SmartFolio vs SnapFolio

SmartFolio is a free investment portfolio tracker for stocks, ETFs, and crypto. Track your complete portfolio history, see real profit and loss, monitor dividends, analyze performance, and manage investments across multiple brokers and accounts. No subscription. No account. No ads. Your portfolio data stays on your device. TRACK YOUR INVESTMENTS See everything you own in one place. • Stocks, ETFs, funds, indices, and crypto • Multiple portfolios and brokerage accounts • Total portfolio value and daily change • Cash, deposits, withdrawals, fees, dividends, and interest • Allocation by holding, sector, asset class, region, and currency • Portfolio totals in 28 display currencies IMPORT YOUR BROKER HISTORY Bring your existing investments into SmartFolio in minutes. Import CSV or Excel files from brokers including Wealthsimple, Questrade, TD, RBC, BMO, Scotia iTRADE, CIBC, National Bank, Qtrade, Interactive Brokers, Fidelity, Schwab, Vanguard, E*TRADE, Robinhood, Webull, Trading 212, DEGIRO, Coinbase, and more. Import your full transaction history or just your current holdings. Review every account, symbol, and transaction before saving. Duplicate imports are prevented, unknown tickers can be fixed quickly, and stock splits are handled for you. Have a PDF statement or screenshot? Use your preferred AI assistant to convert it into an importable format, then review the results before importing. SEE YOUR COMPLETE PORTFOLIO HISTORY Never lose your investment history after you sell. • Every buy, sell, dividend, and stock split • Trades shown directly on price charts • Realized and unrealized gains • See what you made on each sale and how long you held it • History across all your portfolios UNDERSTAND PROFIT & LOSS Know how your investments are really performing. SmartFolio tracks realized gains, unrealized gains, invested capital, cash flow, fees, and currency exchanges. See gains by individual lot using first-in, first-out accounting. ANALYZE PORTFOLIO PERFORMANCE Go beyond today's gain or loss. • Time-weighted returns from 1 week to all time • Monthly returns heatmap • All-time high and maximum drawdown • Portfolio volatility • Compare performance with the S&P 500 • Historical performance charts and reports TRACK DIVIDENDS & INCOME See what your investments pay you. • Dividends and interest by month, year, and holding • Dividends after tax: one tax rate for all stocks, or a rate per stock • Dividend yield • Yield on cost • Estimated dividends for the next 12 months based on your current holdings UNDERSTAND YOUR PORTFOLIO See where your money is invested and identify concentration across holdings, sectors, asset classes, regions, and currencies. SmartFolio also provides a portfolio review with information about portfolio construction and risk. GLOBAL MARKET DATA Track investments across global markets, from Canada and the United States to Europe, Japan, Hong Kong, India, and Australia. Search for stocks, ETFs, funds, indices, and crypto pairs. Build a watchlist and keep last-known prices on your device for offline viewing. REPORTS & EXPORTS • Profit by stock and year • Closed positions • Complete activity ledger • Share portfolio reports as PDF • Export your data to CSV • Back up and restore with a file BUILT FOR IPHONE & IPAD • Fast trade entry with live prices • Easy portfolio switching • Light and Dark Mode • Dynamic Type • Optional Face ID protection • Offline access to saved portfolio data PRIVATE BY DESIGN Your investment data belongs to you. • No SmartFolio account • No server storing your portfolio • No tracking • No advertising identifiers • No ads • Portfolio calculations happen on your device • Export your data whenever you want Market prices, news, and other financial information come from third-party sources and may be delayed or unavailable. SmartFolio is a portfolio tracker and analysis tool, not financial advice. Free to use. No subscription. No ads.

Screenshot your broker. Get your whole portfolio. No tickers to type. No account to connect. No password to hand anyone. Take a photo or screenshot of any broker app, exchange, or paper statement — SnapFolio reads every position off the image, prices it, and adds it to your portfolio. THERE IS NO LIST OF SUPPORTED BROKERS Because there is nothing to connect. A mobile trading app. Your bank's investment tab. A crypto exchange. A neobank in another country. A pension statement on paper. A spreadsheet on a laptop screen. If you can see the positions, SnapFolio can read them. From each one it pulls the name, the ticker or ISIN, the quantity, the value and the currency, prices what it can against live market data, then shows the list to correct before saving. Updating works the same way: screenshot the same account next month, and SnapFolio shows exactly which quantities changed. ELEVEN ASSET TYPES, ONE TOTAL Stocks. ETFs. Mutual funds. Crypto. Bonds. Options. Futures. Commodities including gold and silver. Real estate. Cash and savings accounts. And anything custom you type in yourself. Not everything has a market price, and SnapFolio doesn't pretend otherwise. A private bond is valued from its coupon, issue date and maturity. A savings account from its rate and compounding. An apartment from the number you set, until you change it. Values convert to USD, EUR, GBP, JPY, CAD, AUD, CHF or CNY at the exchange rate from the day of each transaction, not today's rate applied backwards. ON THE HOME SCREEN Total Value. Invested. Net Gain. Total Return. Allocation by asset type, sector, region and currency. Your biggest positions, ranked. Group holdings by account — one per broker, bank or exchange — or tag them yourself. Prices refresh every 30 seconds while markets are open, and the app says so when they are closed instead of passing off a stale number as live. INSIGHTS THAT NAME NAMES Other trackers give you charts and leave the conclusion to you. SnapFolio writes the conclusion. It produces lines like: "Your portfolio is Balanced." "Risk primarily driven by crypto." "Stocks 72% · Crypto 18% · +2" Six things get checked every time: how much sits in one asset class, one country, one currency, one sector, one position — and how much you could actually sell quickly. Every sentence points at a holding you own with the percentage attached. No jargon, and no buy or sell instructions. DATES YOU WOULD OTHERWISE MISS Bond maturities and coupon payments in the next 90 days. Interest compounding on savings. Manual valuations gone stale after 30 days, flagged harder the longer they sit. Grouped overdue, urgent, upcoming — and re-sorted every time the portfolio changes. NO ACCOUNT. NOT EVEN AN EMAIL. There is no sign-up screen. No password, no broker credentials, no trading permission — nothing that can be leaked. Your portfolio is stored on your iPhone. The screenshot you import is read once to pull out the positions and is not kept on our servers. TRY IT ON SAMPLE DATA Open the demo portfolio and walk through every screen before adding an asset of your own. FREE AND PREMIUM Free — 10 assets, entered by hand, prices delayed 15 minutes. Premium — unlimited assets, import by screenshot, AI insights, prices every 30 seconds, starting with a 7-day free trial. Terms of Use: https://www.snapfolio.ai/terms Privacy Policy: https://www.snapfolio.ai/privacy SnapFolio is a read-only analytics tool, not a broker, an exchange, or a financial advisor. It does not execute trades or provide investment advice. Observations are informational and educational only.