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 calculates itself. Plus the calendar, the insiders and the news that move it. Portevo shows what you usually have to piece together from a spreadsheet and a dozen websites: how much you really earn on your investments - after commissions, spreads and currency conversion - and what is about to move the stocks you hold. YOUR PORTFOLIO, HONESTLY CALCULATED • Upload a report from your brokerage account - Portevo works out the rest • Reads Robinhood and Revolut statements (stocks and crypto), XTB reports, and any other broker through an AI reading of a file or a screenshot • Your whole account in your own currency: USD, EUR, GBP and more, at each day's exchange rate • 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 • Allocation by sector, currency, region and asset class • Closed positions, win rate and what exiting the portfolio would actually cost EARNINGS CALENDAR • Quarterly report dates for the coming weeks, with your holdings highlighted • EPS and revenue estimates, and the surprise once results land • How the price reacted after previous reports • Macro calendar: rate decisions, inflation, labor market data - with a countdown to the Fed INSIDERS AND CONGRESS • What members of Congress, the president, the cabinet and company executives buy and sell - from official filings • A ranking of people with the result of their purchases • Insider faces on every company chart, exactly where someone bought • A notification when an insider trades a company you hold TOOLS • Portfolio score from 1 to 100: does your portfolio do what you say it should • ETF scanner: what is actually inside a fund, in what proportion and at what fee • Dividend screener, payout calendar and income calculator • Risk X-ray and correlation map • News bot: SEC filings and official releases rated by AI around the clock ONE ACCOUNT, TWO SCREENS Portevo runs on your phone and in a desktop browser. Portfolio, watchlist and settings sync on their own. PORTEVO PREMIUM The core features are free and will stay that way. Premium adds what a spreadsheet will not give you: portfolio risk measures, insider profiles and notifications, AI news analysis and unlimited AI report readings. Monthly or yearly subscription, renews automatically, cancel anytime 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/terms Privacy: https://www.portevo.pl/privacy