Payfin vs Helvestor

Payfin is a comprehensive portfolio management tool that allows you to easily track your personal budget and investments from a single platform. Key Features: • Track your income and expenses instantly to keep your budget under control. • Monitor your gold, foreign currency, crypto, and stock market investments with live data on one screen. • Analyze the total value and changes of your assets with clear and insightful charts. • Manage your money effectively without dealing with complex accounting processes. Payfin is always with you on your journey to financial freedom!

See Your Whole Portfolio. Clearly. Trackers show you numbers. Helvestor explains them — like a personal analyst who actually knows your portfolio. ALL ACCOUNTS. ONE DASHBOARD. NO BANK LOGIN. Stocks, ETFs, crypto and other assets from every broker in one clean view. Group accounts freely into sub-portfolios. Track value and performance by day, week, month, YTD, year or max. Add positions manually or import statements — no broker PIN, no bank API. Your credentials never leave your hands. AI THAT EXPLAINS, NOT JUST CALCULATES Your AI portfolio score rates diversification, costs, the macro environment and risk — most important point first, in plain language. IRR and TTWROR come with context, not as bare numbers. Daily and weekly AI market updates show your biggest movers and explain why they moved. And when you have a question, ask the built-in AI assistant about your own portfolio. DIVIDENDS, BEFORE THEY ARRIVE The dividend calendar shows your payout history with year-over-year growth — and forecasts what your portfolio will pay you over the next 12 months. PRIVACY MODE One tap hides all amounts while relative performance stays visible. Show your strategy without showing your wealth. AND THERE'S MORE Benchmark your portfolio against any stock, ETF or crypto Watchlist with price targets and alerts Follow the trades of famous investors and US politicians Financial plan calculator: set a goal, see when you'll reach it START FREE No credit card required. Upgrade only once Helvestor has earned it. Helvestor is a private tool for understanding your portfolio. Not investment advice. No tax filing, no pillar 3a, no securities statement. Terms/EULA: https://www.helvestor.ch/documents/agb Privacy: https://www.helvestor.ch/documents/datenschutz