BeWealthy vs Portevo

Your whole financial life in one number. BeWealthy pulls everything you own and everything you owe into a single balance, updated every day. Bank accounts, cash, brokerage portfolios, crypto, government bonds, real estate, loans and credit cards all live in one place, in one balance. EVERYTHING YOU OWN, IN ONE BALANCE - Cash, bank and savings accounts - Stocks and ETFs with live prices - Crypto across exchanges and wallets - Government bonds and fixed income - Real estate and physical assets - Loans, leases and credit cards on the liabilities side A NET WORTH CHART THAT MAKES SENSE Watch your wealth build over 1 week, 1 month, 3 months, 1 year, 5 years or since day one. Pull down to refresh and every stock, ETF and crypto position reprices at once. REAL RETURNS, NOT GUESSWORK Every position shows what you paid versus what it's worth now. Portfolio-level returns are calculated with XIRR, so deposits and withdrawals at different times don't distort the picture. Currency effects are shown separately from actual performance. A BUDGET BUILT AROUND HOW YOU ACTUALLY SPEND - Monthly limit overall and per category - Spending breakdown by category, with progress toward every limit - Savings rate calculated automatically - Five different views of the same month: donut, calendar, bars, percentages and trend - Recurring transactions for rent, subscriptions and instalments SHARED EXPENSES WITH FRIENDS Create a pool for a trip, a flat or a project, add the people involved, and log who paid for what. BeWealthy splits it and shows exactly who owes whom — no separate app needed. GOALS THAT KEEP YOU MOVING Set a target, track your pace, and see the streak of months you've kept contributing. Your main goal sits right on the dashboard. LIVE PRICES FROM SOURCES YOU KNOW Stocks, ETFs and crypto refresh automatically. Set price alerts and get notified when something hits your target. WORKS IN YOUR CURRENCY Hold assets in multiple currencies and see everything converted into your base currency, with exchange-rate effects broken out. BRING YOUR DATA IN AND OUT Import CSV or Excel statements from your bank, your broker or your crypto exchange, and export everything back to CSV whenever you want. Your data is never locked in. ON YOUR HOME SCREEN Widgets put your net worth, budget progress and goals one glance away. PRIVATE BY DESIGN No ads. No selling your data. Ever. Lock the app behind Face ID and hide your balances with one tap when someone's looking over your shoulder. BEWEALTHY PRO Unlock investments, crypto, bonds and real estate, Pro analytics and forecasts, price alerts, CSV import and export, Home Screen widgets, all currencies and more — with a 3-day free trial. Terms of Use (EULA): https://bewealthy.cloud/terms/ Privacy Policy: https://bewealthy.cloud/privacy/

A portfolio that does its own math. And a calendar that tells you when it will move. Portevo shows two things that usually take a spreadsheet and a dozen websites to put together: what you actually earn on your investments - after commissions, spreads and currency conversion - and when the companies you hold report their quarterly results. YOUR PORTFOLIO, HONESTLY CALCULATED • Upload a report from your brokerage account - Portevo works out the rest • Value after costs: commissions, spreads and conversions subtracted, not hidden • Time-weighted return and XIRR - two measures, because they answer different questions • Value chart accurate to a single session, intraday included • Deposits marked on the chart, so gains are never confused with funding • Allocation by sector, currency, region and asset class • Closed positions with settlement and tax • What exiting the portfolio would actually cost - calculated before you consider it EARNINGS CALENDAR • Quarterly report dates for the coming weeks • Earnings per share and revenue estimates, and the surprise once results land • Company history: revenue, margins and trends quarter by quarter • Macro calendar: rate decisions, inflation, labour market data • Regulatory filings from Warsaw Stock Exchange companies MARKETS AND COMPANIES • Search companies worldwide, with fundamentals and ratios • A watchlist shared between phone and browser • ETF scanner: what is actually inside a fund, in what proportion and at what fee ONE ACCOUNT, TWO SCREENS Portevo runs on your phone and in a desktop browser. Portfolio, watchlist and settings sync on their own - start on the phone, finish on the bigger screen. PORTEVO PREMIUM The core features are free and will stay that way. Premium adds what a spreadsheet will not give you: portfolio risk measures, full settlements, signals from market news and analytical tools. Monthly or yearly subscription, renews automatically, cancel in your iPhone Settings. Portevo provides analytical tools, not investment advice. The numbers show what follows from your data and from market data - the decision and the risk remain yours. Terms: https://www.portevo.pl/regulamin Privacy: https://www.portevo.pl/prywatnosc