Portfolio Journal vs WealthPulse

Portfolio Journal is the investment tracker built for long-term investors who value simplicity and privacy. No brokerage login. No server. Your data stays on your device — or syncs privately via iCloud if you choose. Just open the app once a month, enter your portfolio value, and let Portfolio Journal do the rest. --- TRACK YOUR ENTIRE PORTFOLIO • Stocks, ETFs, bonds, crypto, real estate — any asset class • Multiple accounts: brokerage, retirement, savings, and more • Monthly check-in approach: no daily noise, just long-term perspective • Net worth evolution over months and years VISUALIZE YOUR WEALTH • Evolution chart: see your portfolio grow over time • Allocation chart: know exactly where your money is • Drawdown analysis: understand your worst drops and recoveries • Interactive charts: Compare accounts, run What-If scenarios, and see Period vs Period • Year vs Year: see how each year stacks up, with a forecast for the year in progress • Calm Mode: a distraction-free view for peace of mind SET AND TRACK GOALS • Create financial goals with target amounts and deadlines • Track progress with visual indicators • Stay motivated with a clear picture of your journey KEEP AN INVESTMENT JOURNAL • Log thoughts, decisions, and lessons learned • Build a personal record of your investment mindset over time • Reflect on past decisions to improve future ones PRIVACY BY DESIGN • No account required. No login. No sign-up. • No ads and no third-party analytics: there is no advertising or tracking SDK in the app. • No servers of ours. Your data lives on your device. • iCloud sync is optional: it uses your own private iCloud database, encrypted by Apple. • Everything works 100% offline. BUILT FOR PASSIVE INVESTORS Portfolio Journal is designed for Bogleheads, ETF investors, index fund fans, and anyone following a buy-and-hold strategy. It's not a trading tool — it's a long-term companion. Whether you're tracking a three-fund portfolio, building toward FIRE, or simply monitoring your net worth over time, Portfolio Journal gives you clarity without complexity. EXPORT YOUR DATA • CSV export: take your data anywhere, anytime. • Full ownership of your financial history. --- WHO IS PORTFOLIO JOURNAL FOR? - Long-term and passive investors who don't need daily updates - ETF and index fund enthusiasts - Bogleheads and FIRE community members - Anyone tracking their net worth or wealth-building journey - Privacy-conscious users who don't want their financial data on someone else's servers --- Download Portfolio Journal today and start building a clear, private, long-term view of your financial future. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://portfoliojournal.app/privacy.html

WealthPulse is a private, on-device net worth tracker. See all your assets in one place — stocks, ETFs, funds, and cash across multiple currencies and markets — without creating an account or sending your portfolio to anyone's server. WHY WEALTHPULSE • Everything on your device. Your portfolio is stored locally with Apple's SwiftData. No account, no cloud database, no tracking SDKs. • Multi-currency, multi-market. Track assets in USD, SGD, CNY, HKD and more. US, Hong Kong, China A-share and Singapore tickers with automatic daily price updates. • Your net worth, one number. Live exchange rates convert everything into your base currency of choice. FEATURES • Automatic daily snapshots — your net worth history builds itself • Net worth trend chart with interactive scrubbing • Allocation breakdowns: by asset type, currency, and market region • Compare: see exactly which assets drove your net worth change over 7/30/90/365 days • Markdown export — share your asset list to any app through the iOS share sheet • Home screen widget with your net worth at a glance • Face ID / Touch ID lock, one-tap value hiding, and automatic privacy blur in the app switcher • English and Simplified Chinese PRIVACY FIRST WealthPulse makes only two kinds of network requests: exchange rates and market prices. Both send only currency codes and ticker symbols — never your holdings, amounts, or identity. Read the full privacy policy at cooperxuyuan.github.io/wealthpulse-site/privacy.html