TrackMyStack Net Worth Tracker vs FINARKY

Glance at your net worth mid-run. Paste a statement into ChatGPT and let it add your holdings. See today's change on your home screen. TrackMyStack is a net worth and portfolio tracker. It adds up your stocks, ETFs, funds and crypto with your property, cash, pensions and debts. Uncompromised privacy: no bank logins, no name, no email. ON YOUR PHONE, WRIST, WEB AND IN CHAT • Apps for iPhone and iPad, and a web app for any computer. Your data syncs securely between them. • Home-screen widgets with your net worth and today's change. • An Apple Watch app, with your net worth and today's change on your watch face. • Connect ChatGPT or Claude. Ask about your portfolio in plain words, or have it record holdings from a statement. • An Excel workbook that refreshes your portfolios every time it opens, and an API for your own scripts. EVERYTHING YOU OWN • Over 200,000 stocks, ETFs, funds and cryptocurrencies from more than 60 exchanges, priced automatically. • Property, cash, pensions, loans and anything else you value yourself. • 59 currencies, with everything converted to your home currency. • Unlimited portfolios and assets, each with its own currency, ownership share and tags. • Add holdings by name or ticker, or import a CSV, Excel or PDF file, or screenshots of your broker app. UNDERSTAND YOUR INVESTMENTS • Are you beating the market? Your returns against an index, with the same money invested on the same dates. • Allocation by portfolio, asset, currency, asset type, sector and region. • Five years of dividend history, with monthly and yearly charts. • Goals with a target and a date, and a retirement planner tested against 1,000 simulated markets. PRIVATE BY DESIGN • No bank or broker logins. You decide what goes in. • No name or email needed. Sign in to the web app by scanning a QR code with your iPhone. • No ad or tracking SDKs. Your data is never sold. • Lock the app with Face ID. • Export your data to Excel or JSON any time. FREE • Unlimited portfolios and assets • Closing prices and net worth history • Allocation by portfolio, asset and currency • Five years of dividend history • The retirement planner and one goal • Import from CSV, Excel, PDF and screenshots • Net worth and today's change on widgets and Apple Watch • Ask about and record holdings in ChatGPT and Claude PREMIUM ADDS • Live prices, and today's change across the app • Your returns against an index • Allocation by asset type, sector and region • Upcoming dividends and yield • Unlimited goals • Movers on widgets and Apple Watch • Analysis questions in ChatGPT and Claude • Priority support Premium is an auto-renewing subscription, with prices shown in the app. Questions or ideas? Message us from the app.

FINARKY is a portfolio tracker that shows your Personal Rate of Return (PRR) *. This lets you quickly see if you're on track to meet your investment goals, and evaluate and compare your investment decisions. Gain useful insights through value, price, and asset allocation charts, or by exploring dividends, interest (staking rewards), sales, purchases, realized and unrealized gains with their cost basis (using FIFO), average cost, and PRR. All of these are available for the whole portfolio or by asset, for all time or by year. Price charts show bullish and bearish trend reversals based on the EMA 33/58 crossover indicator. It includes a Future Calculator to quickly see future portfolio evolution, and plan for your goals, based on return rate, contributions and withdrawals. Calculates net gains, after capital gains taxes, using configured tax brackets and holding periods. Shows how sales are distributed among tax lots using FIFO. You can import transactions for stocks, crypto, ETFs, mutual funds, or Forex from CSV files. Files from Binance, Coinbase, DEGIRO, Indexa Capital, Nexo and Robinhood EU can be imported directly. For other sources, a ready-to-use prompt for AI chatbots (ChatGPT, Gemini, Grok...) is provided to convert transaction statements into FINARKY's CSV format. Transactions can also be added manually in the app. Market data is obtained through EODHD APIs using your own key (free plan available). Designed with privacy in mind. No login. Your data never leaves your device. End User License Agreement (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ --- * Your Personal Rate of Return (PRR) is the Annual Percentage Yield (APY) of the fixed-rate account that, when subjected to the same contributions and withdrawals (sales, dividends) as your portfolio, it yields the same returns, i.e. it ends up with the same balance as your portfolio value. The PRR is calculated using the Internal Rate of Return (IRR).