Kashvisor vs WealthNX AI

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.

OPENING WealthNX AI is the personal finance dashboard and WealthNX AI: Wealth Assistant that brings your available financial information together without the need for multiple apps. Connect supported accounts in read-only mode to view your stocks, crypto and investment data in one place, or add financial information manually where that feature is supported. Keeping track of your portfolio is easier when everything is in one screen. WealthNX organizes your investment data across supported connected accounts and manually added entries so you have a clearer picture of your holdings without logging into multiple platforms or updating spreadsheets by hand. Your portfolio view reflects the data available from the accounts and information you have connected to the app. TRACK SPENDING AND EXPENSES Beyond investments, WealthNX works as a spending tracker and expense tracker for your everyday finances. Transactions from supported connected accounts are organized into a spending dashboard by category so you can follow your cash flow and track spending over time. You can also log expenses manually where manual entry is available to keep your spending information as complete as possible. PERSONAL FINANCE DASHBOARD The personal finance dashboard inside WealthNX pulls your available investment data, spending information and account details into one view. Portfolio activity, expense tracking and account summaries sit together in a single financial overview so you can see more of your financial picture without switching between apps. AI-POWERED INSIGHTS The AI-powered insights built into WealthNX analyze the financial information available in your account and explain what they find in plain language, surfacing informational insights about your portfolio activity and spending patterns to help you stay informed. These insights are provided for informational purposes only. WealthNX does not offer investment advice, trading signals or market predictions, and nothing in the app should be taken as a financial recommendation. TRACK FINANCIAL GOALS Financial goal tracking is also part of the WealthNX experience. Set a savings goal, a financial milestone or a personal finance objective and track your progress based on the data you have connected or entered. The goal tracker keeps your priorities visible as your financial information is updated. SECURE READ-ONLY CONNECTIONS Supported account connections inside WealthNX are read-only. The app can access your financial data through those connections but cannot move funds, execute trades or make changes to your accounts. Information you add manually is handled in accordance with our Privacy Policy and applicable security practices. CLOSING If you want one app that works as a portfolio tracker for your stocks and crypto, a spending tracker for your expenses, a wealth tracker for your financial goals and a personal finance dashboard for the rest, WealthNX brings all of that together in one place. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/