WealthBuilder Planning vs Investment Checklist
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
WealthBuilder Planning
This app allows users to view their entire financial life in one place. Paid subscribers can access fiduciary advisors for plan analysis, implementation, and monitoring, with flexibility for adjustments.
- Financial life overview
- Plan analysis
- Plan implementation
- Plan monitoring
- Advisor access
- Plan adjustment flexibility
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WealthBuilder Planning. View your financial life. Anytime. Anywhere. Viewing your financial life in the WealthBuilder Planning software is just the first step of the planning process. If you are a paid subscriber, our fiduciary advisors will help you analyze, implement and monitor your financial plan, while giving you flexibility to adjust your plan based on changes in your circumstances. Request free access to WealthBuilder Planning at www.wealthbuilderplanning.com
Investment Checklist
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This app is made for investors who desires a systematic way of staying rational while making investments. Charlie Munger once said "No wise pilot, no matter how great his talent and experience, fails to use his checklist". If you have a list that you go through often and don't have it conveniently in your pocket (i.e., in your phone) as a last minute check before you commit the funds, this app is for you. Feel free to send in feedback and if you like this app, feel free to check out our other apps on the App Store: Value Investing Tools and Fencing Points Tracker.
Screenshots
Verdict
The clearest difference is price: WealthBuilder Planning at Free against Investment Checklist's $0.99. Investment Checklist's advantage is update cadence (every 2 days vs every 5 months) and iOS requirement (12.0 vs 15.6). On ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
WealthBuilder Planning is free to download; Investment Checklist costs $0.99 up front. Neither carries in-app purchases, so what you see is what you pay.
WealthBuilder Planning ships an update every 5 months, Investment Checklist every 2 days. The most recent releases landed on November 3, 2026 and October 30, 2026 respectively.
| Parameter | WealthBuilder Planning | Investment Checklist |
|---|---|---|
| Price | Free — better | $0.99 |
| Rating | 5.0 (2 ratings) — better | — |
| Number of ratings | 2 — better | — |
| Update frequency | Every 5 months | Every 2 days — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.6 | 12.0 — better |
| Further details — not scored | ||
| Size | 53 MB | 26 MB |
| Age rating | 4+ | 4+ |
| Developer | MRA ADVISORY GROUP, LLC | Jian Yang Lim |
In-app purchases
WealthBuilder Planning
No in-app purchases
Investment Checklist
No in-app purchases
Questions
Is WealthBuilder Planning free?
Is Investment Checklist free?
Do WealthBuilder Planning or Investment Checklist have ads?
Which is updated more often, WealthBuilder Planning or Investment Checklist?
Other comparisons
