Monk Portfolio vs AlgoDash

The fastest way to bring your portfolio together — privately. Take a screenshot of any brokerage app. Monk Portfolio reads it with AI and extracts your holdings in seconds. No CSV exports, no manual ticker entry, no connecting accounts. Just a screenshot. AI that knows your portfolio Get news summaries filtered to what's actually in your portfolio. Ask the AI what asset classes you're missing, where your concentration risk is, or to generate a rebalance plan. It knows your holdings, your allocations, and how the app works — and it never stores your conversations. Built around your privacy Monk Portfolio uses passkeys — no email, no password, no personal information. A cryptographic key derived from your passkey encrypts your data locally before it ever leaves your device. The server stores only an encrypted blob it cannot read. Sync happens device-to-device through that encrypted blob. Nobody sees your portfolio but you. Understand performance at a glance See how each asset contributed to your total return, not just its own price change. 7 chart modes, a full period selector (1D to 5Y), and 21 customizable columns give you the full picture without noise. Plan and rebalance with precision Set target allocations for each asset. See exactly what's drifted, by how much, and what you'd need to buy or sell to get back on track. The AI can turn that into a specific action plan. Designed for clarity Multiple portfolios. Named, saved views. A compact dark interface built to show you what matters. No ads. No tracking. No monetization. Built and maintained by a single independent developer.

AlgoDash is a private, on-device dividend tracker for investors who live off cash flow. Your holdings, transactions, and AI chat stay on your iPhone -- nothing is uploaded, and there is no account to create. PRIVATE BY DESIGN - No sign-up, no email, no password -- ever - Sign in with Apple stays on your phone; we never see your name or email - Holdings, transactions, and AI chat are stored only on your device - The on-device AI assistant answers questions about your portfolio without a server round-trip - The server is used for one thing only: stock prices and dividend history PORTFOLIO TRACKING - Real-time holdings with gain/loss, yield, and cost basis recovery - Every dividend payment tracked automatically - Import a CSV from your broker statement -- read and parsed on the phone, never uploaded - Manual entry supported DIVIDEND CALENDAR (Free) - See every upcoming ex-date and payment date - Monthly cash flow view -- know exactly when money arrives - Full payment history by stock or by month AI CHAT ASSISTANT (Free) - Ask anything about your portfolio: "When do I hit $2K/month?" or "What's my safest stock?" - Runs entirely on your iPhone -- your question and your data never leave the device GOAL BUILDER -- INCOME SIMULATOR (Premium) - Set a monthly passive income goal - Simulate any portfolio with DRIP compounding over 1-20 years - Compare multiple strategies side by side - Backtest against real historical dividend data SAFETY SCORES & RATINGS (Premium) - Every stock rated for dividend safety, consistency, and growth - Cash flow rated and ranked across your holdings - Sector diversity analysis to reduce concentration risk DESIGNED FOR DIVIDEND INVESTORS - Dark-mode first design, built for daily portfolio monitoring - Home Screen widget -- see your income at a glance - Try Demo Account -- explore with sample data, no sign-up required FREE & PREMIUM - Free: unlimited portfolios, 2 open positions per portfolio, Dividend Calendar, AI Chat - Premium ($39.99, one-time): unlimited positions, Goal Builder, Ratings, DRIP simulator, backtests -- no subscription, ever Start tracking your dividend income privately today.