Assetly vs Richish

Assetly gives you a single, clear view of everything you own — across stocks, cash, crypto, property, and more. No broken connections. No selling your data. Just one place to understand your financial life. Most finance apps track accounts. Assetly tracks your balance sheet. Assetly is a manual-first, privacy-focused portfolio and net worth tracker designed for people who want clarity without complexity. Instead of juggling multiple apps for different assets, Assetly lets you log everything in one place — listed and unlisted — and see your true financial picture at a glance. Use Assetly to track: • Stocks, ETFs, funds, crypto • Cash and bank balances • Property and real estate • Super / pension • Private or local assets • Loans and liabilities Why manual entry? Because automated connections break, require constant re-authentication, and often miss assets that matter. Assetly uses smart assisted entry: • Search and autocomplete assets • Auto-fill prices where available • Gentle reminders for assets that don’t update automatically You stay in control. Your data stays with you. Upgrade to Assetly Pro to unlock deeper insight: • Unlimited holdings • Multiple portfolios • Risk & diversification analysis • Geographic exposure breakdown • Daily or custom reminders • Long-term portfolio history Assetly Pro is for people who want to understand how their financial picture evolves over time, not just log numbers. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://petalite-ruby-01c.notion.site/Privacy-Policy-for-Assetly-2f816acec92180649e77fc639d0fa69d?source=copy_link

PRIVATE WEALTH TRACKING WITHOUT BANK CONNECTIONS Richish is a private wealth tracker built for people who want a clear view of their money without giving up control. Track net worth, accounts, credit cards, loans, investments, and spending in one clean workspace. Add data manually or import CSV files to stay organized and build your financial picture over time from your iPhone or iPad. COMPLETE NET WORTH OVERVIEW • Track assets and liabilities in one place • Monitor cash, credit cards, loans, and investments together • See your total net worth over time • Review balances across all accounts at a glance • Keep your financial life organized in one dashboard PRIVATE BY DESIGN • No bank connections required • No Plaid or brokerage syncing • Add information manually on your terms • Import CSV files when you want a faster setup • Keep full control of your financial data ACCOUNT TRACKING MADE SIMPLE • Add checking, savings, credit card, loan, and investment accounts • Organize balances across your financial life • Keep everyday money and long-term wealth in one app • View account details in a clean, structured layout • Track changes over time with clarity SMART TRANSACTION MANAGEMENT • Import transaction history from CSV files • Review spending by date, merchant, and category • Track statement activity across your accounts • Keep a personal record of income and expenses • Build a financial history you can revisit anytime INVESTMENT TRACKING • Log holdings, quantities, and cost basis • Monitor portfolio value over time • Track stocks, ETFs, and other positions in one place • Connect your investments to your full net worth picture • Stay focused on long-term wealth growth BUDGETING AND CASH FLOW INSIGHTS • Review monthly spending trends • Understand where your money is going • Track income and expenses in one system • Spot recurring activity more easily • Stay aligned with your financial goals AUTOMATION AND ORGANIZATION • Detect recurring transactions faster • Use rules to automate categorization • Reduce manual cleanup over time • Keep your finances organized as your data grows • Create a smoother long-term tracking workflow REPORTS AND DATA EXPORT • Export reports when you need a snapshot • Keep a private record of your financial progress • Maintain your own historical financial data • Build a system you can manage on your own terms PERFECT FOR: • People who want a private wealth tracker • Users who prefer manual control over bank syncing • Anyone tracking net worth across multiple accounts • Investors who want spending and portfolio tracking together • People who want a calm, organized financial workspace WHY RICHISH? • Private-first design • No forced account connections • Clean and focused experience • Flexible CSV import workflow • Built for clarity, control, and long-term tracking Download Richish and take control of your financial life with a private wealth tracker designed around clarity, organization, and ownership. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/