SimpleStocks Portfolio Tracker vs Relevant Wealth

Simple Stocks brings your stocks, ETFs, funds, crypto, and cash into one portfolio tracker for iPhone, iPad, Mac, and Apple Watch. No account needed; everything stays on your device. Since 2021, Simple Stocks has helped tens of thousands of investors easily track all their assets in one place on all their Apple Devices. Try it now to check all your investments clearly and understand your performance. Whether you are tracking your first investments, building a diversified portfolio, or managing holdings across brokers and currencies, keep a clear view of what you own. Follow your balances at a glance, then explore the income, costs, and market movements behind your returns. CONNECT YOUR HOLDINGS • Connect to more than 40 supported brokers, including Robinhood, Fidelity, Schwab, Vanguard, Trading212, and Interactive Brokers.
• Import transactions using CSV files or record positions manually.
• Combine linked accounts, imported transactions, and manual entries across your portfolios.
• Export your transaction records to CSV. UNDERSTAND YOUR PERFORMANCE · Review gains and losses to identify which holdings contributed to your results.
· Explore profitability, win rate and volatility metrics.
· Understand how fees, dividend income and exchange rates affect your returns.
· Track and record dividend payments automatically.
· Account for stock splits and other corporate actions automatically. SEE YOUR COMPLETE PORTFOLIO - Monitor several portfolios and your combined net worth.
- Track investments in different currencies and display values in your preferred currency.
- Include cash balances, savings, and interest alongside your investments.
- Access more than 50 exchanges, plus major market indexes and commodities.
- Follow over 2,500 cryptocurrency pairs. FOLLOW MARKET DEVELOPMENTS + Monitor prices throughout the trading day. + Set price alerts and get notified when an asset reaches your target
+ View U.S. stock prices before the market opens and after it closes.
+ Read a concise AI summary explaining the day's portfolio movements.
+ Follow news related to the assets you hold.
+ Build watchlists for investments you want to monitor. BUILT FOR YOUR APPLE DEVICES ► Access your portfolio on iPhone, iPad, Mac and Apple Watch. Now with iPhone Duo support.
► Use more than 10 widgets and watch complications for quick updates.
► Review your investments in a dedicated Mac app designed for larger screens.
► Keep your portfolio synchronized through your personal iCloud. KEEP YOUR PORTFOLIO PRIVATE No Simple Stocks account or sign-up is required. Your portfolio is stored on your devices, and calculations run locally. Use your own iCloud to keep everything synchronized. Build a clearer picture of your investments. Download Simple Stocks and understand your portfolio at every stage of your investing journey. ______ SIMPLE STOCKS+ Unlock all functions, including unlimited portfolios, price alerts, and AI news summaries, with Simple Stocks +. Try free for 7 days. Subscriptions renew automatically unless canceled and can be managed or canceled in your Apple Account settings. 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.