8FIGURES vs Charoite

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

Charoite is the personal finance app built for everyone. With a rich set of features and a focus on privacy, you can track your finances with confidence. Bring your own data provider and Charoite will automatically sync & categorize transactions, removing the need for spreadsheet management. Charoite executes completely on device and utilizes iCloud as its method of device syncing so you get the most privacy possible. Household sharing is also supported with per account selection allowing you to share just the accounts you wish with anyone with an iCloud account. We aim to make tracking finances as easy and affordable as possible so that everyone can benefit. Features: - Your Finances in One Place - Sync account transactions across thousands of institutions in a secure, read only manner with SimpleFIN Bridge. Get both a bird's eye and in depth view on all your accounts. - Categorize & Budget Transactions - Charoite will automatically categorize your transactions so you can create budgets and plan your spend. Don't like them? Create custom ones! - Private at Its Core - Charoite processes everything on device and only uses iCloud for data storage, meaning you get the best of Apple's privacy & security guarantees. We will never sell your data as we neither want to, nor can we even see it. - Collaborative Finances - Want to share your finances? Invite anyone with an iCloud account and share the accounts that you wish. Pricing: - Zero Ads - We don't want to embed anything that might read your information nor take advantage of it. - Try for Free; Buy Once - Try Charoite free for seven days. If it works for you, make one purchase to unlock the full iOS app - no recurring Charoite subscription. Connecting accounts through SimpleFIN Bridge requires a separate paid subscription purchased directly from SimpleFIN. SimpleFIN sets its own pricing and availability, which may change.