WealthTrunk vs Wealth Forecast

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. 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. 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 third-party connections, external servers, or data harvesting. Enjoy a seamless experience built for Apple's ecosystem. 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

Wealth is a simple, beautiful net-worth and retirement planner that lives entirely on your iPhone, iPad, and Mac. No accounts. No sync to anyone's server. Your numbers stay on your device. Add every account, investment, pension, property and vehicle you own. See your true net worth, your asset allocation across categories, and a year-by-year forecast of where your portfolio is heading — including the year you become mortgage-free, the year your pension becomes accessible, and when you hit £1M, £5M and beyond. KEY FEATURES • Net worth tracking across cash, investments, pensions, property and vehicles • Asset allocation pie with drill-down into every account • 35-year retirement forecast based on your real growth rates and contributions • Wealth milestones — see when you'll cross every major threshold • Mortgage payoff date and progress to mortgage-free • Pension access countdown and 4%-rule retirement income estimate • Monthly value snapshots to track change over time • Currency-aware formatting that respects your locale FREE PLAN Add up to 3 entries in each category — generous enough to model most households. WEALTH UNLIMITED (one-time payment) Unlock unlimited entries in every category, so you can track every account you actually have. One payment, yours forever. Family Sharing supported. PRIVACY Wealth collects zero data and sends nothing off your device. Your portfolio is yours alone. Wealth shows estimates based on the figures and assumptions you enter. It is for informational and planning purposes only and is not financial, investment, tax or legal advice.