Net Worth Tracker vs PortiFi

NetTrack consolidates every account - bank, card, brokerage, crypto, and manual - into one dashboard. Track your net worth, budgeting, cash flow, and investments in real time, with AI-powered insights that explain what changed and why. With automatic account syncing and multiple daily snapshots, your financial picture is always current and accurate. Key Features • Net Worth Tracking Visualize and monitor your assets, liabilities, and investments at a glance. • Budgeting Create envelope-style budgets by category, track spending in real time, and see exactly where your money is going each month. • Cash Flow Analysis View income vs. expenses, calculate your savings rate, and understand where your money went. • Investments Track every holding with portfolio value, cost basis, gain/loss, and rate of return. • Home Screen Widgets Net worth, cash flow, savings rate, and goal progress at a glance on your home screen, updated automatically all day. Pick the time range per widget, with privacy mode respected. • Savings Goals Set goals, assign accounts to fund them, and watch progress update as your balances grow with projected completion dates. • Portfolio Analysis Break down your portfolio by sector, industry, and country to understand allocation and exposure. • Financial Health Score A single 0–100 score across savings rate, net worth growth, debt-to-asset ratio, emergency runway, and spending stability - plus a one-line summary showing which factor impacts your score the most. • Projections Model where your net worth is headed. Adjust monthly contributions, return assumptions, and inflation to compare real vs. nominal growth over time. • AI Chat & Insights Ask questions about your net worth, spending, and savings. Get instant personalized answers plus weekly and monthly financial insights. • Recurring Transactions Identify recurring charges and upcoming expenses so you can plan ahead. • Transactions & Account Details View balances and activity across every account in one place. • Households Securely invite your partner or family members to manage and track your combined finances together. • Automatic Account Sync Secure, reliable account connections that stay connected - without constant reauthentication. • Bank-Level Security Your data is encrypted and protected with industry-standard security and privacy practices. Take control of your financial future with NetTrack. Learn more: https://nettrack.me/about

Import assets without a brokerage login. Track your portfolio, net worth, and every asset in one private iPhone app. PortiFi helps self-directed investors organize stocks, ETFs, crypto, cash, real estate, vehicles, collectibles, liabilities, and other holdings without the clutter of a generic finance app. See what you own, import holdings quickly, and review informational portfolio insights while staying in control of your data. TRACK EVERY ASSET - View stocks, ETFs, crypto, cash, and real estate together with vehicles, trading cards, sneakers, precious metals, and manual assets - Track liabilities and debts alongside assets for a true net worth - See portfolio value, allocation, holdings, watchlists, and price alerts - Review performance and allocation without bouncing between spreadsheets IMPORT YOUR WAY - Scan a brokerage screenshot with on-device OCR - Import CSV, OFX, QFX, or PDF brokerage files - Scan a VIN to add a vehicle with an estimated market value - Scan trading cards, sneakers, or barcodes to add collectibles with resale price lookups - Add holdings manually when you do not want to connect an account - Track public crypto wallet addresses when you choose STAY ON TOP OF IT - Set price alerts on the assets you care about - Add Home Screen widgets and Live Activities for your portfolio - Compare performance against market benchmarks and review sector breakdowns - Estimate the tax impact of a sale before you make it PRIVATE ON-DEVICE INSIGHTS PortiFi's portfolio insights run on your iPhone. They help you review diversification, concentration, cash allocation, volatility, and rebalancing drift for informational purposes. Your portfolio data is not sent to a cloud AI model. PRIVACY-FIRST BY DESIGN - Sensitive financial fields, including quantities, cost basis, notes, transactions, and liabilities, are encrypted before cloud sync - Camera scans and OCR run locally with Apple's Vision framework - No ads, no data selling, and no IDFA tracking - Optional iCloud backup stores encrypted portfolio backups in your private iCloud database; cross-device restore requires iCloud Keychain BUILT FOR CONTROL Use PortiFi as a manual portfolio tracker, a net worth dashboard, a stock and crypto tracker, or a place to monitor alternative assets. Import by screenshot or file, add holdings yourself, and use direct connections only when they make sense for you. PORTIFI PRO PortiFi is free to download. PortiFi Pro is an optional auto-renewing subscription for premium limits and Pro features. Pricing and trial availability are shown in the app before purchase and are managed through your Apple ID. PortiFi is built for investors who want clarity, speed, and privacy across stocks, crypto, and alternative assets. Portfolio insights and tax estimates are for informational purposes only and do not constitute financial, investment, tax, or legal advice. Market data may be delayed. Terms of Use: https://portifi.app/terms Privacy Policy: https://portifi.app/privacy