8FIGURES vs CBr Finance

Free portfolio & net worth tracker for independent investors managing $100K to 8 figures, plus your personal AI investment advisor. 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

CBr Finance is your smart companion for managing personal finances with confidence and simplicity. Designed for everyday use, the app helps you track expenses, manage --budgets, learn financial skills, and get intelligent guidance - all in one place. Whether you are just starting your financial journey or looking to improve your money management habits, CBr Finance gives you the tools and knowledge to make better financial decisions. Smart Budgeting Create customized budgets based on your income and goals. Allocate spending limits for different categories such as food, transport, bills, and savings. Monitor your progress in real time and stay on track with your financial plans. Expense Tracking & Insights Track daily, weekly, and monthly expenses with ease. Visual summaries help you analyze spending habits and identify opportunities to save more. Make informed decisions and build healthier financial habits. AI Financial Coach Chat with an intelligent AI Financial Coach that helps you understand and manage your finances better. Ask questions about budgeting, saving, debt management, or general financial topics. Get instant, personalized answers whenever you need support. Financial Academy Learn the fundamentals of personal finance through the built-in Financial Academy. Access educational content focused on budgeting, saving, and smart money management. Improve your financial knowledge at your own pace and gain long-term confidence. Secure & Easy to Use CBr Finance is built with simplicity and security in mind. Your data is protected, and the intuitive interface makes the app accessible to everyone, from beginners to advanced users. Take control of your money today with CBr Finance - manage your finances, plan your budget, learn smarter money habits, and grow financially with confidence. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/