Assets allocation vs Fundly AI

Asset allocation is one of the key pillars of successful investing. However, most people tend to focus on the returns of individual investments, which often leads to several problems: 1. People are more willing to publicize a single successful investment while ignoring other (often multiple) losing ones, resulting in an overall erosion of assets. 2. Even when there is an exceptionally successful investment, because the capital invested usually represents only a small portion of total assets, it brings only a limited increase to overall wealth. In short, it’s seeing the trees but missing the forest. allocrafter brings your attention back to what truly matters: your assets and your asset allocation. By combining simple record-keeping with the handy tools provided by allocrafter, you’ll gain a whole new perspective. You’ll focus more on changes in your overall assets rather than the gains and losses of individual investments; you’ll find direction and clarity from asset allocation instead of the frustration that comes from riding the ups and downs of the market. Download and try it now. With continued use, you’ll experience remarkable changes. Features: 1. Automatic / manual stock price updates 2. Create asset snapshots and compare past and current allocations 3. Analyze asset allocation by category (e.g., currency or asset type); customizable categories 4. Net worth trend charts, with comparisons to the S&P 500 and the Taiwan Weighted Index 5. Export / import assets (XML format) 6. Simulation mode — estimate results after asset changes

Fundly - Simple Expense Tracking Track your spending effortlessly with Fundly, a clean and intuitive expense tracker designed for everyday use. Key Features: Quick expense entry with custom categories Attach receipt photos to any transaction Filter by date range and transaction type Export your data to CSV for analysis Beautiful dark mode support All data stored locally on your device Whether you're managing personal finances or tracking business expenses, Fundly helps you stay organized without the complexity of traditional budgeting apps. Privacy First Your financial data never leaves your device. No account required, no cloud sync, no tracking. Perfect for anyone who wants to understand where their money goes without complicated features getting in the way.