Driftio vs Intelligent Portfolio

Take control of your wealth with AI Organise all your assets and debts in one place, receive AI-powered financial insights and personal daily wealth notifications, and when you choose demonstrate your financial credibility using validated financial data - all while keeping your financial information private and under your control: - AI-powered optional financial Chatbot insights - AI-powered optional data collection from closed sources - Complete overview of your assets and debts - Fully customisable private and shared dashboards - Demonstrate your financial credibility with validated data - Securely share selected financial information with trusted people - Full privacy and user-controlled access Track your stocks, funds, crypto, pensions, properties, mortgages and loans in a personalised financial overview. Build personalised dashboards for yourself, your family and trusted friends, monitor your net worth and receive AI-powered observations and educational insights to help improve your long-term financial decisions and grow your wealth. Turn validated financial data into trust and financial credibility: - Securely share optional verified financial information with trusted people - Build financial credibility using validated bank data - Increase trust when renting or buying a home - Receive AI insights based on exact validated financial data - Strengthen mortgage and loan applications Bank data in Sweden, Spain, Germany and the Netherlands markets (additional markets planned) can optionally be shared securely to trusted individuals when it matters to you, to build trust and to get better private deal terms in private and business situations. To professionals and businesses you can securely exchange selected validated financial information and provide validated asset information and identity verification (KYC), as well as better personalised financial guidance based on your verified financial data. Privacy first Your financial data always belongs to you. Driftio never sells your financial data. No one can access your information unless you explicitly choose to share the selected data, and future access can be revoked instantly at any time.

Intelligent Portfolio is the portfolio rebalancer that keeps you on target - without spreadsheets, without syncing your bank, and without an account. Add your holdings, set a target for each asset class, and the app tells you exactly what to buy or sell to get back on track. _________________________________________ ONE VERDICT. ONE PLAN. --------------------------------------- Portfolio - your net worth, one clear verdict of how far off target you are, and an actual-vs-target bar for every asset class, with a "Plan a rebalance" button. Plan - answer one question: Rebalance, Invest cash or Take cash out. You get a checklist of exact buy and sell orders to tick off and record. The plan is kept until you finish it. Activity - a performance chart and a ledger of every recorded trade. The + button on every tab adds a holding, records a trade, imports a file or connects a broker or wallet. A first-run checklist walks you to your first plan. _________________________________________ REBALANCE WITH PRECISION --------------------------------------- The two-level algorithm works the way a portfolio manager thinks: it balances flows between asset classes first, then breaks them down into orders per holding, grouped by class. Invest cash puts new money where it's needed most - often no selling required. Take cash out builds a proportional sell plan that raises the amount you need while keeping you as close to target as possible. Precise +/− steppers and a live "Allocated" total make your targets add up to 100%. Mark property, art or private stakes "Only as a whole" and plans never buy or sell a fraction of them. _________________________________________ BRING YOUR PORTFOLIO IN --------------------------------------- Import a CSV from any broker or spreadsheet. Trading 212, Interactive Brokers, eToro, Yahoo Finance, Saxo and Trade Republic exports are detected automatically, or map the columns yourself. A per-row report flags any line that needs attention. Connect Trading 212, Alpaca, IG or Public.com read-only (Pro). The app reads positions and never places trades. Your broker credentials stay in the iOS Keychain on your device. Track crypto wallets by public address: Bitcoin, Ethereum, Solana, BNB Chain and Polygon. _________________________________________ BUILT FOR PRIVACY --------------------------------------- Everything stays on your device. No account, no server, no third-party sync. Your portfolio data never leaves your iPhone unless you choose to enable iCloud backup in Settings. Broker connections run directly between your iPhone and your broker. Also included: home-screen widgets, light and dark mode, six languages (English, German, Spanish, Russian, Turkish, Chinese), larger tap targets, VoiceOver labels and Reduce Motion support. _________________________________________ PRO FEATURES --------------------------------------- A 7-day free trial unlocks the full Pro experience: Unlimited holdings and asset classes Read-only broker connections CSV import from any broker or spreadsheet iCloud backup Home-screen widgets Subscriptions are managed through your Apple ID. Cancel any time in Settings → Apple ID → Subscriptions. Intelligent Portfolio is a planning tool, not investment advice. You make every decision and place every trade yourself. Terms of Use: https://iportfolio.ertugrulkucukkaya.com/terms Privacy Policy: https://iportfolio.ertugrulkucukkaya.com/privacy