Pocket Plan App vs FinGather

Pocket Plan: Smarter Personal Finance, Simplified Take the guesswork out of money management. Pocket Plan is your all-in-one financial planning app—designed for individuals who want clarity and for advisors who want to better serve their clients. Why Pocket Plan? See your full picture – Connect your bank, retirement, and investment accounts in seconds. Pocket Plan automatically organizes your assets, liabilities, income, and expenses. Track your Retirement Score – Instantly know your odds of retiring comfortably. Pocket Plan helps you set goals, track progress, and make confident adjustments. Visualize your future – Explore “what if” scenarios to see how changes in savings, income, or retirement age could impact your plan. Stay on top of reports – Get clear, easy-to-read reports on your Cash Flow, Net Worth, Investments, and Retirement—all in one place. Work with advisors – Invite your financial advisor to collaborate directly inside the app. Manage multiple advisors at once, or take full control yourself. Getting Started is Easy Create your account with Apple, Google, or email. Answer a few simple onboarding questions (like birthday, income, retirement age). Connect your accounts securely. Get your personalized Retirement Score and start exploring. No spreadsheets. No guesswork. Just a smarter way to see your money clearly and plan with confidence. Your Data, Your Control Pocket Plan never stores your login credentials and gives you full control to add or remove accounts anytime. Security and privacy are always the priority. Download Pocket Plan today and take the first step toward financial peace of mind. For more details, visit www.pocketplan.io

FinGather – Portfolio Tracker Take full control of your investments. FinGather is a privacy-focused portfolio tracker for stocks, ETFs, cryptocurrencies, and more — giving you a clear, real-time picture of your financial performance in one place. Track Everything That Matters Monitor all your investments across multiple portfolios and asset classes. View real-time values, total gain/loss, and percentage returns at a glance on a clean, intuitive dashboard. Deep Analytics Dive into interactive charts showing your portfolio's historical performance over time. Analyze your asset allocation, group your holdings any way you like, and understand exactly where your returns come from. Dividend Tracking Track dividend income with a dedicated dividend calendar and income charts. See upcoming payouts and review your dividend history over time. Watchlist Keep an eye on assets you don't own yet. Add any stock, ETF, or cryptocurrency to your watchlist and monitor their price movements. Price Alerts Set custom price alerts for any asset and get notified the moment your target price is hit. DCA Plans Plan and track Dollar Cost Averaging strategies to build positions systematically over time. Financial Goals Set investment goals and track your progress toward reaching them. Tax Overview Generate yearly summaries of your realized gains and losses to help simplify tax season reporting. Transaction History Log every buy, sell, and dividend transaction. Full history with detailed records for every asset. Multiple Portfolios Manage multiple portfolios separately — perfect for tracking different strategies, accounts, or family members. Sign in with Google Quick, secure sign-in with your Google account or email. FinGather does not execute trades, hold funds, or provide a cryptocurrency wallet. It is a read-only tracking and analytics tool for your own investment records.