Intelligent Portfolio vs Stock Screener

Intelligent Portfolio is the portfolio rebalancer that keeps you on target - without spreadsheets, without syncing your bank, and without an account. Add your holdings, set a target for each asset class, and the app tells you exactly what to buy or sell to get back on track. _________________________________________ ONE VERDICT. ONE PLAN. --------------------------------------- Portfolio - your net worth, one clear verdict of how far off target you are, and an actual-vs-target bar for every asset class, with a "Plan a rebalance" button. Plan - answer one question: Rebalance, Invest cash or Take cash out. You get a checklist of exact buy and sell orders to tick off and record. The plan is kept until you finish it. Activity - a performance chart and a ledger of every recorded trade. The + button on every tab adds a holding, records a trade, imports a file or connects a broker or wallet. A first-run checklist walks you to your first plan. _________________________________________ REBALANCE WITH PRECISION --------------------------------------- The two-level algorithm works the way a portfolio manager thinks: it balances flows between asset classes first, then breaks them down into orders per holding, grouped by class. Invest cash puts new money where it's needed most - often no selling required. Take cash out builds a proportional sell plan that raises the amount you need while keeping you as close to target as possible. Precise +/− steppers and a live "Allocated" total make your targets add up to 100%. Mark property, art or private stakes "Only as a whole" and plans never buy or sell a fraction of them. _________________________________________ BRING YOUR PORTFOLIO IN --------------------------------------- Import a CSV from any broker or spreadsheet. Trading 212, Interactive Brokers, eToro, Yahoo Finance, Saxo and Trade Republic exports are detected automatically, or map the columns yourself. A per-row report flags any line that needs attention. Connect Trading 212, Alpaca, IG or Public.com read-only (Pro). The app reads positions and never places trades. Your broker credentials stay in the iOS Keychain on your device. Track crypto wallets by public address: Bitcoin, Ethereum, Solana, BNB Chain and Polygon. _________________________________________ BUILT FOR PRIVACY --------------------------------------- Everything stays on your device. No account, no server, no third-party sync. Your portfolio data never leaves your iPhone unless you choose to enable iCloud backup in Settings. Broker connections run directly between your iPhone and your broker. Also included: home-screen widgets, light and dark mode, six languages (English, German, Spanish, Russian, Turkish, Chinese), larger tap targets, VoiceOver labels and Reduce Motion support. _________________________________________ PRO FEATURES --------------------------------------- A 7-day free trial unlocks the full Pro experience: Unlimited holdings and asset classes Read-only broker connections CSV import from any broker or spreadsheet iCloud backup Home-screen widgets Subscriptions are managed through your Apple ID. Cancel any time in Settings → Apple ID → Subscriptions. Intelligent Portfolio is a planning tool, not investment advice. You make every decision and place every trade yourself. Terms of Use: https://iportfolio.ertugrulkucukkaya.com/terms Privacy Policy: https://iportfolio.ertugrulkucukkaya.com/privacy

Stock Screener runs on SEC filings: screen US and Borsa Istanbul stocks on the numbers companies report, and see whether each dividend is actually covered. No account needed. It reads the numbers companies file themselves: SEC EDGAR 10-Q and 10-K reports for 4,600+ US companies, and measures derived from KAP disclosures for 600+ Borsa Istanbul companies, each with KAP named as the source and a link to the company's KAP page. The data ships inside the app and is refreshed with app updates, so every screen runs on your iPhone in milliseconds. SCREEN ON REPORTED NUMBERS • 37 ready-made screens in 12 modules: profit streaks, growth, Piotroski F-Score, Altman Z'', debt, cash, margins, returns, sector ranks • Results ranked side by side: profit streak, margins, growth • Quarter by quarter: revenue and net income with the date each filing came in • Sector heat map: medians for ROE, margins, growth and debt, every sector on one grid • Compare up to three companies and build your own screens from any metric IS THE DIVIDEND COVERED? Each dividend payer gets five checks, straight from its annual filing: 1. Does operating cash flow, less capital spending, cover the dividend? 2. Does profit cover it (payout ratio)? 3. Debt level 4. No cut in dividend per share over the last five years 5. Direction of return on assets You see "4 of 5 checks passed" and which one failed, plus how many years in a row the dividend was raised. DIVIDEND CALENDAR AND PORTFOLIO • Declared ex-dividend and payment dates, taken from company announcements, never estimated • Add what you own and the price you paid: yearly dividend income, monthly average and yield on cost • Five years of balance sheet, income statement and cash flow for US filers OPTIONAL REMINDERS A Monday reminder when your free screen is back, and a note the day before a stock you hold goes ex-dividend. Both are local notifications created on your iPhone, and each has its own switch in Settings. WHAT IT DOES NOT DO No forecasts, no buy or sell calls, no broker connection, no account. Screens use filed numbers only; the price chart and index comparison on a stock's page are free TradingView widgets. Your holdings stay on your iPhone. FREE AND STOCK SCREENER PRO Free: one screen a week with its full result, back every Monday. Other screens show how many companies match and the first two. Also free: today's dividend dates, the first safety results, up to three holdings and three companies on your watchlist. Stock Screener Pro opens everything: every screen in full, your own screens, four years of quarters, every announced dividend date, all five checks, financial statements, the sector heat map and compare. Weekly, monthly, yearly or a one-time lifetime purchase; eligible new subscribers get a 7-day free trial on the yearly plan. Not investment advice. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://vomcore.com/quarvo/privacy