Valora vs Wealth Tracker

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/

Wealth Tracker gives you a clear picture of your net worth — every asset and liability in one place, tracked over time. VALUES WITH DATES Every balance you enter is recorded for a day: today, the end of last month or any date you choose. Enter a statement late and it still lands on the right date. Each holding keeps its own value history, so you can see how it has changed, fix an old entry or add a past value — and it's always clear whether you're changing the current value or an earlier one. HISTORY THAT BUILDS ITSELF Your net worth chart updates automatically every time a value changes. Look back over 1 month, 3 months, a year or your whole history, and tap any date to see what changed. MONTHLY CHECK-IN Update all your balances in one go. Wealth Tracker reminds you when holdings haven't been updated for a while, so your history stays accurate. HOLDINGS Track property, savings, pensions, investments, crypto, vehicles and valuables alongside mortgages, loans and credit cards. Holdings are grouped by category with subtotals, and your allocation is shown at a glance. MULTI-CURRENCY Hold accounts in any currency. Everything is converted to your base currency at live exchange rates, and past values use the rate from their own date. LIVE PRICES Add how many shares or coins you hold and the value follows the market price automatically. BANK CONNECTION (UK) Optionally connect your bank through a regulated open-banking provider to import balances. Wealth Tracker only reads balances and never sees your bank login. GOALS AND PROJECTIONS Set net worth goals, see whether you're on track, and project where your wealth is heading. PRIVATE BY DESIGN Use the app without an account — your data stays on your device. Sign in to back it up and use it on the web. We never sell your data. FREE • Up to 5 holdings you add yourself (connected bank accounts don't count) • Dated values and value history • Net worth history for the last 3 months • Allocation and goals PREMIUM • Unlimited holdings • Live stock and crypto prices • Any currency with live exchange rates • Your full net worth history • Future projections • Export all your data Premium is available monthly, yearly or as a one-time lifetime purchase. Prices are shown in the app in your local currency. Subscriptions renew automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel anytime in Settings › Apple ID › Subscriptions. Terms of Use (EULA): https://wealth.wolftechnologies.co.uk/terms.html Privacy Policy: https://wealth.wolftechnologies.co.uk/privacy.html