Stock Inventory vs Hellion

Track all your stock investments across multiple brokerages in one beautiful, secure app—without sharing your portfolio information or account credentials with anyone. Stock Inventory gives you complete control over your stock portfolio data while delivering real-time insights into your performance, dividends, and allocation. KEY FEATURES Real-Time Stock Portfolio Tracking • Monitor total value, cost basis, and gains across all your stock brokerage and retirement accounts using any ticker symbol • Track current stock price and performance with interactive scrubbable charts (5D, 3M, YTD, 1Y, 5Y)—see highest price and price changes at a glance • Identify tickers instantly with logos for thousands of companies, ETFs, and mutual funds (Vanguard, Fidelity, iShares, Blackrock, Charles Schwab) • Learn about your recent movers and top gainer stocks easily in an animated summary view • Dig into your portfolio growth statistics, split out by account or individual stock ticker • Learn from beautiful and insightful total portfolio visualizations with line, area, and pie charts Dividend Income Tracking • Automatic dividend estimates for all holdings • See your total annual dividend income at a glance • Monitor dividend yield across your portfolio Privacy-First Design • Military-grade AES encryption for all data • Stored securely on your device—not in the cloud • No account credentials required Intuitive Interface • Built for iOS with native SwiftUI • Dark mode optimized • Haptic feedback and smooth animations • Drag to explore detailed chart data Smart Organization • Filter by account (Brokerage, IRA, etc.) or ticker • Multiple sorting options: value, total gains, percent gains, price, quantity • Quick access to top performers and recent movers Data Portability (Pro) • Export your data to JSON or CSV • Import from spreadsheets • Ad-free experience WHO IT'S FOR Perfect for dividend investors, buy-and-hold investors, and anyone managing stocks across multiple brokerages who values privacy and wants a consolidated view without linking bank accounts. GET STARTED Simply add your purchases manually—ticker, quantity, price, and date. Stock Inventory handles the rest, fetching current prices and calculating your performance automatically. Upgrade to Pro for export features and an ad-free experience.

HELION is your personal finance companion, designed to give you a clear view of your money in one place. Track your income and expenses, plan budgets, manage debts, build savings, monitor subscriptions, and keep an eye on your assets and overall net worth. ### YOUR FINANCES AT A GLANCE See the bigger picture from a simple dashboard. Understand your balances, cash flow, spending, savings, debts, and financial health without jumping between different tools. ### TRACK INCOME & EXPENSES Record your transactions and organize them by category to understand exactly where your money comes from and where it goes. ### PLAN YOUR BUDGET Create monthly budgets, compare planned and actual spending, and stay aware of your financial limits throughout the month. ### REACH YOUR SAVINGS GOALS Create savings goals, track contributions, and see your progress as you move closer to what you're saving for. ### MANAGE YOUR DEBTS Keep your debts organized, monitor outstanding balances, and track your repayment progress. ### CONTROL SUBSCRIPTIONS Keep recurring payments and subscriptions visible so you always know what you're paying for. ### TRACK YOUR ASSETS & NET WORTH Add and manage your assets to get a more complete picture of your financial position and how it changes over time. ### UNDERSTAND YOUR MONEY Explore financial trends and spending patterns to make more informed decisions about your money. HELION brings the important parts of personal finance together in one simple, modern experience. **Track. Plan. Save. Grow.**