WealthTrunk vs Vaultify | Wealth Tracker

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

Vaultify is the personal finance dashboard built for investors who hold assets across multiple institutions — stocks, ETFs, bank accounts, gold, and more — and want to see everything in one place, in real time. Stop switching between your brokerage app, your bank app, and a spreadsheet. Vaultify connects to your accounts and aggregates your entire financial picture into a single, beautifully clear dashboard. WHAT VAULTIFY DOES Vaultify pulls together your balances, holdings, and positions across all your linked accounts and displays your total net worth — converted into your preferred currency — updated every time you open the app. KEY FEATURES • Net Worth Dashboard — See your total wealth at a glance: equities, cash, gold, and all connected accounts rolled up into one number. • Portfolio Tracking — View all your brokerage holdings and positions across institutions, with P&L, gain/loss, and allocation breakdowns. • Bank Account Aggregation — Connect your bank accounts via secure open banking (PSD2). Vaultify reads your balances — it cannot move your money. • Brokerage Integration — Link your brokerages and see live positions, holdings, and performance without entering them manually. • Manual Asset Entry — Add gold, real estate, or any other asset manually and include it in your net worth calculation. • Transaction History — Unified view of transactions across all your linked banks in one scrollable feed. • Multi-Currency Support — Hold accounts in different currencies? Vaultify converts everything into your base currency using live FX rates. BUILT FOR SECURITY Your security is our priority: • Bank-level encryption for all stored credentials • Read-only access — Vaultify can never initiate transfers or trades • App PIN lock for an extra layer of protection PRIVACY BY DESIGN Vaultify does not store your bank balances or transaction data on our servers. That data is fetched live from your institutions each time you open the app and is never written to our database. You are always in control. GET STARTED Join the growing community of investors who have unified their financial life with Vaultify. Sign up in seconds — no credit card required. Questions? Reach us at support@vaultify.app Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://vaultify.app/privacy