Allfolio vs 慢富

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

慢富是一款本地优先的家庭资产管理与投资收益分析工具。把分散在银行、基金、证券等账户中的资产整理到一起，看清家里有多少资产、钱投到了哪里，以及财富增长中有多少来自投入、多少来自投资收益。 【一眼看清家庭资产】 手动记录现金、基金、股票、黄金、养老金等资产，查看总资产与财富曲线。按家庭成员、资产类别、账户平台和策略分类，保存常用分组，分别观察家庭、个人或长期账户。支持多币种记录，汇率由你手动填写。 【分清投入与投资收益】 分别记录资产估值与转入、转出，查看区间投资收益、收益日历、资产分布与盈亏归因。投资表现页提供估算累计收益率、年化收益率、波动率、夏普比率与最大回撤；按已有估值记录计算，数据不足时说明原因。 【更新估值，更顺手】 逐项连续更新资产，按需打开四则计算，采用结果后再确认保存。设置每周指定日期或工作日提醒，也可通过主屏幕“记录估值”快捷操作进入更新流程。 【和家人一起维护】 只有主动开启或加入家庭共享后，相关账本记录才会通过 Apple iCloud 与受邀家人同步。共享关闭时仍可独立使用。支持手动导出、导入与合并备份，恢复或重置前保留本机安全副本。 【分享进展，保护隐私】 为家庭、分组或单项资产生成财富卡片与投资表现图片，自选隐藏金额，再分享或保存到相册。支持金额隐藏、后台遮挡与可选 Face ID／Touch ID 应用锁。App 不接入广告、统计、崩溃上报或第三方追踪 SDK。 从演示账本开始了解慢富，无需注册开发者账户。已有账本也能进入临时演示，体验过程不会改动真实数据。 慢富不连接银行，不提供自动行情、自动汇率、资产托管、交易或投资建议。收益及风险指标用于记录和回顾，不代表未来表现。 隐私政策与技术支持：https://slowwealth-privacy-support.njuptlxj.chatgpt.site/