8FIGURES vs Patrn Money

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

Meet Patrn, a personal finance app that helps you understand spending, build a budget, plan goals, manage debt, and ask questions about your money. SEE THE WHOLE PICTURE Connect eligible financial accounts through Plaid to view balances and transactions in one place. Patrn organizes activity into clear categories so you can see where your money is going. PLAN WITH PURPOSE Create a monthly budget, track progress, and see how current spending compares with your plan. Set savings goals and explore debt payoff strategies that fit your priorities. GET PERSONALIZED AI COACHING Ask Patrn questions about your financial activity and receive personalized explanations and practical next steps based on the data available in your account. You control whether AI financial coaching may use your financial data and can change that choice in Settings. STAY IN CONTROL Manage linked accounts, notifications, privacy choices, sign-in methods, subscription settings, data export, and account deletion directly in the app. PREMIUM SUBSCRIPTION Patrn Premium unlocks personalized financial coaching and premium insights. Monthly and yearly plans are available as auto-renewing subscriptions. Payment is charged to your Apple ID at confirmation of purchase. Subscriptions renew unless canceled at least 24 hours before the end of the current period. Manage or cancel in App Store settings. IMPORTANT Patrn provides educational information and tools—not financial, investment, tax, or legal advice. Data availability and categorization may vary by provider. Privacy Policy: https://patrn.money/privacy Terms of Use: https://patrn.money/terms Support: admin@patrn.ai