Caudal vs Capventory

Caudal is a portfolio tracker for people who take their investing seriously. Track stocks, ETFs, crypto and commodities in one place, see exactly what you're making, follow every dividend, and dig into the kind of analytics most trackers just don't have — in an app that's fast and actually nice to look at. Ditch the spreadsheet. Know exactly where you stand. ONE PORTFOLIO, EVERY ASSET - Stocks and ETFs, crypto and commodities — Bitcoin next to your shares, gold next to your ETFs - Log buys, sells, dividends, deposits and withdrawals in seconds - Live prices and a clean holdings list with logos, value and gain/loss - FIFO cost basis and fees baked in, so your numbers actually match your brokerage EACH ASSET IN ITS CURRENCY — AND YOURS - Your stocks trade in dollars, but you think in your own currency. Caudal shows every position in both, from 140 base currencies - It even splits your gain in two: how much came from the price, and how much from the exchange rate — position by position - Only invest in one currency? No problem — Caudal works exactly the same, with none of the FX noise DIVIDENDS, DONE RIGHT - A full dividend dashboard: history, yield on cost vs. current yield, year-over-year growth, and a calendar of what's coming - Your paid dividends get logged automatically ANALYTICS WITHOUT THE TERMINAL - Diversification by sector, asset class and country - Growth views: return over time, gain in money, performance by holding, side-by-side comparison, time-weighted return vs. a benchmark, and drawdown - The quant stuff too: CAGR, IRR, Alpha, Beta, R², Sharpe, Sortino, volatility, max drawdown, VaR and CVaR - Risk you can actually read: how much each holding adds to your total risk, and what today's risk means in your own money - Correlations between your holdings and by sector, so you can see what really moves together MARKETS AND ALERTS - Upcoming earnings and a dividend calendar - A watchlist with price targets that ping you when a stock hits your number - Stock pages you already know: a price chart with your buys and sells marked, 52-week range, multiples, margins, financial statements, and earnings beats and misses SET A GOAL - Project where your portfolio is headed, set a target, and track your progress BUILT FOR YOUR PHONE - A home screen widget that updates on its own: your portfolio value, what you've put in, and today's move — without opening the app - A search that understands you: type "gold", "coca cola" or "nvdia" and it finds what you meant, across stocks, ETFs and crypto - Import and export everything as CSV — your data stays yours - Dark mode, English and Spanish - Face ID lock and a privacy mode to hide your balances in public One place for everything you own, with the metrics and depth to actually understand it. Start free. SUBSCRIPTION Caudal Pro is an auto-renewable subscription, available monthly or annually, with a 14-day free trial. Caudal Pro includes: unlimited holdings, every analytics metric (CAGR, IRR, Sharpe, drawdown), the dividend dashboard and calendar, upcoming earnings for each holding, diversification by sector, asset class and country, price alerts and multi-currency. Payment is charged to your Apple Account at confirmation of purchase. The subscription renews automatically for the same period unless it is canceled at least 24 hours before the end of the current period. Manage or cancel your subscription anytime in your Apple Account settings. When it ends, your account returns to the free plan. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Caudal Terms & Conditions: https://mycaudal.app/terminos Privacy Policy: https://mycaudal.app/privacidad

Capventory is a private journal of your net worth. Everything you own and everything you owe — bank accounts, cash, deposits, gold, a flat, a car, a mortgage — in one figure you update in minutes. • Manual: you record what a thing is worth today, not every transaction. • Complete: 19 kinds of asset and liability, 63 currencies, one total. • Private: no account, no bank connections, nothing leaves your phone. • Yours: a backup file and a spreadsheet export that open anywhere. • Free: no ads, no subscription, nothing to buy inside. HOW IT WORKS Add a position for every asset worth remembering, and save what it is worth on a chosen day. Several positions can be updated at once under one date — that is the whole ritual, and it takes a few minutes a month. Capventory converts every currency into the one you chose as your main one, and shows your assets, your debts, your net worth, and how they changed. WHY THERE ARE NO TRANSACTIONS You are never asked for trades, purchase prices or receipts. Each position asks one question: what is it worth now. That is what keeps updating your assets this fast. WHAT YOU GET • Assets and liabilities in one net worth, shown in any of 63 currencies • 19 kinds of position: accounts, cash, deposits, investments, brokerage, bonds, crypto, precious metals, collectibles, jewellery, property, vehicles, business, cards, loans, mortgages, private debt • Exchange rates for the day you chose, with their source shown — or entered by hand • The history of your capital and of every position, with corrections to the past • Structure by category, by currency, and by a label you invent yourself • An optional expected annual rate, and an optional inflation adjustment that changes labels only and never your figures • Several portfolios, each with its own currency and history • A backup file, and a spreadsheet that opens in Numbers, Excel or Google Sheets • Face ID lock and update reminders HONEST DATA When no rate was published for a day, Capventory says the total is partial and names what is missing. It will not carry yesterday's rate forward to make a figure look complete. WHAT IT DOES NOT DO No bank connections, no statements, no reading of your messages. No transactions, budgets or spending categories. No market quotes for property, cars or crypto — those values are yours to set. No account, no cloud, no ads, and nothing to buy inside. Questions and requests: support@capventory.com Privacy: https://capventory.com/privacy