WealthTrunk vs Alterac Worth

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

Alterac Worth is a net worth tracker built to help you understand your financial progress over time. Add your assets, debts, and notes, then turn your history into charts, statistics, projections, goals, achievements, AI reviews, and annual reports. It is designed for people who want the benefits of a personal finance spreadsheet without having to maintain one. Track your net worth regularly, review how it changes, and see a clearer picture of where you stand. *** AI-powered insight *** Users can generate an AI Net Worth Review that analyzes their entry history and turns the numbers into an easy-to-read report. Use it to spot momentum, understand recent changes, and get practical next steps based on the data you have entered. *** Why it feels better *** • See your full financial picture - track assets, liabilities, and total net worth in one place • Understand your progress - charts and statistics help you see growth, volatility, and trends • Plan ahead - projection tools estimate where your net worth could be in the future • Work toward goals - set a target net worth amount and track progress over time • Group related accounts - use asset and liability tags for categories like Investments, Debt, Cash, or Real Estate • Stay motivated - achievements reward consistency, recovery, growth streaks, goals, backups, and milestones • Keep your data useful - import history, export backups, and monitor backup health *** Track what matters *** Each entry can include: • Entry date • Optional notes • Assets, such as cash, investments, home equity, vehicles, or custom categories • Liabilities, such as loans, credit cards, mortgage debt, or custom categories You can make a quick simple entry or add detailed assets and liabilities when you want deeper charts and reports. *** Insights beyond the basics *** Alterac Worth helps you understand your numbers from multiple angles: • Net worth change over time • Asset and liability breakdowns • Tag-based charts • Advanced statistics • Average and compound growth rates • Standard deviation • R-squared trend fit • Entry-to-entry change • Asset mix over time • Interactive chart values Users can also generate annual PDF reports with yearly highlights, net worth movement, achievements, goals, and detailed asset and liability context. *** System features *** Use Home Screen widgets, Lock Screen widgets, Shortcuts, Siri, Spotlight, and quick actions to keep Alterac Worth close to your everyday workflow. *** Free and Premium *** Alterac Worth includes free net worth tracking for up to 12 entries. Upgrade to Premium to unlock: • AI net worth reviews • Annual PDF reports • Net worth projections • Advanced statistics • Projection confidence with R-squared • Unlimited net worth entries • Asset and liability tracking charts • Asset and liability tags • Tag-based charts • Entry-to-entry change charts • Asset mix charts • Interactive chart values • Default chart date ranges • Custom Home sections • Import history • Export backups • Backup health tracking • Premium achievements • A 7-day free trial Premium is available as a monthly or yearly subscription. *** Who it is for *** • People who track net worth monthly or quarterly • Spreadsheet users who want something simpler on their phone • Anyone working toward financial independence • People paying down debt and building assets • Anyone who wants to understand their financial trend over time *** Legal *** Terms of Use: https://alteracsoftware.com/alterac-worth/terms-of-use Privacy Policy: https://alteracsoftware.com/alterac-worth/privacy-policy EULA: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/