Kashvisor vs 8FIGURES

Access to these features requires a monthly or annual subscription. No additional purchases are needed to use any Kashvisor features. Kashvisor: Take Control of Your Financial Future Your Complete Financial Picture, Finally Clear Managing multiple accounts, tracking your investment balances, and staying on top of expenses shouldn't feel overwhelming. Kashvisor brings all your financial data together in one secure, intelligent app—giving you the clarity and confidence to make better money decisions every day. Once your accounts are connected (or your data is entered manually), you can ask Kashvisor AI about: - Assets, liabilities, and net worth - Income, expenses, and cash flow - Your overall financial picture, combining all of the above Kashvisor AI translates your financial data into clear, plain-English explanations and practical suggestions — no spreadsheets, no jargon. Built with Security You Can Trust Your financial data deserves the highest level of protection. Kashvisor uses strong encryption during transmission and at rest, and it never stores your banking credentials. You maintain complete control and can link accounts seamlessly through our secure open-banking integration. We do not collect any personally identifiable information, and we do not share your data with third parties for advertisements or marketing. Net Worth Tracking That Actually Makes Sense Connect all your accounts—investments, savings, credit cards, mortgages, and more—to see your real net worth. Know Where Every Dollar Goes Automatic transaction categorization reveals your true spending patterns. See which categories consume your budget and compare month-to-month trends. Track income streams across all sources (from connected financial accounts) with automatic categorization. Understand your cash flow patterns and make informed decisions about your financial future.   Powerful Features That Work for You • Secure Open Banking Integration - Connect accounts instantly through Plaid with bank-level security • AI Assistant - Ask about your finances in plain English, get instant personalized insights. • Comprehensive Dashboard - All your key metrics—assets, liabilities, income, expenses—in one beautiful, simple view • Manual Entry Supported - Add and manage any asset, liability, income, and expense that can't be linked automatically • Up to 1 Year of History - Access historical data to understand trends and patterns for income and expenses. Assets and liabilities data is tracked on an ongoing basis • Customizable Alerts - Set notifications for spending thresholds, account changes, and total budget goals • Full Data Control - Your data, your rules. Connect or delete any financial institution data whenever you want from within the app • Safe to Spend Widget – A near real-time view of what’s safe to spend this month • Include/Exclude Controls - Choose which expenses, income, assets, and liabilities count toward your summaries; everything pulled automatically is included by default Privacy You Can Count On • End-to-end encryption for all data transmission • No storage of banking credentials • Multifactor authentication during sign-up Perfect For • Tracking net worth across multiple accounts • Understanding spending habits and patterns • Monitoring investment balances • Monitoring loan balances • Planning major financial decisions Download Kashvisor today and experience the peace of mind that comes from truly understanding your finances. Kashvisor uses Plaid to securely connect to your financial accounts. We never see or store your banking credentials.

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