WealthTrunk vs Selium Performance CE

WealthTrunk is a purpose-built tool to manually track your net worth. Built for simplicity, updating account balances takes just a few seconds so you can spend less time managing your finances and more time understanding them. Organize all of your accounts by family member, track your wealth journey over time, generate professional reports, and project your path to financial independence. Perfect for individuals, couples, or families who want complete financial clarity and easy communication without compromising privacy. WealthTrunk is packed with features not typically found in a spreadsheet or budgeting app. Privacy by Design WealthTrunk stores everything in your personal iCloud account using Apple's CloudKit technology. We never see, access, or collect your financial information. No bank connections, third-party access, external servers, or data harvesting. Enjoy a seamless experience built for Apple's ecosystem. Getting started is simple. Add a personal profile and tell us about your first financial account, and WealthTrunk creates a personalized dashboard showing net worth, account growth, and future projections. And since it's purposefully built for Apple devices, your data syncs seamlessly across iPhone, iPad, or Mac. Track - Beautiful charts show your net worth and account growth over time. - Manually record balances to chart your financial journey, no external connections or bank data. - Create Goals that automatically keep your net worth, savings, or debt payoff front and center. - Home screen widgets help you stay on track. - Optionally track Stocks, ETFs, Crypto, and other assets with live market data. - Supports multiple currencies across accounts. Organize - Create separate profiles for each family member and organize accounts by person. - Generate professional PDF Net Worth Statements with charts, account details, and important records. - Control privacy with show/hide options for sensitive information. - Store financial records, contacts, and notes in one place. - Filter view by individual or family members to see everything together. - Add account nicknames and notes to keep everything clearly organized. Share & Communicate - Generate professional PDF reports perfect for financial discussions with your partner. - Create financial summaries for trusted contacts or family members in case of emergency. - Import or Export data via CSV. - Perfect for annual financial reviews, estate planning, or teaching kids about money. Project - Set retirement timelines and see projected future net worth. - Track your progress to financial independence, with FIRE and Coast FIRE projections. - Add monthly contributions and expected returns for forward-looking insights. - Adjust scenarios to see how different strategies impact your future. No Ads WealthTrunk is designed with the sole purpose of helping you organize and track your finances. We'll never interrupt your experience with ads or try to sell you products you don't need. Subscription Details WealthTrunk offers a free tier that covers the essentials for tracking and sharing your net worth. Add accounts, record balances, chart your net worth, and generate a PDF statement. If you have a simple financial picture, this may be all you need. Pro raises the account limit, unlocks additional dashboard charts and insights, and removes a few banners. Subscribing supports development and keeps the app ad-free. If you cancel your subscription, you keep all your data. View it, export it, and resubscribe at any time to add more accounts or update balances. Music by: Bensound.com/royalty-free-music License code: XSCF94MLJYGCALBB Artist: : Benjamin Tissot Terms of Use: https://wealthtrunk.app/Terms_of_Service.html Privacy Policy: https://wealthtrunk.app/Privacy_Policy.html

Selium Performance CE Portfolio Analytics for Clients Performance CE is the client-facing companion app to Selium Performance. It provides secure, read-only access to portfolio performance metrics, allowing traders, fund managers, or financial professionals to share account data with clients in a simple and professional format. • No login or sign-up required – clients receive a unique access code from their manager. • Private & anonymous – only portfolio metrics are shown; mental state data is not shared. ________ Key Features • Read-only access to account performance • View balance, equity, return, and drawdown • Daily, weekly, and monthly performance charts • Visualize portfolio trends over time • Safe & secure – no trading or editing possible ________ How It Works Your trader or fund manager will provide you with a unique access code. Enter this code in the app to view your portfolio’s analytics in real time. Mental state or psychological data is never shared. The app is designed solely to inform, without distractions or unnecessary complexity. ________ Who It’s For • Private clients of trading professionals • Fund investors seeking portfolio visibility • Family offices and boutique funds ________ Selium Performance CE brings clarity, privacy, and control to client communication. Your performance. Clearly delivered. Note: This is a companion version of Performance, intended for clients. Setup and access must be configured by your portfolio manager using the Performance app. Layout is configured by your portfolio manager and some items may differ from the screenshots above. By using this app, you agree to Apple’s Standard End User License Agreement (EULA), available at: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/