Allfolio vs Stratica

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

Stratica is a visual asset management and portfolio analysis app designed to help you understand your complete financial picture in one place. Track investments, cash, precious metals, property, vehicles, and other real-world assets without forcing everything into a brokerage-only view. MANAGE YOUR ASSETS IN ONE PLACE
Keep securities, cash-like accounts, and physical assets together in a single structured system. Review your asset mix, net worth, and holdings at a glance. UNDERSTAND YOUR PORTFOLIO
Use clear charts to explore allocation, concentration, returns, and risk structure so you can better understand how your portfolio is built. SWITCH BETWEEN ANALYTICAL MODELS
Use the same asset data across multiple analytical models. Compare different perspectives on portfolio structure, allocation, and potential risk without maintaining separate copies of your data. TRACK REAL-WORLD ASSETS
Add gold, silver, property, vehicles, electronics, and other physical assets so your net worth is not limited to brokerage accounts. VISUAL INSIGHTS, NOT SPREADSHEET CLUTTER
Stratica turns complex asset data into readable charts and structured insights, helping you review changes, composition, and model outputs more easily. YOU STAY IN CONTROL
Stratica is built for asset tracking and analysis. It does not place trades or execute transactions on your behalf. Analytical outputs are for informational purposes only and should not be considered financial or investment advice. Stratica is for people who want a clearer, more structured way to understand their assets, portfolio, and long-term allocation.