WealthTrunk vs NOVOX

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

Connect your bank and broker. Track spending, net worth, real estate, crypto, and investments in one intelligent dashboard. NOVOX gives you complete clarity over your financial life — automatically, securely, and in real time. CONNECT YOUR ACCOUNTS IN SECONDS Link your bank and brokerage accounts with secure, read-only access through trusted providers. Your credentials are never stored. Balances, transactions, and investments sync automatically the moment you connect. · Connect bank accounts securely · Link brokerages and investment accounts · Crypto holdings from connected exchanges · Add real estate, savings, and manual assets · Track loans, mortgages, and credit cards TRACK YOUR NET WORTH IN REAL TIME See your complete financial picture — cash, investments, real estate, crypto, and liabilities — in one dashboard that updates as the market moves. · Real-time net worth tracking · Every asset and liability in one place · Net worth history and trend charts · Month-over-month change breakdown TRACK SPENDING AND CASH FLOW NOVOX automatically categorizes your spending, detects recurring bills and subscriptions, and visualizes your monthly cash flow. · Auto-categorized spending · Monthly income-vs-expense cash flow view · Subscription and recurring-payment detection · Set a budget per category and track it MANAGE YOUR PORTFOLIO WITH CLARITY Track your investments across every connected account. Monitor performance, understand your allocation, and follow the markets — all from one screen. · Portfolio performance and allocation breakdown · Stocks, ETFs, crypto, and multi-asset tracking · Real-time market data and watchlists · Top gainers, losers, and movers · Detailed symbol analysis and news REAL ESTATE PORTFOLIO TRACKING Add any property and track its value, rental income, mortgage balance, and ROI alongside your investments and cash. · Property value and appreciation tracking · Rental income and expense monitoring · Mortgage balance and amortization schedule · Real estate ROI in the context of total net worth AI-POWERED FINANCIAL INTELLIGENCE NOVOX doesn't just show you numbers — it helps you understand them. Your built-in AI assistant analyzes your finances, flags risks, and surfaces opportunities, then answers your questions in plain language. · Detect spending patterns and anomalies · Flag financial risks before they grow · Surface opportunities to save and optimize · Personalized insights based on your real data · Ask anything — like a financial advisor in your pocket PLAN YOUR FINANCIAL FUTURE Set goals, track your progress, and see your overall financial health at a glance. · Savings and investment goal tracking · Progress monitoring over time · Financial health score with component breakdown BUILT FOR THE WAY YOU LIVE · 7 languages, including full Arabic (right-to-left) support · Display your wealth in 14 currencies · Export and share polished PDF wealth & cash-flow reports · Clean, fast, and built for modern financial life SECURITY AND PRIVACY Your security is non-negotiable. NOVOX uses bank-grade encryption and read-only connections through trusted providers, and never stores your banking credentials. · AES-256 encryption · Read-only account access · Biometric app lock (Face ID / Touch ID) · Credentials never stored WHY NOVOX? · Bank, broker, real estate, and crypto in one dashboard · Real-time net worth and spending tracker · AI-driven insights and financial intelligence · Private, secure, and multilingual Whether you're an investor, a professional, or just getting started — NOVOX adapts to your needs and grows with you. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/