DecentWealth Portfolio Tracker vs Private Portfolio Tracker

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, with 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 - Interactive Brokers: trades, dividends and cash, synced automatically 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

Track your entire net worth privately. No bank logins. No Plaid. No data harvesting. Private Portfolio Tracker keeps everything on your device by default. THE PROBLEM Every other portfolio tracker asks for your bank credentials. They route through third-party aggregators like Plaid and Yodlee, creating a chain of companies with access to your complete financial history. If there is a breach, your data is exposed. Even without a breach, many apps monetize your transaction data through analytics partnerships. THE SOLUTION Private Portfolio Tracker takes a fundamentally different approach. You enter your holdings manually or import CSV exports from your brokerage. No credentials leave your device. No third-party aggregator ever sees your data. Everything is stored locally by default, with optional iCloud sync when you want it. KEY FEATURES - Portfolio Dashboard — See your total portfolio value across all portfolios, accounts, and holdings at a glance with smart formatting for large values - Interactive Portfolio Charts — Scrub through your portfolio history with responsive charts - Asset Allocation Visualization — Interactive donut charts reveal portfolio concentration and balance across asset classes - True Investment Returns (XIRR) — Annualized return calculations that separate real gains from deposits, giving you an accurate picture of investment performance - CSV Import — Import from US and European brokerages with smart delimiter detection, US/European date and number formats, automatic column mapping, and Finder drag & drop on Mac - Native Mac App — Keyboard shortcuts (Cmd+N, Cmd+Shift+E, Cmd+,), Finder drag & drop for CSV import, proper window resizing, and macOS Settings. Not "Designed for iPhone" — a real Mac app - Home Screen & Lock Screen Widgets — Check your total portfolio value at a glance without opening the app - EU & UK Account Types — Track ISA, SIPP, ISK, PEA, and other region-specific tax-advantaged accounts alongside US 401(k) and IRA - Multi-Currency Portfolios — Set a base currency (USD, EUR, GBP, CHF, SEK, CAD, AUD, JPY, and more) and track holdings in any currency. Net worth, allocation, and XIRR all auto-convert to your base currency - Bundled Exchange Rates — No internet required. Exchange rates ship with the app and work completely offline. Override any rate in Settings → Exchange Rates, or reset to defaults at any time - Unrealized Gain/Loss Tracking — See exactly how each holding is performing with color-coded gain/loss indicators HOW IT WORKS 1. Create a portfolio (e.g., "Retirement", "Taxable") 2. Add accounts within each portfolio (401k, IRA, ISA, SIPP, ISK, Brokerage) 3. Enter holdings manually, import via CSV, or drag & drop a CSV from Finder (Mac) 4. View your net worth, asset allocation, and investment returns PRICING Free: - 1 portfolio, 3 accounts, 20 holdings - 12 Snapshots - 90 Day chart history - CSV import/export Pro ($24.99/year or $79.99 lifetime): - Unlimited portfolios, accounts, and holdings - Unlimited snapshots - Unlimited chart history - JSON Export - Support independent development PRIVACY BY DESIGN - No account creation required - No bank credentials collected - No third-party analytics or tracking SDKs - No data monetization - All data stored on-device by default - Optional iCloud sync uses Apple's end-to-end encrypted infrastructure BUILT FOR SERIOUS INVESTORS Private Portfolio Tracker is designed for Bogleheads, FIRE practitioners, and anyone who believes tracking your finances shouldn't require surrendering your financial privacy. If you use a spreadsheet today, this is your upgrade — on iPhone and Mac. Download and take control of your financial privacy. LEGAL Privacy Policy: https://privateportfoliotracker.com/privacy.html Terms of Use (EULA): https://privateportfoliotracker.com/terms.html