8FIGURES vs InvestX

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

InvestX - Portfolio Tracking Built for Clarity Track your stocks, ETFs, and crypto in one beautiful app. Monitor your portfolio, analyze performance, and expand your investing knowledge with the built-in Learning Portal. YOUR PORTFOLIO AT A GLANCE - Organize your investments in multiple portfolios - Track stocks, ETFs, and crypto from one dashboard - View portfolio value and performance over time - Analyze holdings with interactive charts and clear metrics - Monitor gains, allocation, and portfolio trends - Multi-currency support across your holdings POWERFUL ANALYSIS - Analyze combined value, profit & loss, daily volatility, asset allocation and more - Visualize your investments with an interactive Sankey diagram - Confirm your investment decisions with future predictions based on past actions - Browse complete transaction history with powerful search and filters - Estimate taxes with custom tax setup MARKETS & WATCHLIST - Follow global stocks, ETFs, crypto, indices, and currencies - Discover market trends with sector heat maps and live tickers - Build your personal watchlists - View detailed asset pages with interactive price charts LEARN AS YOU INVEST - Built-in Learning Portal with beginner-friendly investing guides - Understand key investment concepts without leaving the app - Expand your knowledge while tracking your portfolio FAST DATA ENTRY - Import transactions from CSV or XLSX files - Smart detection for common broker export formats - Manual entry for buys and sells DESIGNED FOR EVERYDAY INVESTORS - Fast search across the app - Face ID protection - Secure Sign in with Apple - Cloud synchronization across devices - Guided onboarding to help you get started - Clean, distraction-free experience InvestX is constantly evolving. Expect regular updates, powerful new features, and ongoing improvements designed to make portfolio tracking even better. PRIVACY & SECURITY Your data is securely stored using encrypted cloud infrastructure. InvestX is a portfolio tracker - not a broker. We never execute trades or hold your funds. IMPORTANT Market data, performance metrics, and tax estimates are provided for informational purposes only and may not always be accurate. Always verify financial and tax information before making investment decisions. SUPPORT Need help? Contact us anytime through the Help & Support section in the app or by email. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Download InvestX today and take control of your portfolio with powerful analytics, interactive charts, and a cleaner investment experience.