Portfolio Tracker vs Holding Tracker

Portfolio tracker: X-Ray is a simple way to see your entire portfolio in one clear picture. If your money is spread across brokers, accounts, and “stuff I own”, this app helps you log everything manually, keep values updated, and instantly spot where you’re overexposed. What you can do Track everything in one place: Stocks and ETFs Funds Gold Fixed income / bonds Real estate Custom assets Liabilities like mortgages or loans See the full picture on the Dashboard: Total net worth (assets minus liabilities) Allocation by asset type Exposure by country and sector Overexposure warnings when one area dominates Live pricing where it makes sense: Stocks/ETFs and Funds can use live quotes (when a symbol is provided) Everything else can be tracked with manual values Optional reminders help you update non-listed assets so they don’t go stale Risk and diversification insights (Premium): Concentration Score (how dominated your portfolio is by a few holdings) Home Bias (how much you’re overweight in your home country) Illiquidity Ratio (how much is tied up in hard-to-sell assets) Exposure Warnings (flags for risky concentration by asset, sector, or country) Data Confidence (Free): Shows how complete your country and sector tagging is, so your insights aren’t based on “Unknown”. Subscriptions Premium is available as monthly or annual subscriptions. Purchases and access are managed via RevenueCat. Important note Portfolio tracker: X-Ray is a clarity tool, not financial advice. Your results depend on the data you enter and how complete your tags are. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://sangsom.github.io/Privacy-Policies/x-ray/privacy-policy.html

Holding Tracker makes it easy to organize and understand your investment portfolio. Track holdings across multiple portfolios and global exchanges. Record transactions, dividends, and stock splits, then review your investment history and portfolio performance in one place. Features include: • Record buy and sell transactions • Monitor dividends and distributions (Automatically!) • Record stock splits (Automatically) • Support multiple currencies and global exchanges • Manage multiple portfolios • Review holdings and portfolio performance • Export your investment records Holding Tracker is a record-keeping tool for personal portfolio organization. It does not execute trades or provide financial, investment, or tax advice.