Portfolio Performance vs Market Essence

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/

Four times a year, every institution managing over $100M must tell the SEC exactly what it holds. Those 13F filings are public — but they're buried in raw XML tables nobody reads. Market Essence turns them into pictures. BROWSE THE WHOLE UNIVERSE • All 13,000+ 13F-filing institutions, searchable by name • Vanguard, Berkshire Hathaway and Citadel free forever — every other fund unlocks with one Premium subscription PROFILE — WHO IS THIS FUND? • Portfolio value with its full filing history since 2013 • Identity facts straight from EDGAR: focus, headquarters, filing record • Concentration at a glance: how much rides on the top 10 positions HOLDINGS — WHAT DO THEY OWN RIGHT NOW? • Treemap of the entire book — re-tile it by value, by share count, or by what changed this quarter • Sunburst rings: how concentrated is the book, and in what • Bubble chart: are the big bets being fed or faded? • The full position list, filterable and searchable HISTORY — HOW HAS THE BOOK SHIFTED? • Money map: the quarter's selling flows into the quarter's buying, one honest sankey diagram • Bought vs sold, ranked face to face • Composition heatmap with three lenses — weight, quarter-over-quarter change, and action (the fund's behavioural fingerprint) • Auto-detected streaks: "bought 6 quarters straight" • Focus any period: entire history, last 2 quarters, last 4, or a custom range STOCKS — FOLLOW ONE NAME • Tap any stock for its whole journey in the fund's book: shares vs value, every add and trim, peak weight, and how it ranks today • Smart lists mean no typing: top holdings, biggest adds, biggest trims, new & exited Data comes directly from SEC EDGAR and updates as new filings land each quarter. Market Essence is not affiliated with or endorsed by the U.S. Securities and Exchange Commission. Nothing in the app is investment advice. SUBSCRIPTION Market Essence Premium — US$4.99 per month, auto-renewing monthly until cancelled. Payment is charged to your Apple ID at confirmation of purchase. The subscription renews automatically unless it is turned off at least 24 hours before the end of the current period; manage or cancel in Settings > Apple ID > Subscriptions. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://marketessence.tech/privacy-and-terms