StackedFolio vs CPZAI

StackedFolio — Precious Metals Portfolio Management StackedFolio is the simple, powerful way to track, organize, and understand your precious metals investments. Whether you stack for wealth preservation, long-term security, or collecting, StackedFolio gives you the tools to manage your portfolio with confidence. No spreadsheets. No guesswork. Just clear, accurate insight into your metals. Track What Matters Easily log and manage your holdings, including gold, silver, platinum, palladium, and bullion or collectible pieces. Record weight, purity, purchase price, dealer, and notes for every item. Your entire stack stays organized in one place. Know Your True Portfolio Value See your portfolio in real time with live spot pricing and automatic value calculations. StackedFolio helps you view total portfolio value, track gains and losses, monitor cost basis, and analyze performance over time. Know exactly where you stand anytime. Visual Performance Analytics Understand your portfolio at a glance with clean, easy-to-read charts and breakdowns. See metal allocation by type, value growth trends, purchase versus current value, and overall portfolio distribution. Make smarter decisions with clear data. Built for Serious Stackers Designed for collectors and investors who care about accuracy and control. Enjoy a clean, intuitive interface, fast data entry, secure account system, cloud syncing, and cross-device access. Your data stays safe and accessible when you need it. Pro Features (Subscription) Upgrade to StackedFolio Pro for advanced tools and deeper insights, including expanded analytics, detailed reporting, export tools, enhanced charts, and priority feature access. Built for professionals, dealers, and high-volume stackers. Who StackedFolio Is For Precious metals investors, coin and bullion collectors, long-term wealth preservers, dealers and resellers, and anyone serious about stacking. From beginners to professionals, StackedFolio scales with you. Why Choose StackedFolio Purpose-built for metals, no generic finance clutter, designed by stackers for stackers, focused on accuracy and usability, and always improving. This isn’t a generic finance app. It’s built specifically for precious metals. Start Building Your Stack Today Take control of your precious metals portfolio with clarity, confidence, and precision. Download StackedFolio and manage your stack the smart way. Privacy Policy: https://stackedfolio.com/privacy-policy Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

CPZAI is an AI-powered quantitative trading platform that puts institutional-grade tools in your hands. Connect your brokerage account and let Simons, your personal AI quant partner, help you analyze markets, manage risk, and execute trades. KEY FEATURES: - AI Quant Partner (Simons) — Chat with an AI assistant that understands your portfolio, analyzes market conditions, and suggests strategies in real-time. - Multi-Broker Trading — Connect Alpaca for stocks and crypto trading. Support for Interactive Brokers and 10+ brokerages via SnapTrade. - Advanced Order Types — Market, limit, stop, stop-limit, trailing stop, and bracket orders with fractional share support. - Real-Time Portfolio Management — Live positions, P&L tracking, portfolio charts, and instant order execution with slide-to-confirm. - Risk Analytics — Sharpe ratio, Sortino ratio, max drawdown, VaR, and more. Real-time risk monitoring with configurable alerts. - Strategy Library — Browse, deploy, and monitor quantitative trading strategies with full performance attribution. - Breaking News Alerts — AI-powered detection of market-moving events with instant analysis of portfolio impact. - Simons Notes — Daily AI-generated market insights personalized to your portfolio and trading style. - Watchlists — Real-time streaming quotes with WebSocket connectivity and sentiment indicators. - Security — Face ID / Touch ID authentication, Keychain-encrypted credentials, jailbreak detection, and screen recording protection. SUPPORTED BROKERS: - Alpaca (stocks, crypto, paper trading) - Interactive Brokers - SnapTrade (Questrade, Schwab, Fidelity, TD Ameritrade, and more) Note: A CPZAI account is required. Create your account at ai.cpz-lab.com