TradeFlex vs NQ100 Portfolio Notes

Trade Flex — A Flexible Trading Journal and Portfolio Management Tool Trade Flex is a professional trade journal designed for investors and traders. It helps you record and organize trades across markets and currencies, giving you full clarity over your portfolios. Key Features Multiple Portfolios: Manage stocks, crypto, funds, and more with independent portfolios. Fast Input System: Log a trade in seconds — calculations are handled automatically. Flexible Fee Rules: Create custom commission models to reflect real costs. Dividends & Cost Basis: Record dividends and calculate diluted average prices automatically. Swaps & Complex Trades: Handle exchanges, swaps, and position changes with ease — perfect for crypto. Short Selling & Sub-Positions: Track short trades and create sub-positions for the same symbol. Strategy Tags: Tag trades and analyze results to validate strategies. Profit & Loss Analysis: Review P/L by time range or closed positions for quick evaluation. Cash Flow Management: Track deposits and withdrawals in multiple currencies, always know your cash position. Custom Assets: Add and update any asset, even those not listed on exchanges. Linked Data Updates: Edit any historical trade — subsequent records are adjusted automatically. Privacy First: All data is stored locally on your device. No accounts, no cloud, full control of your privacy. Additional Features Customizable themes with light & dark mode Supports multiple languages for global users Multiple charts and analytics to review your trading performance No ads — focused on a clean and distraction-free experience Trade Flex empowers you to record and manage trades with full flexibility — whether you’re a professional trader or an individual investor. 【Automatic Renewal Premium Membership Service: TradeFlex PRO】 Unlock the full potential of TradeFlex with the PRO membership: • Multi-portfolio management • Multiple Positions • Unlimited Transactions • Real-time Price Update • Choose multiple color themes Subscription Information: • Length: Monthly or Annual • Price: Displayed in-app before purchase • Payment will be charged to your Apple ID account at the confirmation of purchase. • Subscription automatically renews unless canceled at least 24 hours before the end of the current period. • You can manage or cancel your subscription anytime in your App Store account settings after purchase. • Privacy Policy: https://docs.tradeflex.app/privacy.html • Terms of Use: https://docs.tradeflex.app/terms.html

- Asset Management: Supports multiple asset types, including stocks, funds, cash, and more, all managed in one place - Asset Recording: Allows users to enter asset quantities and prices, with automatic calculation of holding market value - Asset History: View asset trends by day, week, month, or year - Financing and Loan Records: Supports recording financing or borrowing activities to help users understand their capital structure - Rebalancing Support: Provides simple adjustment references based on asset allocation - Data Export: Supports exporting to Excel and PDF for backup and analysis Design Philosophy We aim to provide a simple and clear asset management tool so users can focus on long-term planning rather than short- term market fluctuations. Privacy Notice All data is stored locally on the device only and is not uploaded to any server. Please remember to back up your data regularly. Disclaimer This app is intended only for asset recording and analysis and does not constitute investment advice. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/