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/

See your complete net worth in one place: your home, investments, pension and cash, with your debts included. WealthMap helps you understand where you stand and explore what comes next, without linking your bank accounts. YOUR ENTIRE WEALTH. ONE CLEAR VIEW. Bring stocks, ETFs, funds, crypto, gold, property and other assets into a single portfolio. Track mortgages and loans alongside them, follow your net worth over time, and see how your wealth is distributed. View holdings in your preferred currency, with support for 20 currencies and automatic price updates for supported investments. KNOW YOUR WEALTH AGE Give your financial progress more context. Wealth Age brings together seven dimensions, including growth, debt health, liquidity and savings momentum, with a breakdown of what shapes your reading. Follow how it changes as you build your history. You can also compare your net worth with age-based benchmarks in supported countries. MAKE RETIREMENT A PLAN Explore financial independence with the FIRE calculator. Adjust your savings, spending, retirement age and assumptions to see how different choices affect your projected path. Review the money available before pension access and the years it needs to cover. INCLUDE THE HOME YOU OWN Keep property in the picture alongside your investments. Record valuations, keep documents together, and compare changes with national property indices across 40+ countries, with regional data where available. UNDERSTAND WHAT CHANGED Your Briefing brings recorded balance changes, Wealth Age and valuation checks together. Explore focused questions and follow explanations back to the records behind them. On compatible devices, Apple Intelligence helps select relevant insights, with AI processing kept on your device. LESS ADMIN. MORE PERSPECTIVE. • Import supported broker CSV files from DEGIRO, Trading 212, Interactive Brokers, Coinbase, Sharesight and Revolut. • Track cash flow, recurring income and expenses. • Keep net worth and Wealth Age close with widgets. • Find holdings through Spotlight and use Siri shortcuts. • Export PDF wealth reports and CSV files for your own records. PRIVATE BY DESIGN No WealthMap account or bank connection required. Your records are stored on your device, with private iCloud sync across your devices. Protect access to the app with Face ID or Touch ID. GET STARTED Enjoy 7 days of free access. Continued access requires a monthly or annual subscription, or a one-time lifetime purchase. Eligible subscriptions include a separate 7-day free trial. Subscriptions renew automatically unless cancelled. Apple Intelligence features require a compatible device with iOS 26 or iPadOS 26 or later and Apple Intelligence enabled. A calculated Briefing is available without Apple Intelligence. Siri phrases are currently in English. Wealth Age requires sufficient recorded history. 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