Holdings vs myComptee

Holdings is a private net worth tracker that brings your entire financial life into one clear picture — month after month. From cash and ETFs to crypto, real estate, and mortgages, track every line of your net worth and watch it grow over time. WHAT YOU CAN TRACK • Bank accounts and cash • Stocks, ETFs, and bonds — with automatic live prices • Crypto • Real estate and property • Mortgages, loans, and other debts HOW IT WORKS • Create your assets once • Update values each month — manual for accounts, automatic prices and FX rates for market assets • See the trend with clean charts, statistics, and allocation breakdowns MULTI-CURRENCY Hold assets in different currencies and see your whole net worth converted to the currency you choose, with up-to-date exchange rates. PRIVATE BY DESIGN Your financial data stays on your device and syncs privately through your own iCloud — across iPhone, iPad, and Mac. No account to create, no servers storing your portfolio, no ads. Lock the app behind Face ID or Touch ID. STAY ON TRACK Optional monthly reminders help you keep your history complete, so your trend line never has gaps. HOLDINGS PRO Unlock deeper insight with a one-time purchase — no subscription: • Global distribution — see which countries your wealth is invested in • Company & sector distribution — see what your stocks and ETFs are really exposed to • Real estate valuation — automatic property estimates from OMI and HPI data • Import & export your whole portfolio as CSV Start building a clear, honest view of your wealth today.

myComptee manages your personal finances AND your shared accounts, built for life with others (couples, flatmates, families). No automatic bank connection: you stay in control of your data. You enter your transactions (or import your history), and myComptee helps you see clearly. PERSONAL AND SHARED ACCOUNTS • Create as many accounts as you like. • Share a joint account with other members: everyone sees and enters transactions in real time. • Owner / member / viewer roles. EVERYDAY TRACKING • Expenses and income, with customisable categories and sub-categories. • Payees (merchants) with a default category and logo. • Attachments (receipt photo, PDF). • Search, advanced filters and sorting. BANK RECONCILIATION • Tick off your transactions against your bank statement, the MS Money way. • Reconciled / unreconciled balances at a glance. TRANSFERS, SCHEDULES & FORECAST • Internal transfers between your accounts. • Recurring transactions (rent, subscriptions, salary). • Projected balance for the days ahead. IMPORT & REPORTS • Import your history in QIF format (from MS Money in particular). • Spending reports by category, with month-over-month comparison. SYNCED & NOTIFIED • Your data synced in real time across all your devices (iPhone, web). • Notifications when a member of a joint account adds a transaction. PRIVACY • Your sensitive data (account names, IBAN, notes) is encrypted. • No ads, no data reselling. myComptee is free. Your finances, your way — and shared with the people you choose.