MyFirstPortfolio vs Assetly

MyFirstPortfolio is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator

Assetly gives you a single, clear view of everything you own — across stocks, cash, crypto, property, and more. No broken connections. No selling your data. Just one place to understand your financial life. Most finance apps track accounts. Assetly tracks your balance sheet. Assetly is a manual-first, privacy-focused portfolio and net worth tracker designed for people who want clarity without complexity. Instead of juggling multiple apps for different assets, Assetly lets you log everything in one place — listed and unlisted — and see your true financial picture at a glance. Use Assetly to track: • Stocks, ETFs, funds, crypto • Cash and bank balances • Property and real estate • Super / pension • Private or local assets • Loans and liabilities Why manual entry? Because automated connections break, require constant re-authentication, and often miss assets that matter. Assetly uses smart assisted entry: • Search and autocomplete assets • Auto-fill prices where available • Gentle reminders for assets that don’t update automatically You stay in control. Your data stays with you. Upgrade to Assetly Pro to unlock deeper insight: • Unlimited holdings • Multiple portfolios • Risk & diversification analysis • Geographic exposure breakdown • Daily or custom reminders • Long-term portfolio history Assetly Pro is for people who want to understand how their financial picture evolves over time, not just log numbers. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://petalite-ruby-01c.notion.site/Privacy-Policy-for-Assetly-2f816acec92180649e77fc639d0fa69d?source=copy_link