface is in English. Apple Intelligence features require a compatible device, iOS 26 or iPadOS 26 or later, and Apple Intelligence enabled. Siri phrases are currently in English. Projections and property indices are estimates, not guarantees or individual property valuations. WealthMap is a tracking and planning tool, not financial advice. Privacy Policy: https://buildforward.eu/wealthmap#privacy Terms of Use: https://buildforward.eu/wealthmap#terms