Portfolio Vault vs EscapeMint

Track stocks, ETFs, gold, and crypto on iPhone and Mac. No account, no bank login. Holdings stay on your device; only public tickers go out for prices. Portfolio Vault tracks mutual funds, precious metals, coins, and cash accounts too. Native iOS and macOS. No account linking, no backend, no ads. WHAT YOU CAN TRACK • Stocks & ETFs — Real-time prices (e.g. Yahoo Finance) • Mutual funds (OPCVM) — Accurate NAV from trusted sources • Precious metals — Gold and silver spot (e.g. Veracash) and physical coins with market premiums (e.g. AuCOFFRE) • Cryptocurrencies — Major pairs • Bank accounts — Manual cash positions FEATURES • Multi-account support — Track holdings across several banks and brokers • Cost basis & performance — Purchase dates, prices, gain/loss, comparison over 1D, 1W, 1M, 1Y, YTD • Quadrant organization — Group instruments by category (Technology, Precious Metals, Fixed Income, etc.) • Performance charts — Compare value, invested capital, transactions, benchmarks, and time-weighted return • Transaction ledger & P&L — Edit buys, sells, and adjustments; see average cost and realized/unrealized gains • Guided walkthrough — Short onboarding on iPhone and Mac • Gold valuation — See portfolio value in gold ounces for an inflation-adjusted view • Smart data — Best source per instrument type; historical backfill for trends • Background updates — Automatic price refresh on iOS and macOS; the Mac helper wakes the app so scheduled updates are not dropped • Privacy mode — Hide sensitive values on screen; Face ID / Touch ID / device lock optional • Bilingual — Full English and French • Optional iCloud backup — Copy the local database to your iCloud; the app never runs from iCloud Your data never leaves your device except public market data requests (tickers, NAVs). No analytics, no ads.

EscapeMint is a local-first capital allocation engine for rules-based fund management. Track stocks, crypto, and cash across multiple platforms with intelligent dollar-cost averaging (DCA) recommendations. Key Features: - Rules-based DCA: Configure min/mid/max buy amounts based on performance thresholds - Multi-platform tracking: Robinhood, Coinbase, M1, Schwab, and more - Portfolio dashboard with aggregate metrics across all funds - Realized and unrealized gain tracking with APY calculations - Value and allocation charts showing performance over time - Fund categories: Liquidity, Yield, Store of Value, Volatility - Cash fund management with interest tracking Your data stays on your device. No accounts, no cloud sync, no tracking. Just you and your portfolio.