Wealth Tracker App vs DecentWealth Portfolio Tracker

Wealth Tracker – Financial & Estate Planning Wealth Tracker is a premium financial management and estate planning application designed to help individuals understand their financial position, plan their future, and organize important financial and estate information in one secure place. A paid subscription is required to access the dashboard and all core features. Users can create an account and complete onboarding before activating a subscription. FEATURES INCLUDED WITH YOUR SUBSCRIPTION Wealth & Net Worth Tracking Track your complete financial picture in one place. • Track assets and liabilities • Real-time net worth calculation • Financial Freedom Score (7-pillar analysis) • Income and expense tracking • Debt amortisation projections Retirement & Goal Planning Plan your financial future with intelligent projections. • Retirement income gap analysis • 4% withdrawal rule calculations • Savings target recommendations • Goal probability forecasting Professional Financial Reports Generate professional reports to understand your financial health. • Financial Health Check Report • Comprehensive Wealth Report • Estate Planning Report • Downloadable PDF reports • Monthly automated email delivery • Send reports to up to 10 recipients Will Creation & Estate Planning Create and manage important estate planning documents. • Guided 7-step will creation process • UK and US will formats supported • Add beneficiaries, executors, and guardians • Download legally formatted will documents • Upload and manage Will & Power of Attorney documents • Encrypted document storage Insurance Management Keep track of your insurance policies. • Register existing insurance policies • Coverage tracking • Insurance quote requests SUBSCRIPTION INFORMATION Wealth Tracker is available through auto-renewable subscriptions: • Monthly Plan • Annual Plan A 7-day free trial may be available for new subscribers. After the trial period ends, the subscription will automatically renew at the selected plan price unless cancelled at least 24 hours before the end of the trial period. Payment will be charged to your Apple ID account at confirmation of purchase. Subscriptions automatically renew unless cancelled at least 24 hours before the end of the current billing period. You can manage or cancel your subscription anytime in your App Store account settings after purchase. Previously purchased subscriptions can be restored using the “Restore Purchases” option inside the app. Pricing may vary by region and will be displayed inside the app before purchase. WILL DOCUMENT DOWNLOAD (OPTIONAL ONE-TIME PURCHASE) Users can create a personalised digital will directly within the app through a guided process. Downloading the legally formatted will document is available as a separate one-time in-app purchase. Once purchased, the will document can be downloaded multiple times. Certain key details may become restricted from editing after purchase to maintain document integrity. SECURITY & PRIVACY Your financial information is protected using industry-standard security practices. • AES-256 encrypted storage • Secure authentication (Apple Sign-In, OTP, biometrics) • GDPR-compliant data handling Privacy Policy https://financialwellness.coach/#/privacy-policy Terms of Use (EULA) https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Know what you own. All of it. DecentWealth gives you a clear view of everything you own: stocks, ETFs, precious metals, property, retirement, savings, and yes, crypto too. The difference? Your data stays on your device. No account to create. No servers storing your finances. No company tracking your wealth. Just you and your phone. DESIGNED AND BUILT FOR iOS Written in Swift and SwiftUI, with no third-party frameworks and no analytics or tracking SDKs of any kind. Nothing here is a web page in a native wrapper. That is why the App Store privacy label reads "Data Not Collected", and why your portfolio still opens with no signal. Widgets, an Apple Watch app with complications on every face style, Face ID and Touch ID, dark mode. Fully localized in 12 languages, every screen, not only the menus. WHAT YOU CAN TRACK - Stocks & ETFs: add buy/sell transactions, see your profit or loss, track dividends - Commodities: Gold, Silver, Platinum, and Palladium — live spot prices in troy oz, grams, or kg - Real estate: your home equity, rental properties, land - Vehicles: cars, motorcycles, boats - Retirement: 401(k), IRA, pension values - Cash accounts: bank savings, linked to the trades you make - Loans & debt: mortgage, car loan, student loans, credit cards - Crypto wallets: Bitcoin, Ethereum, Solana, and more WHY PEOPLE SWITCH TO DECENTWEALTH Your data stays local. Other apps upload your financial data to their servers. We don't. Everything lives on your iPhone, protected by Face ID. No account needed. Open the app and start adding assets. No email, no password, no verification. iCloud sync Want it on your iPad? Turn on iCloud sync. Your data goes through your personal iCloud, still never touches our servers. FOR PEOPLE WHO OWN CRYPTO Networks: Bitcoin, Ethereum, Solana, Polygon, Arbitrum, Optimism, Base, Avalanche, BSC, ZKsync, Linea, Scroll, and more. Just paste your public address or scan a QR code. We fetch your balances automatically. You never share private keys, we don't need them, don't want them. 15,000+ coins recognized with real-time prices. DIVIDEND TRACKING Own dividend stocks? See your passive income grow: - Dividend calendar: upcoming ex-dates and payment dates at a glance - Income summary: what you've received, this year's total, projected annual - Future projections: estimate your income many years out - Yield tracking: compare yield on cost vs current market yield - All dividend data pulled automatically, no manual entry CASH ACCOUNTS Track bank savings in 45 currencies as their own asset class. Sell a stock and the proceeds land in the account you choose. Buy one and it is paid from there. Your cash balance moves the way your money really does, and you still never connect a bank. ANALYTICS THAT MAKE SENSE - See where your money actually is (allocation by asset type) - Sector allocation: your stock portfolio broken down by industry - Monthly performance heatmap: which months made money, which didn't - Chart with filter by time: today, this week, month, year, or all time EXPORT FOR TAXES Export your transactions to CSV or PDF. Pick a date range, download the file, hand it to your accountant. WIDGETS & APPLE WATCH Home screen widgets in three sizes, and lock screen widgets showing your total, the 24-hour change and a chart without unlocking the phone. On Apple Watch, a full app plus complications for every face style. All of it in the currency you picked. 45 CURRENCIES See your wealth in USD, EUR, GBP, JPY, CHF, CAD, AUD, TRY, NGN, UAH, or 35 others. Live exchange rates, updated automatically. Built for people who want their entire financial picture in one private place. Not a portfolio tracker bolted onto an account system, a wealth dashboard that belongs to you. Questions? Reach out: hey@decentwealth.app Terms of Use: https://decentwealth.app/terms Privacy Policy: https://decentwealth.app/privacy