Valora vs Assetly

VALORA - INVESTMENT & PORTFOLIO TRACKER Track your investments in one place and understand what drives your returns. Valora is a global investment tracker and portfolio tracker for stocks, ETFs, funds, crypto, dividends, cash, forex, commodities, term deposits, and custom assets. Follow holdings on the NYSE, Nasdaq, and international markets without connecting a bank or brokerage account. Turn transactions and market data into a clear view of performance, income, and risk. ONE TRACKER FOR YOUR COMPLETE PORTFOLIO • Stock tracker for US and global market holdings • ETF tracker for exchange-traded funds • Crypto tracker alongside traditional assets • Dividend tracker for income history • Funds, cash, forex, commodities, indices, term deposits, and custom assets • Multiple portfolios and currencies BUILD AN ACCURATE INVESTMENT HISTORY Record buys, sells, dividends, cash deposits, and withdrawals with price, fee, tax, venue, and currency details. Add transactions manually, by voice, or through CSV import. Review imports, edit and backdate activity, and move holdings between portfolios. UNDERSTAND PERFORMANCE, NOT JUST PRICES Go beyond a basic stock portfolio or watchlist with analytics designed to explain results: • Portfolio performance and historical return views • Performance stories that explain what changed and why • Benchmark comparisons for broader market context • Asset allocation and diversification insights • Dividend, transaction, asset return, P/E, and beta insights • Portfolio movers, goals, and grouped holding views ASK AI ABOUT YOUR OWN PORTFOLIO Ask Valora's AI Chat about your holdings, performance, or individual assets and get structured answers grounded in your portfolio data. Revisit past chats and turn complex information into clear summaries and key figures. Midday Pulse combines portfolio movement, market benchmarks, relevant news, upcoming events, and concentration-risk context in one daily briefing you can read or listen to. RESEARCH ASSETS AND STAY INFORMED • Search stocks, ETFs, funds, crypto, forex, commodities, and more • Build a watchlist and filter or sort by market, type, and period • Explore price history, news, market data, and portfolio context • Review technical analysis with signals, indicator breakdowns, and plain-language commentary • Set target price alerts and get notified when an asset reaches your level • Follow personalized news, events, market movers, and IPO coverage where available CONTROL WITHOUT SHARING BROKER CREDENTIALS Valora is manual-first: you decide what enters each portfolio. No bank password or broker connection is required. Start with email or anonymously, then protect access with a recovery code, PIN, biometrics on supported devices, and Sensitive Mode. MAKE VALORA YOURS Choose your default currency, language, theme, landing screen, market view, chart preferences, notifications, and widgets. VALORA PRO Unlock expanded limits, advanced analytics and charts, AI-powered interpretation, additional metrics, and more with Valora PRO. Whether you need an investment tracker for a growing stock portfolio, an ETF tracker for long-term holdings, a dividend tracker for income, or a multi-asset portfolio tracker, Valora helps you record, monitor, and understand your investments with confidence. IMPORTANT DISCLAIMER Valora is a portfolio tracking and information tool. It does not provide investment advice and does not facilitate trading. Market and analytical information may be delayed or incomplete and should not be the sole basis for an investment decision. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Assetly is the all-in-one portfolio tracker for everything you own: stocks, crypto, property, gold, and more — all in one place. Stop juggling broker apps, spreadsheets, and half-forgotten crypto wallets to work out what you're actually worth. Assetly connects to your brokers and exchanges, keeps your holdings up to date automatically, and gives you real-time prices, live P&L, and a clear view of your entire financial picture. AUTOMATIC BROKER SYNC Connect Trading 212, Interactive Brokers, Coinbase, and Kraken — positions, cash, and dividends update automatically Track cold-storage crypto wallets: just paste a Bitcoin address or xpub, Ethereum, or Solana address Read-only API keys that you control, stored securely in your iPhone's Keychain — no aggregators, no middlemen CSV and Excel import for every other broker, including SwissBorg, Hargreaves Lansdown, Fidelity, Robinhood, and DEGIRO PORTFOLIO TRACKER FEATURES Stocks, crypto, property, gold, watches, and custom assets — all in one place Real-time portfolio tracking across all your accounts Multiple portfolios: brokers, exchanges, wallets, manual assets Today's performance at a glance: gains, losses, and diversification Price alerts when assets hit your targets Dividend tracker across all your portfolios Stock news and market updates to stay on top of your investments Multi-currency support with live FX conversion Home screen widget for instant wealth overview Watchlist to monitor assets you don't yet own Export your data as CSV anytime Your data is encrypted and syncs privately across your devices. We never sell your information. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/