Wealth Position: Budget Track vs Portseido Usage & Stats

Wealth Position is a personal finance app. We provide the financial tools to track, plan, budget and forecast your financial independence journey. KEY FEATURES ### Income, Expenditure, Assets, Liabilities and Wealth ### You can track, budget and forecast it all in as much or little detail as you want. We provide consolidated and detailed financial overview which you can summarise by week, month or year to track and plan your progress. See all of your bank accounts, investments, credit cards, mortgages and loans. ### Custom categorisation, Bank sync, CSV import and manual transaction entry ### You can sync, import and enter transactions in any way you want. Synced transactions can be edited and categorised however you want. If you don't want to connect to your bank, we have powerful import cleaning tools and custom manual entry templates to speed up your transaction entry process. We give you full control. ### 60 year forecast ### You can view what your financial position will be up to 60 years in the future. You can build your forecast in as much detail as you want. Plan for significant life events, figure out how long it will take you to reach your savings targets, pay off debt and achieve your financial independence goals. ### Multi-currency and Cryptocurrency support ### We support 156 different currencies and 573 different crypto currencies. You can have accounts and enter transactions in any currency. Wealth Position will automatically convert amounts to show your balances each day in any currency. ### No ads ### We don't sell your data and we don't show any adverts on our service. Your data belongs to you and you have full control. ### Multi device support ### Our service is available on any device with an internet browser. You can use it on desktops, laptops, tablets and mobile phones.
  • Apple App Store
  • Free
  • Finance

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A powerful portfolio and dividend tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. Have your investments under control from your mobile device. Track all investments in one place, see past and future dividends, monitor asset allocations, measure and benchmark portfolio performance, and more. TRACK ALL INVESTMENTS IN ONE PLACE - Cover over 70+ stock exchanges, 20,000+ ETFs, and Cryptos - Display in any currency in the world - Aggregate multiple portfolios and easily switch between them - Easy to set up TRACK YOUR DIVIDENDS - Automatically add dividends - Track historical dividends - Manage and plan your future dividends MANAGE YOUR ASSET ALLOCATION - See how your portfolio is allocated - Monitor how each position performs - Track your average cost over time MEASURE PORTFOLIO PERFORMANCE - Measure your performance against your preferred benchmarks - Track your return with Simple Return, Time-Weighted Return (TWR) and Money-Weighted Return (MWR) - See your performance in any period
  • Apple App Store
  • Free
  • Finance

Store Rank

- -

Wealth Position: Budget Track vs. Portseido ranking comparison

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Wealth Position: Budget Track VS.
Portseido

December 31, 2024