WealthRoots vs Just Portfolio

WealthRoots – Your All-in-One Wealth Tracker WealthRoots is a comprehensive asset and investment tracking app tailored for Jamaicans. Securely consolidate all your financial information – from real estate to stocks – in one place. Track your net worth, monitor assets, and gain valuable insights with ease, all through a single app. Key Features • Real Estate & Property Tracking: Keep tabs on property values and home equity. • Vehicle Asset Management: Monitor your cars’ values, maintenance, and depreciation. • Jewelry & Valuables Catalog: Catalog your jewelry, artwork, and collectibles with current valuations. • JSE Stock Tracking: Follow your Jamaica Stock Exchange investments with basic tracking tools. • Cash & Bank Accounts: Stay updated on balances across cash holdings and bank accounts. • Portfolio Performance Insights: Visualize your overall net worth and asset performance over time. • Smart Alerts & Notifications: Receive timely alerts for asset value changes and important updates. • Secure Data Encryption: Bank-level security ensures your sensitive data remains private. • Multi-Currency Support (JMD & USD): Manage assets in Jamaican Dollars or US Dollars. • Offline Access: Access key financial data even without an internet connection. Ideal For WealthRoots is perfect for: • Jamaican investors and asset holders • Real estate investors • Car & vehicle owners • Collectors of valuable items (e.g., jewelry, art) Subscription Required (7-Day Free Trial) Please Note: WealthRoots requires an active subscription to unlock and use all features. New users receive a 7-day free trial to explore every feature risk-free. Choose a Monthly or Yearly plan to continue with unlimited access after the trial. You can cancel anytime (The annual plan offers greater savings.) Subscription Details: • Payment is charged to your Apple ID account at the end of the 7-day free trial, unless you cancel at least 24 hours before the trial ends. • Subscription auto-renews (monthly or yearly) unless auto-renew is turned off at least 24 hours before the end of the current period. • You will be charged for renewal within 24 hours prior to the end of the current period, at the same cost as your chosen plan. • Manage or cancel your subscription anytime via your Apple ID account settings. • Any unused portion of the free trial will be forfeited if you purchase a subscription before the trial period ends. Take control of your financial future – download WealthRoots today and start your 7-day free trial! The WealthRoots Watch App requires the WealthRoots iPhone app with a signed-in account to display portfolio data. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://phoenixdgtl.com/wealthroots-privacy-policy/

ust Portfolio is a straightforward stock portfolio tracker designed for long-term investors who value clarity over complexity. KEY FEATURES • Portfolio Overview Track your total portfolio value and profit at a glance. See all your holdings organized by ticker with real-time performance metrics. • Transaction Management Record your stock purchases with details like ticker symbol, quantity, purchase price, and date. Edit or delete transactions anytime. • Real-Time Price Updates Automatic price updates from Yahoo Finance keep your portfolio current. Pull to refresh or force refresh to get the latest market data. • Analytics View your portfolio broken down by year with detailed profit/loss calculations. Track holding periods for each investment. • Tax Period Tracking (Czech Republic) For investors in Czech Republic: automatically track the 3-year holding period required for tax-free capital gains. • Data Management Export your portfolio data as JSON for backup or analysis. Import previously exported data to restore your portfolio. • Privacy First All your data stays on your device. No account required, no cloud sync, complete privacy. PERFECT FOR • Long-term investors focused on buy-and-hold strategies • Anyone who wants to track their stock investments without overwhelming features • Investors who value data privacy and local storage WHAT YOU WON'T FIND • Trading features or real-time charts • Social features or investment advice • Ads or subscription fees Just Portfolio does one thing well: help you track your stock investments with clarity and simplicity.