WealthRoots vs Portfolio Snapshot

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/

Portfolio Snapshot is a simple, elegant way to track your stock portfolio right from your iPhone. TRACK YOUR INVESTMENTS Add your stock holdings by entering the ticker symbol, number of shares, and purchase price. Optionally record the purchase date for your reference. REAL-TIME PRICE UPDATES Pull to refresh and get current market prices powered by Twelve Data. See your portfolio value update instantly with the latest stock prices. GAIN & LOSS TRACKING Watch your investments grow (or learn from the losses). Portfolio Snapshot calculates your gain or loss for each holding and your total portfolio—in both dollars and percentages. PRIVACY FIRST Your portfolio data never leaves your device. No account required. No sign-up. No cloud sync. Just you and your investments, stored securely on your iPhone. FEATURES: - Add unlimited stock holdings - Real-time price data from Twelve Data - Automatic gain/loss calculations - Support for fractional shares (up to 4 decimal places) - Optional purchase date tracking - Clean, native iOS design - Dark mode support - No account or sign-up required - 100% local storage - your data stays on your device PLEASE NOTE: - Market data may be delayed and is provided by Twelve Data - This app is for informational purposes only - Not financial advice - please consult a professional for investment decisions Download Portfolio Snapshot today and take control of tracking your investments - simply and privately.