松鼠分析账本 vs Wealth Navigator 财富领航

【应用简介】 松鼠分析账本是一款专为个人投资者打造的全资产管理与分析工具。面对日益复杂的个人资产形态，我们致力于帮您打破资产孤岛，实现从股票基金到房产借款等各种形式的“全资产聚合”。通过强大的自定义标签体系，您可以从任意维度透视资产分布，真正掌控财富全貌，做出更科学的资产配置决策。 【核心功能】 全资产聚合管理 您的资产不应散落在各个账户里。 无论是股票、基金、债券，还是房产、黄金、借款、公积金等各种形式的资产，您都可以将其统一录入松鼠分析账本。告别在多个 App 间切换查看余额的繁恼，一个界面，看清所有家底。 多维标签透视体系 独创的自定义标签系统，让您跳出传统分类的限制，实现灵活的资产透视。 • 想看“高风险”资产占比？打上标签即可透视。 • 想统计“核心资产”与“卫星资产”的配比？一键筛选即得。 • 您可以按行业、风险等级、流动性等任意维度重组您的资产视图，发现隐形风险，洞察投资机会。 科学的资产配置 别再凭感觉投资了。 通过松鼠分析账本的透视功能，您可以清晰看到各类资产的真实比例与结构。无论是调整仓位还是平衡风险，数据化的报表将为您提供有力依据，助您实现更合理的资产配置。 掌控财富，从记录开始。立即下载松鼠分析账本，开启您的全资产透视之旅！

Wealth Navigator is a privacy-first personal and family asset management app that brings your investments from banks, brokerages, funds, Alipay, WeChat, precious-metals platforms, and other investing apps into one ledger, so you can clearly see your holdings value, return changes, asset allocation, and family overview. Core capabilities: Privacy first, local by default Your asset details stay on your device by default. When you turn on sync, your data goes into your own private iCloud space and your iCloud Family Sharing space — never to servers operated by Wealth Navigator. Screenshot recognition, holding entry, and return viewing are all designed around uploading less, exposing less, and staying in control. Family wealth sharing Use iCloud Family Sharing to view a family asset overview, shared holdings, and collaboration status. You can bring assets that suit joint management into the family view while keeping personal assets private, so family finances stay collaborative but bounded. Bring investments from every app together Import assets from different platforms by screenshot recognition, search, or manual entry, and organize them on one holdings page. The app summarizes current market value, yesterday's return, holding profit, return rate, and asset category, so you can see the whole picture from a single entry point. Supports many asset types Currently supported: bank wealth management products, A-shares, Hong Kong stocks, U.S. stocks, equity and hybrid funds, index funds and ETFs, overseas and QDII funds, U.S.-stock funds, AI-themed funds, bond funds, FOF and pension funds, REITs, currency and cash, personal pensions, insurance coverage, gold, silver, platinum, crypto assets, and custom assets. Precious metals can be recorded by weight, purity, accumulation channel, and physical form — suitable for savings gold, investment gold bars, silver bars, and similar use cases. You can use Wealth Navigator to: - Consolidate holdings and returns from different investing apps - View total assets, yesterday's return, holding profit, and asset allocation - Import fund and brokerage holdings pages quickly via screenshot recognition - Record precious metals, cash, insurance, pensions, and custom assets manually - Build a family asset view and share assets suited to joint management - Sync your local ledger across your own devices with iCloud Wealth Navigator does not provide trading services for securities, funds, insurance, or crypto assets, and does not constitute investment advice. Always rely on the relevant financial institution, trading platform, or official statement for your asset data.