WealthMap vs Wealth Tracker

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

Wealth Tracker gives you a clear picture of your net worth — every asset and liability in one place, tracked over time. VALUES WITH DATES Every balance you enter is recorded for a day: today, the end of last month or any date you choose. Enter a statement late and it still lands on the right date. Each holding keeps its own value history, so you can see how it has changed, fix an old entry or add a past value — and it's always clear whether you're changing the current value or an earlier one. HISTORY THAT BUILDS ITSELF Your net worth chart updates automatically every time a value changes. Look back over 1 month, 3 months, a year or your whole history, and tap any date to see what changed. MONTHLY CHECK-IN Update all your balances in one go. Wealth Tracker reminds you when holdings haven't been updated for a while, so your history stays accurate. HOLDINGS Track property, savings, pensions, investments, crypto, vehicles and valuables alongside mortgages, loans and credit cards. Holdings are grouped by category with subtotals, and your allocation is shown at a glance. MULTI-CURRENCY Hold accounts in any currency. Everything is converted to your base currency at live exchange rates, and past values use the rate from their own date. LIVE PRICES Add how many shares or coins you hold and the value follows the market price automatically. BANK CONNECTION (UK) Optionally connect your bank through a regulated open-banking provider to import balances. Wealth Tracker only reads balances and never sees your bank login. GOALS AND PROJECTIONS Set net worth goals, see whether you're on track, and project where your wealth is heading. PRIVATE BY DESIGN Use the app without an account — your data stays on your device. Sign in to back it up and use it on the web. We never sell your data. FREE • Up to 5 holdings you add yourself (connected bank accounts don't count) • Dated values and value history • Net worth history for the last 3 months • Allocation and goals PREMIUM • Unlimited holdings • Live stock and crypto prices • Any currency with live exchange rates • Your full net worth history • Future projections • Export all your data Premium is available monthly, yearly or as a one-time lifetime purchase. Prices are shown in the app in your local currency. Subscriptions renew automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel anytime in Settings › Apple ID › Subscriptions. Terms of Use (EULA): https://wealth.wolftechnologies.co.uk/terms.html Privacy Policy: https://wealth.wolftechnologies.co.uk/privacy.html