Silverway vs Caudal

Silverway AM es la aplicación oficial de Silverway Asset Management, SGIIC, S.L. Diseñada exclusivamente para nuestros clientes, le ofrece acceso permanente, seguro y directo a su patrimonio desde la palma de su mano. Qué puede hacer en la aplicación: • Consultar su cartera: posiciones actuales fondo a fondo, valor liquidativo, saldo total y distribución de su patrimonio por fondo, sector, área geográfica y divisa. • Seguir su rentabilidad: evolución de su cartera frente a su índice de referencia, rentabilidad acumulada, anualizada y por año natural, con el periodo que elija. • Revisar su actividad: histórico completo de movimientos con filtros y buscador, órdenes en curso, descarga del justificante oficial de cada operación y exportación a CSV o Excel. • Operar sus fondos: suscripción puntual o periódica, reembolso y traspaso de entrada desde otra entidad, firmados con un código de un solo uso enviado a su móvil. • Consultar su documentación: contratos firmados y la documentación de los fondos de su cartera —DFI, folletos, fichas e informes periódicos—, con vista previa y descarga desde la app. • Simulación fiscal: estimación informativa de la tributación de un reembolso bajo criterio FIFO, con el detalle de las partidas afectadas. No constituye asesoramiento fiscal. • Máxima privacidad y seguridad: acceso con credenciales personales asignadas por Silverway, desbloqueo biométrico opcional y cierre de sesión automático por inactividad. En línea con nuestro compromiso con su privacidad, no utilizamos SDK de terceros para analítica ni rastreo publicitario. • Gestión de su acceso: cambie su contraseña y solicite la eliminación de su cuenta y datos asociados directamente desde la app, conforme al RGPD. Información importante y notas legales Sobre Silverway. Silverway Asset Management, SGIIC, S.L. es una sociedad gestora autorizada y regulada por la Comisión Nacional del Mercado de Valores (CNMV), con NIF B24846586 y sujeta a la regulación española y europea aplicable a las sociedades gestoras de instituciones de inversión colectiva. Uso de la aplicación. Esta app está dirigida exclusivamente a clientes con relación contractual con Silverway Asset Management, SGIIC, S.L. No constituye una herramienta de captación pública de ahorro, ni un servicio de trading, ni intermediación bursátil. Las rentabilidades pasadas no garantizan rentabilidades futuras. Contacto y soporte. Estamos a su disposición para cualquier consulta operativa en info@silverway.com. Para más información corporativa, visítenos en https://silverway.com/. Política de privacidad: https://silverway.com/politica-privacidad/ Aviso legal: https://silverway.com/aviso-legal/

Caudal is a portfolio tracker for people who take their investing seriously. Track stocks, ETFs, crypto and commodities in one place, see exactly what you're making, follow every dividend, and dig into the kind of analytics most trackers just don't have — in an app that's fast and actually nice to look at. Ditch the spreadsheet. Know exactly where you stand. ONE PORTFOLIO, EVERY ASSET - Stocks and ETFs, crypto and commodities — Bitcoin next to your shares, gold next to your ETFs - Log buys, sells, dividends, deposits and withdrawals in seconds - Live prices and a clean holdings list with logos, value and gain/loss - FIFO cost basis and fees baked in, so your numbers actually match your brokerage EACH ASSET IN ITS CURRENCY — AND YOURS - Your stocks trade in dollars, but you think in your own currency. Caudal shows every position in both, from 140 base currencies - It even splits your gain in two: how much came from the price, and how much from the exchange rate — position by position - Only invest in one currency? No problem — Caudal works exactly the same, with none of the FX noise DIVIDENDS, DONE RIGHT - A full dividend dashboard: history, yield on cost vs. current yield, year-over-year growth, and a calendar of what's coming - Your paid dividends get logged automatically ANALYTICS WITHOUT THE TERMINAL - Diversification by sector, asset class and country - Growth views: return over time, gain in money, performance by holding, side-by-side comparison, time-weighted return vs. a benchmark, and drawdown - The quant stuff too: CAGR, IRR, Alpha, Beta, R², Sharpe, Sortino, volatility, max drawdown, VaR and CVaR - Risk you can actually read: how much each holding adds to your total risk, and what today's risk means in your own money - Correlations between your holdings and by sector, so you can see what really moves together MARKETS AND ALERTS - Upcoming earnings and a dividend calendar - A watchlist with price targets that ping you when a stock hits your number - Stock pages you already know: a price chart with your buys and sells marked, 52-week range, multiples, margins, financial statements, and earnings beats and misses SET A GOAL - Project where your portfolio is headed, set a target, and track your progress BUILT FOR YOUR PHONE - A home screen widget that updates on its own: your portfolio value, what you've put in, and today's move — without opening the app - A search that understands you: type "gold", "coca cola" or "nvdia" and it finds what you meant, across stocks, ETFs and crypto - Import and export everything as CSV — your data stays yours - Dark mode, English and Spanish - Face ID lock and a privacy mode to hide your balances in public One place for everything you own, with the metrics and depth to actually understand it. Start free. SUBSCRIPTION Caudal Pro is an auto-renewable subscription, available monthly or annually, with a 14-day free trial. Caudal Pro includes: unlimited holdings, every analytics metric (CAGR, IRR, Sharpe, drawdown), the dividend dashboard and calendar, upcoming earnings for each holding, diversification by sector, asset class and country, price alerts and multi-currency. Payment is charged to your Apple Account at confirmation of purchase. The subscription renews automatically for the same period unless it is canceled at least 24 hours before the end of the current period. Manage or cancel your subscription anytime in your Apple Account settings. When it ends, your account returns to the free plan. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Caudal Terms & Conditions: https://mycaudal.app/terminos Privacy Policy: https://mycaudal.app/privacidad