Compound Planning vs 8FIGURES

Compound Planning brings your entire financial life into one place — and keeps it updated automatically. It gives you a complete picture of your net worth, investments, equity, real estate, and liabilities, all organized in a real-time financial dashboard. You also get a secure vault for your financial, tax, and estate documents — each tagged to the right assets so they’re always easy to find. Compound Planning is built for people who want to simplify their complex financial lives. It brings every account, asset, liability, and document together so you can stay organized and make confident decisions with your money. If you already have a Compound Planning dashboard, you can sign in and start using it on your iPhone. If you’re new to Compound Planning, go to compoundplanning.com on any desktop browser to create a dashboard and connect your accounts. Key features: → 1,000+ integrations: Banks, credit cards, 401(k)s, company equity, crypto, real estate, mortgages, and more. → Net Worth Monitoring: Your personal balance sheet updates automatically as account values change. → Document Vault: Store your financial, tax, and estate documents in one secure place. → Full Visibility: Every account, every holding, every liability — clearly organized. → Bank-Level Security: Your data is encrypted and protected at every step. The Compound Planning iOS app is built by Compound Planning, Inc., a digital family office managing more than $5 billion for high-net-worth founders, early employees, executives, retirees, and families. Our 50+ advisors combine modern technology with deep expertise across investments, taxes, estate planning, and equity compensation to help clients manage their entire financial lives in one place. Compound Planning, Inc. was named one of America’s Top RIA Firms by Forbes (2025) and one of America’s Top RIAs and 50 Fastest Growing RIAs by Financial Advisor Magazine (2024, 2025), and featured in TechCrunch, Forbes, Barron’s, and The New York Times. Compound Planning, Inc (“Compound Planning”) is an SEC-registered investment adviser. Learn more at https://compoundplanning.com Disclosures: https://legal.compoundplanning.com/ Terms of Service: https://legal.compoundplanning.com/terms-of-service Privacy Policy: https://legal.compoundplanning.com/privacy-policy Compound currently supports US financial institutions.

Free portfolio & net worth tracker for serious investors, plus your personal AI investment team. 8FIGURES links your brokerages, banks, crypto, and private investments into one live picture of everything you own and owe. Prices, dividends, and coupons update automatically, and you see the real return on every position. No ads, no sales calls, no selling your data — we make money one way: optional advice from your AI investment team, for a flat subscription, never a percentage of your assets. 8FIGURES Inc. is an SEC-registered investment adviser. TRACK EVERYTHING YOU OWN • Stocks and ETFs with dividends • Crypto from exchanges and wallets • Bonds with coupons and YTM, maturity, duration • Real estate with linked mortgage • Equity compensation — RSUs, options, and ESPPs • Angel investments in startups — SAFEs and equity • LP stakes in private venture and PE funds ACCOUNT CONNECTIONS THAT WORK • Link nearly any US bank or broker — securely, in read-only mode • We also support many EU and UK banks • Link major crypto exchanges and wallets • Add any asset manually — any listed ticker supported NUMBERS YOU CAN ACTUALLY TRUST • Measure performance with IRR (Internal Rate of Return) — the metric professionals use and most brokers don't show • Slice and dice your allocation across asset classes, industries, and countries • Analyze returns with TWR (Time-Weighted Return) and MWR (Money-Weighted Return), so deposits and withdrawals don't distort your numbers • Multi-currency support for global investments ADD YOUR DEBTS TO SEE YOUR NET WORTH • Link your mortgage to your home to see your home equity • Add loans, credit cards, and tax liabilities • Track your net worth to reach your financial goals AN INVESTMENT TEAM IN YOUR POCKET Five specialized AI agents, led by an AI Investment Advisor that sees your full portfolio: • Portfolio Manager — builds and rebalances your allocation • Research Analyst — digs into every holding you own • Risk Officer — flags hidden concentration and challenges risky moves • Tax Advisor — optimizes for after-tax returns • Financial Planner — tracks progress to your goals The team monitors your portfolio 24/7 and shares news, alerts, and insights. Ask anything and get a straight answer grounded in your real numbers — what to buy, hold, or sell, and why. SECURITY FIRST • Bank-grade AES-256 encryption • Read-only access: 8FIGURES can't place trades or move your money • Secure account connections via Plaid and other trusted providers • Your data stays private — even our team can't access it without your approval • Export or delete your data whenever you choose TRUSTED BY INVESTORS Over 10,000 investors track $100M+ in linked assets with 8FIGURES. Featured by Forbes, Investopedia, Kiplinger, Yahoo Finance, and U.S. News. DISCLAIMER 8FIGURES Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. For additional information about our advisory services, please view our Form ADV Part 2A and Form CRS on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov. 8FIGURES provides investment guidance using software-based models and algorithms. Information in the app may be general in nature and is not legal or tax advice. Investing involves risk, and you are responsible for your decisions. 8FIGURES Inc. is acting as an agent of TrueLayer, who is providing the regulated Account Information Service, and is authorized and regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 and the Electronic Money Regulations 2011 (Firm Reference Number: 901096). 8FIGURES® is a registered trademark with the U.S. Patent & Trademark Office (Registration No. 7727610). Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula