PutaoWealth vs Allfolio

Private Net Worth Tracking This application is designed for individuals who value structured, long-term wealth observation rather than short-term speculation. It provides a clear and restrained view of your financial position through an automatically generated net worth curve. Data Ownership Matters There is no centralized server storage. All financial records are stored only on: Your local device Your personal Apple iCloud private space Your asset information remains under your control. Flexible Asset Recording Supports multiple asset categories including: Cash positions Securities and investment funds Digital assets Payment balances Custom asset types Historical records can be corrected or backdated, and the system will automatically recalculate net worth trends. Professional Data Workflow Excel import and export are supported for: Long-term financial archiving External analysis Tax or compliance preparation Cross-platform data migration Your data remains portable and verifiable. Security by Design Access is protected by biometric authentication where available. The application does not push trading signals, advertisements, or behavioral prompts. It is a quiet financial management instrument. Built for Long-Term Thinkers This is not a trading assistant. It is a private ledger for observing wealth structure, risk exposure, and long-term financial evolution.

Allfolio is a private portfolio and bookkeeping tracker for people managing multiple brokers, accounts, assets and currencies. Link every trade to a cash account so holdings, cost basis, realized and unrealized P&L, cash flow and net worth always add up. Use Allfolio to build a clear picture of your finances: - See stocks, ETFs, funds, crypto, cash, property and custom assets across accounts and currencies - Link buys and sells to cash accounts so balances update with each trade - Record dividends, edit or delete individual transactions, and recalculate holdings and returns - Review net worth, allocation, cost basis, realized and unrealized P&L, and returns against index benchmarks - Manage income, expenses, transfers and recurring plans in the same ledger - Import trades from screenshots with optional AI recognition - Keep records on your device by default, with optional sync through your own private iCloud account Allfolio does not require a developer-operated account. Core records stay on your device unless you choose iCloud sync, and AI features are optional. Usage statistics help us understand onboarding and subscription problems without including portfolio or transaction contents. Sharing stays off until you explicitly choose to share at first launch. You can change this choice on the subscription screen or in Settings without affecting features or prices. Subscription Starting with version 1.1.2, all users, including users who installed earlier versions, need an active Allfolio Pro subscription (yearly or monthly) or trial to continue using the app. Eligible Apple Accounts can start a 14-day free trial. Your existing portfolio and transaction records are retained when you update or a subscription expires. Payment is charged to your Apple Account when the trial ends. The subscription renews automatically at the price shown in the app unless auto-renew is turned off at least 24 hours before the end of the current period. You can manage or cancel anytime in your App Store account settings. Allfolio was previously called Astrolabe. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://ogerhsou.github.io/astrolabe-portfolio-support/privacy.html