Wealth Map vs Holdings

Wealth Map is a private, focused way to track your complete net worth across assets, liabilities, and currencies. See your progress • Explore monthly and weekly wealth highlights in one full-screen stories view • Track total assets, liabilities, and net worth • Explore portfolio history and allocation insights • Set a net worth goal and monitor your outlook • Model LeanFIRE, FIRE, and FatFIRE scenarios Track what you own • Stocks, real estate, crypto, bank deposits, mutual funds, vehicles, and more • Gold, silver, platinum, palladium, and rhodium • Precious-metal weights in troy ounces, grams, kilograms, or ounces • Multi-currency holdings with converted totals Track what you owe • Mortgages, auto loans, credit cards, student loans, and other liabilities • Clear asset, debt, and net-worth summaries • Liability movement included in progress highlights Useful market context • Exchange rates for configured currencies • Supported precious-metal spot prices • Cached rates when a refresh is unavailable Private and portable • No Wealth Map account required • Financial records stay on your device by default • Optional iCloud backup and sync through your Apple account • Export and import a Wealth Map backup • Home Screen and Lock Screen widgets • Configurable portfolio reminders Wealth Map supports English, Hindi, Spanish, Brazilian Portuguese, French, German, Simplified Chinese, and Arabic. Wealth Map provides educational planning information and does not provide financial, investment, tax, or legal advice.

Holdings is a private net worth tracker that brings your entire financial life into one clear picture — month after month. From cash and ETFs to crypto, real estate, and mortgages, track every line of your net worth and watch it grow over time. WHAT YOU CAN TRACK • Bank accounts and cash • Stocks, ETFs, and bonds — with automatic live prices • Crypto • Real estate and property • Mortgages, loans, and other debts HOW IT WORKS • Create your assets once • Update values each month — manual for accounts, automatic prices and FX rates for market assets • See the trend with clean charts, statistics, and allocation breakdowns MULTI-CURRENCY Hold assets in different currencies and see your whole net worth converted to the currency you choose, with up-to-date exchange rates. PRIVATE BY DESIGN Your financial data stays on your device and syncs privately through your own iCloud — across iPhone, iPad, and Mac. No account to create, no servers storing your portfolio, no ads. Lock the app behind Face ID or Touch ID. STAY ON TRACK Optional monthly reminders help you keep your history complete, so your trend line never has gaps. HOLDINGS PRO Unlock deeper insight with a one-time purchase — no subscription: • Global distribution — see which countries your wealth is invested in • Company & sector distribution — see what your stocks and ETFs are really exposed to • Real estate valuation — automatic property estimates from OMI and HPI data • Import & export your whole portfolio as CSV Start building a clear, honest view of your wealth today.