Holistic Planning+ vs Portfolio

Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time. See the most recent trades and transactions in your accounts, current portfolio holdings, performance, and more. KEY FEATURES: - View portfolios in real time - Simplified reporting and access - Sync held-away accounts - Accessible from anywhere - Receive notifications from your advisor

Snap a photo of anything you own and Portfolio tells you what it's worth. Cards, watches, sneakers, vehicles, art, anything. Connect your investment accounts and see your stocks, crypto, and real estate right beside them. Everything you own, one command center. TRACK ANYTHING WITH A PHOTO Point your camera at an asset and Portfolio identifies it and pulls its current market value. No manual data entry, no spreadsheets. Your collection becomes a living portfolio that updates as the market moves. ALL YOUR ASSETS IN ONE PLACE Stocks and investment accounts, connected securely Crypto with live pricing Real estate and property values Vehicles and collector cars Collectibles: trading cards, watches, sneakers, art, and more Most people have their money scattered across brokerage apps, crypto exchanges, and guesswork. Portfolio brings it together so you can see your actual net worth, not just pieces of it. MEET PORT, YOUR AI ASSISTANT Port knows your portfolio and helps you make sense of it. Ask what's driving changes in your net worth, get context on an asset, or figure out what's worth your attention today. NEWS THAT ACTUALLY MATTERS TO YOU No generic finance feed. Portfolio curates news based on what you actually own, so you hear about the things that affect your money and skip the noise. BUILT-IN PROTECTION Your assets are documented with photos and values in one verified record. If something is ever lost, stolen, or damaged, export a complete report for your insurance company in seconds. Most collections are underinsured simply because owners can't prove what they had. Portfolio fixes that. WHY PEOPLE USE PORTFOLIO See your full net worth in real time Know what your collection is really worth Stop maintaining spreadsheets Have proof of ownership when it counts Make decisions with all your assets in view YOUR DATA, PROTECTED Bank-level security for connected accounts. Your information stays yours. Download Portfolio and find out what everything you own is actually worth. Subscriptions: • Premium — $6.99/month — up to 25 assets. Auto-renews monthly. • Unlimited — $14.99/month — unlimited assets. Auto-renews monthly. Payment is charged to your Apple ID at confirmation of purchase. Subscriptions renew automatically unless canceled 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/ Terms of Service: https://portfoliogrow.com/terms Privacy Policy: https://portfoliogrow.com/privacy