Zealth.io vs Guardfolio

"Everybody needs a financial plan — but not everybody can afford a financial planner. And so, for that reason, here is Zealth." — Gabriel Shahin, CFP & Co-Founder Zealth turns financial planning into an adventure you actually want to go on — built by a Certified Financial Planner for people who don't live in spreadsheets. See your complete financial picture in one place. Know where you stand today. See where you're headed tomorrow. ——— WHAT-IF SCENARIOS ——— What happens if you boost your income by $20K? Retire five years early? Cut expenses by 15%? Adjust income, expenses, and retirement age on the fly and instantly see how those decisions ripple through your future wealth. ——— YOUR WEALTH, MAPPED ——— Net worth, cashflow projections, assets, investments, and liabilities — all calculated automatically. No spreadsheets. No finance degree required. ——— YOUR PERSONAL FINISH LINE ——— Zealth shows you your financial independence date — personalized to your life, not a generic number. Watch how every decision moves you closer to freedom. ——— WHAT YOU CAN TRACK ——— · Employment, bonuses, RSU, tips, side income · Retirement accounts: 401(k), Roth IRA, HSA, SIMPLE IRA, 403(b), 457(b) · Real estate, stocks, bonds, crypto · Mortgage, loans, credit card debt · Life events: home purchase, family, sabbaticals, career changes 86% of users feel more in control of their finances.

Guardfolio gives self-directed investors a clearer view of what they own and where portfolio risk may be hiding. Bring supported brokerage and retirement accounts into one unified view, or create portfolios manually. Review holdings, performance, allocation, concentration, diversification, and portfolio risk from one clear dashboard. Use Guardfolio to: • View holdings across multiple portfolios • Analyze sector, country, asset type, and currency exposure • Identify concentration and diversification gaps • Review ETF overlap and look-through exposure • Monitor portfolio health and risk scores • Compare performance with relevant benchmarks • Create alerts for meaningful portfolio changes • Manage notification preferences • Track portfolios manually or through supported read-only connections Guardfolio is built for informational and educational use. It does not execute trades, manage assets, or provide personalized investment advice. Market data, valuations, and analytics may be delayed or inaccurate and should be verified with your broker. Investing involves risk, including the possible loss of principal. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://www.guardfolio.ai/privacy