TrackMyStack Net Worth Tracker vs BMD Kubera

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.

Our expertise, your wealth story. Steer your investments with a clean and elegant interface using BMD Kubera™. Chart your investment story using our latest app, and invest in Mutual Funds across AMCs, grow consistently with SIPs, create short, mid and long-term Goals, and plan for a relaxed, secure life with SWP (Systematic Withdrawal Plans). Key Features: Investments At-A-Glance: A simple and elegant overview of all your important asset classes such as mutual funds and stocks. Family mode: View, supervise and manage your family members' investments all in one go. Plan, build and sustain long-term wealth for your family. Our SIPahi™ advisory helps you focus on each family member’s portfolio and view family-level aggregate performance consistently from the convenience of your phone. Notifications: Stay on top of your game with crucial updates pushed directly to you, when you need it most. Timely reminders for any upcoming transactions, as well as personalised outreach via the app, directly to your screen. Digital Vault: Get access to key documents, and upload/ download key documents anytime, anywhere. Goals: Create your custom goals and let the app visualise exactly how much you need to meet any goal’s expenses. Link or un-link any investment to particular goals, helping you balance your investments suitable to each goal. SIP + SIP Delay Calculator: The best time to invest? It’s today! While the SIP Calculator shows you your investment journey from the present day, our SIP Delay Calculator allows you to view exactly how much opportunity cost you could incur if your SIP is delayed, enabling you to view an honest beginner’s roadmap. Aim to grow for the long term with easy, gradual investment steps, specifically guided by our expert SIPahi™ advisory. NFO: Participate in the latest investment opportunities. Explore the most updated, live New Fund Offer (NFO)’s. Service Requests: Raise a service request conveniently via the app; be it a Mutual Fund scheme query, portfolio review, clearing crucial doubts, exploring the most suitable investment option or sitting over a coffee and setting goals, our SIPahi™ network is committed to serving you with the best solution possible. Quick Browse: Search for any scheme in the quick browse button and explore a world of investment opportunities. Benefits: Plan your lifestyle with My Goal- Track how YOU can meet expenses for holidays, lifestyle purchases, children’s education or retirement. SIP comparison- Compare SIP performance across any AMC, to help you pick your choice of entry into the investment world. Tailor-made advisory- Your goals, our expert SIPahi ™ advisory. Leverage our deep, trusted market expertise for customised boutique financial products true to your requirements, be it your lifestyle needs or business growth capital. True recommendations: We analyse economic growth drivers, fiscal policy and a host of current affairs to pick sectoral, thematic, cap wise funds as well as protect your downside with debt, overnight or balanced advantage/hybrid funds, and align our SIPahi™ advisory to suit your horizon. About BMD Kubera™: A Digital-First Initiative by BMD Group, a true custodian of trust and renown in the financial services industry. An homage to the Lord of Wealth, Kubera, BMD Kubera™ is a visionary initiative deeply focused on building, sustaining and growing wealth. Embracing the true might of customer-obsession and focused servicing, we deploy the latest experiential digital technology to help clients plan their investments, review portfolios, offer expert SIPahi™ recommendations and customised boutique financial products true to their requirements across lifestyle and business growth. Your lifestyle is our compass, for wealth must be directed as per your dreams.