Allfolio vs iAssets

Allfolio is a private portfolio and bookkeeping tracker for people managing multiple brokers, accounts, assets and currencies. Link every trade to a cash account so holdings, cost basis, realized and unrealized P&L, cash flow and net worth always add up. Use Allfolio to build a clear picture of your finances: - See stocks, ETFs, funds, crypto, cash, property and custom assets across accounts and currencies - Link buys and sells to cash accounts so balances update with each trade - Record dividends, edit or delete individual transactions, and recalculate holdings and returns - Review net worth, allocation, cost basis, realized and unrealized P&L, and returns against index benchmarks - Manage income, expenses, transfers and recurring plans in the same ledger - Import trades from screenshots with optional AI recognition - Keep records on your device by default, with optional sync through your own private iCloud account Allfolio does not require a developer-operated account. Core records stay on your device unless you choose iCloud sync, and AI features are optional. Usage statistics help us understand onboarding and subscription problems without including portfolio or transaction contents. Sharing stays off until you explicitly choose to share at first launch. You can change this choice on the subscription screen or in Settings without affecting features or prices. Subscription Starting with version 1.1.2, all users, including users who installed earlier versions, need an active Allfolio Pro subscription (yearly or monthly) or trial to continue using the app. Eligible Apple Accounts can start a 14-day free trial. Your existing portfolio and transaction records are retained when you update or a subscription expires. Payment is charged to your Apple Account when the trial ends. The subscription renews automatically at the price shown in the app unless auto-renew is turned off at least 24 hours before the end of the current period. You can manage or cancel anytime in your App Store account settings. Allfolio was previously called Astrolabe. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://ogerhsou.github.io/astrolabe-portfolio-support/privacy.html

iAssets — Clear Overview, Easy Tracking Keep stocks, crypto, savings and other investments together. See how your assets are allocated and how your returns change over time. Stocks and Dividends • Search by name or symbol across US, Hong Kong, Shanghai, Shenzhen, Beijing, Japanese, Korean, UK and over-the-counter markets • Filter search results, holdings and dividends by individual exchange or market, with clear color labels • Recognize your holdings more easily with company logos across more markets • Record buys, sells, dividends and fees, with automatic calculations for net invested, profit and loss and after-tax dividends • Stock assets reflect current holdings only; net sale proceeds remain a separate transaction statistic • Fully selling a position removes the stock and related records; existing closed-position history is not deleted automatically • See assets, total profit and loss and today's profit and loss at a glance; expand a holding for trade details and actions • Add custom stocks with a currency picker beside the price and an easy-to-reach button below • Quotes from Eastmoney, Tencent and Yahoo Finance; some market quotes may be delayed • Stock search shows prices and currency codes, with more display currencies supported Crypto Assets • Connect regular Binance accounts or lead trader accounts to view spot balances, futures positions and estimated asset values • Refresh automatically or pull to refresh, and include crypto in your total assets and allocation • Viewing only, with no trading or transfers; copy trader portfolios are not currently supported Asset Overview • Organize cash, deposits and wealth products with colorful cards; regional templates offer 401(k) / IRA, MPF or provident fund, with Property and Other Assets in the common templates • Create custom asset categories and valuation methods, rename categories, and move assets between them • See deposit rates and time remaining, or wealth-product shares and NAV, beside balances • See creation and update times clearly, with collapsible groups and drag-to-reorder • View stocks, crypto and other assets together, with support for multiple display currencies • See FX rate status and data dates; missing rates mark totals incomplete while original-currency assets remain visible Made for Everyday Use • Sync stocks, manually managed assets and settings with iCloud; view and record stocks and manual assets offline • Crypto connection details stay on your device; crypto balances and positions are not synced to iCloud • Choose Simplified Chinese, Traditional Chinese or English, light or dark themes, and your preferred gain/loss colors • Other system languages default to English; gain/loss colors start with regional defaults and remain customizable • No ads or social feed; basic features are free, with subscription and lifetime Pro options Terms of Use (Apple Standard EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/