DivvyDiary vs Portfolio Performance

See at a glance when each dividend arrives, how much it is and how your passive income grows month after month. • Dividend calendar with pay dates and ex-dividend dates • More than 100,000 stocks, ETFs and funds worldwide, including the Dividend Aristocrats • Push notification on payday • Portfolio import from your broker or with a CSV file • Diversification by sector, country and industry • Screener with dividend filters • Dark mode, privacy mode and app lock with Face ID DIVIDEND CALENDAR See which dividends you'll receive this month and in the months ahead. DivvyDiary adds every dividend as soon as the company announces it and shows a forecast for all the others, based on past payments. NOTIFICATIONS Get a push notification or an email on payday, and a weekly or monthly summary if you like. A price alert lets you know when a stock reaches your target price. YOUR PORTFOLIO IN MINUTES Import your portfolio from Fidelity, Interactive Brokers and other brokers, or upload your broker's CSV export. You can also add your holdings by hand. DISCOVER NEW INVESTMENTS Filter more than 100,000 stocks, ETFs and funds by dividend yield, dividend growth, dividend frequency or dividend month. Want to get paid every month? Find all monthly dividend payers. ARISTOCRAT DivvyDiary is free, and you don't need payment details to sign up. The Aristocrat subscription also unlocks: • up to five portfolios with an overall view • the complete portfolio analysis: total return from price gains and dividends, dividend growth with backtesting and forecast, a yearly overview and the community benchmark • net dividends with your tax rate per security or for the whole portfolio • forecasts beyond the next three months • alerts before the ex-dividend date, unlimited price alerts and all dividend news • DeepDive: see what's inside your ETFs and funds • the screener's AI filter and the export of your pay dates to your calendar • cash accounts with interest and bonds with coupon history Use DivvyDiary on iPhone, iPad and on the web at divvydiary.com, always in sync. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://divvydiary.com/en/privacy

Track your investments. Confidentially. Portfolio Performance is the mobile companion for users of the popular free and open-source Portfolio Performance desktop application. This app is your gateway to tracking investments on the move, complementing the desktop version's capabilities. Edit and maintain your transaction history on the desktop, then view and analyze your investments on your device. How does it work? The mobile application reads the same data file as the desktop version. When you assign a password, the file is secured with industry-standard AES256 encryption. Choose your preferred cloud storage provider, like iCloud, Google Drive, or OneDrive, for file synchronization. Your financial transaction history remains confined to your phone, with all calculations performed locally. What features are supported? • Update historical prices with the "Historical Prices" configuration for Portfolio Report, HTML, JSON, CoinGecko, Eurostat, and Yahoo Finance (Note: "Latest Price" configuration is not yet supported). • View statements of assets and related charts. • Access performance views and charts. • Earnings view, including yearly and monthly charts. • Taxonomies, including pie charts and rebalancing information. • Exchange rates, including updates of reference rates from the ECB. • Filters to restrict calculations and charts to specific accounts and/or classifications from any taxonomy. • Support for 29 of the 46 dashboard widgets available in the desktop version. • Analysis for all reporting periods (Note: Reporting periods based on "trading days" using a trade calendar are not yet supported). • Dark mode. What is included in the subscription? Portfolio Performance offers an optional 'Premium' subscription, which unlocks dashboards and supports future development of Portfolio Performance. With this subscription, you can view all dashboards created in the desktop application and also create and edit mobile dashboards, tailoring them to your specific information needs on the mobile screen. Please note: Payment will be charged to your Apple ID account at the confirmation of purchase. Subscription automatically renews unless it is canceled at least 24 hours before the end of the current period. Your account will be charged for renewal within 24 hours prior to the end of the current period. You can manage and cancel your subscriptions by going to your account settings on the App Store after purchase. Privacy Policy: https://www.portfolio-performance.app/privacy-policy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/