KAPI vs Sango

KAPI — Suivi Portefeuille, PEA, CTO, Crypto & Fiscalité Pilotez tout votre patrimoine dans une seule application. KAPI centralise PEA, CTO, PEA-PME, crypto, épargne, immobilier et fiscalité dans une interface moderne, personnalisable et pensée pour les investisseurs particuliers. SUIVI COMPLET • Valorisation en temps réel • PRMP automatique, plus-values, dividendes, frais • Graphiques, allocation, performance, watchlist • Multi-comptes et multi-devises ANALYSE AVANCÉE • KAPI Score & Health Score • Fair Value, fondamentaux, valorisation • Beta, Sharpe, Sortino, VaR, drawdown • RSI, MACD, Bollinger • Rebalancing, diversification, concentration IA & AUTOMATISATION • Import CSV IA multi-brokers • Synthèse portefeuille IA • Revue de presse IA • Analyse IA par action FISCALITÉ & ÉPARGNE • Estimation fiscale PEA / CTO / Crypto • Livret A, PER, Assurance-Vie, SCPI… • Suivi frais, TTF et rendement PERSONNALISATION • Dashboard widgets drag & drop • Mode Simple / Expert • Alertes intelligentes • Partage visuel GRATUIT & PREMIUM Version gratuite puissante pour suivre votre portefeuille. KAPI Pro débloque l’analyse approfondie, les outils experts et l’expérience sans publicité. KAPI n’est pas un courtier. C’est votre cockpit financier personnel. Suivez. Analysez. Optimisez. Politique de Confidentialité : https://get-kapi.com/privacy.html Conditions Générales d'Utilisation : https://get-kapi.com/legal.html

Track your entire portfolio in one place: stocks, ETFs, crypto, gold and metals, bonds, real estate, private equity, structured products. The investment plan is YOURS to define. Your data stays on your device. No bank login. No subscription. No noise. YOUR PLAN, YOUR RULES — WE JUST DO THE MATH • Dollar Cost Averaging (DCA): the discipline of regular contributions, and you always know where you stand against your own schedule. • Value Averaging (VA): one of the few iOS apps to offer this advanced technique. From your growth target, the app computes the contribution that keeps the plan on track: larger when markets fall, smaller when they run ahead. • Recurring contributions and transfers: set them once, the app tracks every due date and reminds you. Sango never suggests what to buy or when to sell: it applies your rules, nothing more. SEE YOUR WEALTH CLEARLY • 8 asset classes, multi-currency, converted at today's rate and at historical rates: the currency effect is isolated, not buried in performance. • Unified journal: transactions and operations in a single filterable timeline. • Income calendar: upcoming dividends, coupons and rent, with passive income projected over 12 months. • Change breakdown: what came from your contributions, from the markets, from income, from currency. • Widgets for iPhone, iPad and Mac: your curve and your due dates on the home screen. MEASURE LIKE A PROFESSIONAL • Time-weighted (TWR) and money-weighted (MWR) returns. • Sharpe, Sortino, volatility, VaR, stress scenarios and Monte Carlo simulation. • 35 benchmark indices with 30 years of history built in: everything works offline. • Correlation matrix (Pearson, Spearman): what really moves together. • Diversification score: your concentration by position, type, sector and region. DECIDE WITH METHOD • Rebalancing assistant: target allocation, drift measurement, simulation of the contributions that bring you back in line. • FIRE projection: your path to financial independence — Coast FIRE, scenarios, withdrawals. Projections, not promises. • Gains summary: an estimate of your capital gains and investment income. An estimate, never a tax return. • PDF reports: net worth, rebalancing plan, gains summary. GET STARTED IN MINUTES • Guided setup: paste your portfolio from a spreadsheet, find your tickers, enter everything at once. • Full XLSX import/export in 10 languages, blank template included: your data comes in and goes out freely. • Demo mode, guided tour, help sheets and FAQ: every metric is explained where it appears. PRIVACY BY DESIGN Your financial data belongs to you. Period. • No bank connection, no account, no tracking: nothing to connect, nothing to leak. • Your data stays on your device and in your private iCloud. • Optional automatic prices through your own API keys (7 providers), refreshed daily in the background. ONE PURCHASE, EVERY DEVICE Free trial: track your first asset at no cost. Sango Premium, a single one-time purchase, unlocks unlimited assets on iPhone, iPad and Mac, with iCloud sync. No subscription, ever: the app is built by an independent investor, and nothing here exists to justify a monthly rent. THE SANGO KAKU PHILOSOPHY The app is named after the Japanese coral-bark maple: quiet, resilient growth through every season. Hence wallpapers that follow the seasons, and an interface that encourages patience over panic. IMPORTANT Sango Finance is a tracking and calculation tool. It does not provide investment advice, recommendations, or any incentive to trade. Market data comes from third-party providers through your own API keys and is not guaranteed. Investing involves a risk of capital loss.