Planfolio vs TradersIQ

Planfolio turns your portfolio into a plan. Define a clear investment strategy and a financial freedom goal, then monitor and steer your stocks, ETFs and crypto against it — with a constant portfolio health check, deep fundamental analysis and AI research that shows you exactly where to act. WHY PLANFOLIO IS DIFFERENT Most portfolio trackers stop at showing you numbers. Planfolio tells you what those numbers mean for YOUR strategy: Is your allocation drifting? Is one position quietly dominating your risk? Are you still on track for financial independence? Planfolio answers these questions automatically, every day. PORTFOLIO HEALTH CHECK WITH PERSONAL RECOMMENDATIONS A 5-dimension health radar continuously scores your portfolio on diversification, fundamentals, volatility, dividends, and goal progress — measured against the strategy YOU defined. Instead of generic scores you get personalized, actionable insights to fix weak spots before they hurt performance. FUNDAMENTAL ANALYSIS MADE SIMPLE Skip the spreadsheet. Forget about 100s of numbers. Planfolio condenses financial health, growth, profitability, price evaluation, return and risk factors into clear visual overviews for every stock and ETF — P/E, PEG, margins, revenue and earnings growth, payout ratio and more. Spot overvalued positions and hidden risks in seconds, not hours. POSITION IMPACT ANALYTICS See what each holding actually does to your portfolio: how it shifts your returns, volatility, and diversification. Check the impact BEFORE you buy — for any stock on your watchlist — and make every trade a deliberate strategy decision. AI RESEARCH SAVES YOU HOURS Your home screen shows an intraday AI summary of the major market drivers, so you always know what is moving markets. For every asset, AI research delivers the key growth drivers and risk factors in a 12-month outlook. Know what political and market factors are important for your holdings. YOUR FINANCIAL FREEDOM PLAN, BUILT IN Set your FIRE or wealth target and Planfolio projects your path with realistic return scenarios, savings rates and withdrawal strategies. Know your FI number, FI date, and track whether you are ahead or behind plan — and what to change if you are not. TAX INSIGHTS Planfolio breaks down your realized gains, losses and dividend income per tax year, so you know where you stand before the filing deadline. See your taxable gains at a glance instead of reconstructing them from broker statements. EVERYTHING ELSE YOU EXPECT FROM A MODERN TRACKER - Automatic broker sync or CSV import (DeGiro, Robinhood, Schwab, Trade Republic, Vanguard, and many more) - Import from your current portfolio tracker (Parqet, Portfolio Performance and more) - Real-time and intraday prices, performance and gain charts for every period - Dividend calendar, income tracking and dividend growth analysis - Multi-currency support with automatic conversion to your home currency - Watchlists with full analysis before you invest - Beautiful, fast native app PRIVACY BY DESIGN — NOT AS A TAGLINE Your financial data is end-to-end encrypted on your device before anything is stored. The encryption keys never leave your phone, so nobody but you can read it. No ads, no data selling, no profiling. "We don't sell your data" isn't good enough — we can't even see it. TRY EVERYTHING FREE FOR 14 DAYS Explore ALL Pro features for 14 days — no credit card, no upfront subscription. Afterwards you automatically continue on the free tier. Love Planfolio Pro? Keep every feature unlocked with a monthly or discounted annual subscription. Whether you are building long-term wealth with ETFs, hunting dividend income, or managing a focused stock portfolio on your way to financial independence — Planfolio gives you the strategy, the analysis and the daily guidance to stay on track. Planfolio is an information tool, not investment advice. Terms of Use (EULA): https://planfolio.io/terms Privacy Policy: https://planfolio.io/privacy

Your strategy isn't the problem. Your execution is. You know your rules. Then the market moves, you feel the FOMO, and you take the trade you said you wouldn't. One bad day wipes out a good week. TradersIQ helps you trade your plan, not your emotions. YOUR TRADING BUDDY • Checks in before your session: how you're feeling, and whether you should trade today • Checks your plan against your own rules before you enter • Works out your lot size from your risk • Talks you through a trade when it closes — type it or just say it out loud • Spots your biggest habit (missed trades, revenge trading, no stop loss) and shows you the tool that fixes it KNOW WHEN TO STOP Set your own daily limits — max trades, max losses, max risk. TradersIQ tracks them for you and tells you when you've hit them, so one bad trade doesn't turn into five. GET BUZZED AT YOUR LEVEL Mark your price levels and get a phone alert when price gets there. Stop staring at charts at work. CHECK EVERY TRADE AGAINST YOUR RULES The Trade Grader scores your setup from your own checklist before you enter, and shows you exactly which rule you're about to break. SEE IF YOU STICK TO YOUR PLAN Discipline scores are based on your rules, not your profit. See which habits cost you money and which ones make it. YOUR TRADES LOG THEMSELVES Connect MT4 or MT5 (view-only) and your trades land in your journal by themselves. Or log a trade in about a minute. PRACTISE WITHOUT RISK Replay real Bitcoin and Ethereum charts candle by candle and practise your entries with no money at risk. Forex, gold and indices coming soon. ALSO INCLUDED • Trading journal with screenshots and notes • Daily, weekly and monthly reviews in plain English • Community and accountability partners Works for forex, gold, indices and crypto traders. TradersIQ is a tool for building discipline. It is not financial advice and does not tell you which trades to take. AI can make mistakes. Trading carries risk; only trade money you can afford to lose. You must be 18 or over. SUBSCRIPTIONS TradersIQ is free to download. Trader, Pro and Elite plans are optional auto-renewing subscriptions, billed monthly or yearly to your Apple ID. A subscription renews automatically unless you cancel it at least 24 hours before the end of the current period. Manage or cancel any time in Settings > your name > Subscriptions. Privacy Policy: https://tradersiq.co.uk/privacy Terms of Use (EULA): https://tradersiq.co.uk/terms