Axio Net Worth Tracker vs Holdings

Know your wealth. Axio helps you track your net worth over time, understand where your money is, and follow your financial progress. No bank connections or Axio account are required. It is a simple, private way to see your complete financial picture. YOUR SNAPSHOTS Capture a snapshot of your finances whenever you want: daily, weekly, or monthly. Each snapshot records your assets and liabilities at that moment. - Add assets: savings, investments, real estate, crypto, valuables - Add liabilities: mortgages, loans, credit cards - Attach notes to remember the context - Pick any date, past or present YOUR POTS Organize everything your way. Group assets and liabilities into pots that match how you think about money. - Create unlimited pots with custom colors - Drag and drop to reorder - See each pot's contribution to your total - Quick-add assets without leaving the snapshot YOUR PROGRESS Follow changes in your wealth over time with clear charts and useful metrics. - Net worth chart showing your full history - Compare any two periods side-by-side - Track total growth, monthly averages, debt levels, and financial runway - Multiple chart styles: line, area, bar FINANCIAL RUNWAY & SCENARIOS See how long your selected reserves may cover your planned expenses, then test private what-if scenarios without changing your real data. On-device AI explanations are available only on compatible devices with Apple Intelligence enabled. Availability may vary by device, language and region. Core calculations and scenarios work without AI. YOUR CURRENCIES Track assets in any currency. Axio handles the conversion automatically. - 150+ currencies supported - Real-time exchange rates - Historical rates for past snapshots - Everything converts to your home currency MORE TO LOVE Widgets Home Screen widgets in three sizes. Lock Screen widgets for a quick glance. Your net worth, always visible. Apple Watch Full watch app plus complications for any watch face. Check your net worth from your wrist. Siri & Shortcuts Ask "What's my net worth?" or "How much have I grown this month?" Build custom shortcuts for your routine. Privacy Face ID protection. Focus Filters hide financial data when sharing your screen. No Axio account is required. Your financial data stays on your device or, with Axio Pro, in your private iCloud account. Axio Pro Remove ads and securely sync your snapshots with iCloud on iPhone, iPad, and Mac. Apple Watch displays data from its paired iPhone. Import & Export Bring your data from spreadsheets via CSV or JSON. Export anytime. Reminders Set your preferred tracking frequency. Gentle notifications when it's time to log. Whatever your financial goals, Axio helps you see where you stand and where you're headed. Download now and take control of your wealth. Free with ads. Axio Pro is available as an annual subscription with a two-week trial for eligible customers, or as a one-time purchase. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Holdings is a private net worth tracker that brings your entire financial life into one clear picture — month after month. From cash and ETFs to crypto, real estate, and mortgages, track every line of your net worth and watch it grow over time. WHAT YOU CAN TRACK • Bank accounts and cash • Stocks, ETFs, and bonds — with automatic live prices • Crypto • Real estate and property • Mortgages, loans, and other debts HOW IT WORKS • Create your assets once • Update values each month — manual for accounts, automatic prices and FX rates for market assets • See the trend with clean charts, statistics, and allocation breakdowns MULTI-CURRENCY Hold assets in different currencies and see your whole net worth converted to the currency you choose, with up-to-date exchange rates. PRIVATE BY DESIGN Your financial data stays on your device and syncs privately through your own iCloud — across iPhone, iPad, and Mac. No account to create, no servers storing your portfolio, no ads. Lock the app behind Face ID or Touch ID. STAY ON TRACK Optional monthly reminders help you keep your history complete, so your trend line never has gaps. HOLDINGS PRO Unlock deeper insight with a one-time purchase — no subscription: • Global distribution — see which countries your wealth is invested in • Company & sector distribution — see what your stocks and ETFs are really exposed to • Real estate valuation — automatic property estimates from OMI and HPI data • Import & export your whole portfolio as CSV Start building a clear, honest view of your wealth today.