Assetly vs WealthMap

Assetly is the all-in-one portfolio tracker for everything you own: stocks, crypto, property, gold, and more — all in one place. Stop juggling broker apps, spreadsheets, and half-forgotten crypto wallets to work out what you're actually worth. Assetly connects to your brokers and exchanges, keeps your holdings up to date automatically, and gives you real-time prices, live P&L, and a clear view of your entire financial picture. AUTOMATIC BROKER SYNC Connect Trading 212, Interactive Brokers, Coinbase, and Kraken — positions, cash, and dividends update automatically Track cold-storage crypto wallets: just paste a Bitcoin address or xpub, Ethereum, or Solana address Read-only API keys that you control, stored securely in your iPhone's Keychain — no aggregators, no middlemen CSV and Excel import for every other broker, including SwissBorg, Hargreaves Lansdown, Fidelity, Robinhood, and DEGIRO PORTFOLIO TRACKER FEATURES Stocks, crypto, property, gold, watches, and custom assets — all in one place Real-time portfolio tracking across all your accounts Multiple portfolios: brokers, exchanges, wallets, manual assets Today's performance at a glance: gains, losses, and diversification Price alerts when assets hit your targets Dividend tracker across all your portfolios Stock news and market updates to stay on top of your investments Multi-currency support with live FX conversion Home screen widget for instant wealth overview Watchlist to monitor assets you don't yet own Export your data as CSV anytime Your data is encrypted and syncs privately across your devices. We never sell your information. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Your wealth is more than your investment portfolio. Bring your property, pensions, investments, cash and debts into one clear picture—and understand where you stand. No bank connection required. YOUR ENTIRE WEALTH. ONE CLEAR VIEW. Follow your net worth over time, explore your portfolio mix and see the assets and debts behind your balance. Track stocks, ETFs, funds, crypto, gold, property and more, with multiple currencies and price updates for supported investments. KNOW YOUR WEALTH AGE Put your financial progress in perspective. Wealth Age starts with your actual age and considers seven financial and tracking factors, including growth, debt health, liquidity and savings. Explore what shapes your reading and follow it over time. It is a model estimate, not a retirement age or population ranking, and requires sufficient recorded history. UNDERSTAND WHAT CHANGED Your Briefing connects recorded changes with the details behind them. Explore the evidence, review gaps in your records and open the relevant holdings. On compatible devices, Apple Intelligence helps select relevant observations, with AI processing on your device. A calculated Briefing is available without Apple Intelligence. MAKE RETIREMENT A PLAN Explore financial independence with the FIRE planner. Adjust spending, savings, retirement age and assumptions to compare possible paths. See how accessible investments and pension access fit together. Set wealth goals and explore future wealth projections as your plans evolve. GIVE EVERY ASSET ITS PLACE Record property valuations and keep supporting documents together. Compare recorded changes with available property-market indices. Review investment holdings and manage your assets and liabilities with clearer detail screens. KEEP TRACK OF YOUR INCOME Record dividends, interest, rent and other investment income. See recorded payments separately from amounts expected from your schedules. Income entries keep a history; they do not automatically change account balances or investment holdings. LESS ADMIN. MORE PERSPECTIVE. • Review cash flow and recurring activity. • Import supported broker CSV files. • Keep useful figures close with Home Screen widgets. • Export PDF reports and CSV records. • Find holdings through Spotlight and use Siri shortcuts. PRIVATE BY DESIGN No WealthMap account required. Records are stored on your device, with private iCloud sync across your devices. Protect access with Face ID or Touch ID. ACCESS AND REQUIREMENTS Continued access requires a monthly or annual subscription, or a one-time lifetime purchase. Prices and any eligible introductory offers are shown before purchase. Subscriptions renew automatically unless cancelled. The app interface is in English. Apple Intelligence features require a compatible device, iOS 26 or iPadOS 26 or later, and Apple Intelligence enabled. Siri phrases are currently in English. Projections and property indices are estimates, not guarantees or individual property valuations. WealthMap is a tracking and planning tool, not financial advice. Privacy Policy: https://buildforward.eu/wealthmap#privacy Terms of Use: https://buildforward.eu/wealthmap#terms