TrackMyStack Net Worth Tracker vs AllocatR

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.

AllocatR - Portfolio Rebalancing for Investors & Advisors AllocatR is the smart rebalancing tool for long-term investors and financial advisors who want to keep portfolios balanced and on-target. Whether you're managing your own investments or rebalancing client portfolios, AllocatR makes it simple. FOR INDIVIDUAL INVESTORS: Perfect for passive investors who want to dollar-cost average and maintain target allocations across Stocks, ETFs, Mutual Funds, and other assets. FOR FINANCIAL ADVISORS & RIAs: Manage multiple portfolio models for your clients. Switch between Conservative, Moderate, Aggressive, or custom allocation strategies on the fly. Quickly rebalance client accounts against their target model—no desktop required. KEY FEATURES: MULTIPLE PORTFOLIO MODELS (Advisor Tier) Save unlimited portfolio models with custom allocations. Perfect for advisors managing diverse client profiles—Conservative (30/70), Moderate (60/40), Aggressive (80/20), Income-focused, or any custom strategy. Switch between models instantly when rebalancing different clients. SMART REBALANCING CALCULATIONS Specify your assets and target percentages. Enter current holdings and total investment amount. AllocatR calculates exactly how much to BUY or SELL to reach your targets. COMPLETE PRIVACY & LOCAL STORAGE Your financial data stays on your device—never uploaded to servers. Perfect for advisors who need to maintain client confidentiality and data security. OFFLINE FUNCTIONALITY Rebalance portfolios anywhere, anytime—no internet connection required. Work with clients on-site or review portfolios during travel. ENHANCED SECURITY Protect sensitive portfolio data with PIN or biometric authentication (Face ID / Touch ID). WHY CHOOSE AllocatR? - Simplifies portfolio rebalancing for individuals and advisors - Manages multiple client models in one app - Ensures complete data privacy and security - Provides clear, actionable BUY/SELL recommendations - Works offline—accessible anywhere, anytime Start managing investments smarter with AllocatR—whether you're building wealth or serving clients. For subscription terms: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/