SimpleStocks Portfolio Tracker vs Relevant Wealth

Simple Stocks is a portfolio tracker for iPhone, iPad, Mac and Apple Watch. It keeps your stocks, ETFs, funds, crypto, cash, indexes, commodities and savings in one place and shows how they are actually performing. There's no account to create and nothing to sign up for. Your portfolio is stored on your devices and syncs through your own iCloud. We don't collect any data from you, and every calculation happens on your device. It's for people who invest on their own, often across more than one broker or currency, and want a clear view of their whole portfolio without spreadsheets. Getting started takes a few minutes. You can link your broker to bring in your holdings and transactions, import a CSV file from almost any platform, or add positions by hand. You can mix all three across your portfolios. GETTING YOUR DATA IN • Broker linking for holdings and transactions. Works with 40+ brokers including: Robinhood, Fidelity, Schwab, Vanguard, E*Trade, Interactive Brokers, Webull, Trading212, DEGIRO, Wealthsimple, Questrade, Coinbase and more • CSV import from any file, and export back out • Manual entry for anything else UNDERSTANDING YOUR RETURNS • Profitability, win rate and volatility • Impact of fees, dividends and currency moves • Which holdings made or lost you money • Dividends tracked and added automatically • Splits and corporate actions handled for you YOUR WHOLE PORTFOLIO • Total net worth across all portfolios • Multiple currencies, viewed in the one you choose • Cash accounts with balances and interest • 50+ exchanges, major indexes and commodities • 2,500+ crypto pairs STAYING UP TO DATE • Live intraday prices • Pre-market and after-hours prices for U.S. stocks • A short AI summary of why your portfolio moved today • News for every asset you hold • Watchlists for assets you're still considering ON EVERY APPLE DEVICE • 10+ widgets and complications • A full Mac app made for a large screen • iCloud sync across your devices == Terms of use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Online portal for Relevant Wealth Advisors clients. Clients can access account information, account documents and investment reports from the Relevant Wealth Advisors mobile app.