Wealth Compass Tracker vs tickerfolio

Wealth Compass is a private, local-first personal finance dashboard that helps you understand your net worth, cash flow, investments, crypto assets, and liabilities in one place. Build a clear picture of your finances: - View net worth, cash balance, investments, and crypto at a glance - Track income and expenses with categories and visual trends - Schedule recurring transactions and receive optional local reminders - Monitor stock, ETF, and cryptocurrency holdings - Review cost basis, profit and loss, and portfolio allocation - Track liabilities alongside your assets - Follow net-worth history with automatic local snapshots - Convert values using cached ECB reference exchange rates - Hide sensitive amounts instantly with Privacy Mode - Protect the app with Face ID or Touch ID - Export, import, and delete your local data whenever you choose Your financial records stay on your device. Wealth Compass does not require an account and does not store your portfolio or transaction history on developer-operated servers. Optional market-price updates use API credentials that you provide. Credentials are stored securely in the iOS Keychain. Wealth Compass is an informational tracking tool. It does not connect to financial institutions, execute trades, provide financial advice, or guarantee the accuracy of third-party market data.

tickerfolio brings all your investments into one clear view. Import the trade history you already have at your broker and see what every portfolio is worth today, in the currency you choose. IMPORT FROM YOUR BROKER Export your transaction history and open it in tickerfolio. The app reads files from mBank, Revolut (stocks and crypto), Saxo and Coinbase, recognizes each instrument and shows you a review before anything is saved. Transactions you already have are skipped, and every import can be undone. ALL YOUR PORTFOLIOS, ONE CURRENCY Keep a separate portfolio for each account and see them all together. Every portfolio has its own display currency, and costs are converted at the exchange rate from the day of each transaction, so your results include the effect of currency moves. RESULTS THAT MAKE SENSE - Open positions with today's change or their unrealized result. Today counts only the shares you still hold. - On days you sell, see what each sale realized. - Your all-time result: unrealized, realized and the total, after fees and currency moves, always calculated the same way. - Every closed position with its result and how long you held it. - A value chart from one day to all time, including year to date. Drag your finger to see any day; buying more never counts as a gain. - A map of the day: every holding sized by its value and colored by today's move. - US stocks before the open and after the close: a separate line shows the price or value from pre-market and after-hours trading, while the main figures stay at the regular session. EVERY HOLDING IN DETAIL Tap a holding to see its price chart from one day to all time with your average purchase price, your position and result, key statistics such as P/E, market cap and dividend yield, and all its transactions. Touch and hold a holding to open it in Apple's Stocks app. EVERY TRANSACTION IN ONE PLACE Browse buys, sales and imports, search them, and add or edit transactions by hand, including fees, stock splits and purchases paid from an account in another currency. PRIVATE BY DESIGN Your portfolios stay on your iPhone. No account, no ads, no tracking. To fetch prices, the app sends only ticker symbols, currencies, search text and its version number, never quantities, purchase prices or portfolio values. Export a backup file whenever you like. PRICES Prices, exchange rates and instrument search come from the tickerfolio data service and require an access key, issued free of charge on request (see the support page). Without a key, importing, portfolios, transactions and backups work fully, just without prices. Dark and light themes. English and Polish. Prices may be delayed. tickerfolio is a portfolio tracker for information only and does not provide investment advice.