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- sheyps Vs. WealthBuilder Planning
sheyps vs WealthBuilder Planning Usage & Stats
Tired of your spreadsheets? sheyps offers an easy and clean overview to all your assets, and helps you keep track of your net worth.
Extrapolate your current portfolio value into the future and get insights and assumptions for your retirement.
Add any type of asset you want.
FLEXIBILITY
sheyps offers a maximum of flexibility. You can order all your assets in categories you define yourself. You can input values directly or as the quantity of a value. Manually provided, or from the market (premium). You decide. Currently sheyps is only available on iOS for iPhone. But in future it will be provided on iPad and MacOS as well, all synched via iCloud.
PRIVACY
"we believe that privacy is a fundamental human right" - Tim Cook Apple
sheyps doesn't track any of your data, we don't try to cross-sell you anything else and obviously we don‘t sell your data. We don't work with any financial institutes and any data you provide stays on your devices, synched and encrypted via iCloud.
USABILITY
The focus of sheyps clearly lies on tracking your current net worth. The most important part is to make updating your quantities as easy as it gets. For this reason, by design, sheyps refrains from tracking historical data to an exaggerated degree. You don't need to provide any dates or buy in values. Simply put in you current quantities and you are good to go.
SUBSCRIPTIONS
sheyps is a free download and you can manually input anything you like. To access real time market data sheyps offers auto-renewing subscriptions. The subscription price will be charged to your iTunes Account.
FEEDBACK
If you have any feedback or need help you can reach out to feedback@sheyps.com
TERMS OF SERVICE
https://www.sheyps.com/other/terms-of-service
PRIVACY POLICY
https://www.sheyps.com/other/privacy-policy
- Apple App Store
- Free
- Finance
Store Rank
- -
WealthBuilder Planning. View your financial life. Anytime. Anywhere. Viewing your financial life in the WealthBuilder Planning software is just the first step of the planning process. If you are a paid subscriber, our fiduciary advisors will help you analyze, implement and monitor your financial plan, while giving you flexibility to adjust your plan based on changes in your circumstances. Request free access to WealthBuilder Planning at www.wealthbuilderplanning.com
- Apple App Store
- Free
- Finance
Store Rank
- -
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sheyps VS.
WealthBuilder Planning
December 17, 2024