Finance.you

Description

finance.you is a portfolio tracker built by someone who actually uses one. Pull together every account (bank, brokerage, TFSA, RRSP, FHSA, 401(k), IRA, Roth IRA, real estate, crypto) into one net worth number. Updated live. Built for self-directed investors in Canada and the US first; UK and Australia foundation included. WHAT'S INCLUDED FOR FREE • Net worth across every account, currency, and asset class • Holdings dashboard with consolidated positions across brokers • Dividend tracking: calendar, ex-dates, cumulative income • ACB / cost-basis tracking with superficial-loss detection (Canada) • Cost basis and wash-sale detection (US) • Contribution-room tracking across TFSA, RRSP, FHSA, 401(k), Roth IRA, HSA • Multi-currency net worth with daily FX • Tax-aware reports: capital gains, eligible vs ordinary dividends, foreign withholding • FIRE calculators and retirement projections: coast, lean and fat FIRE, the 4% rule, safe withdrawal rates, account drawdown WHAT PRO ADDS ($4.99/MONTH, AUTO-RENEWING) • Strategy Analytics. Options structures across your holdings, scored on IV rank, days to earnings, and position size. For your own research, not financial advice. • Portfolio Perspectives. Buffett DCF, Graham, Lynch and Greenblatt lenses on your holdings, as educational frameworks. • Options Lab. Multi-leg builder for iron condors, verticals and diagonals. Payoff diagrams. Greeks. • Risk Analytics. VaR, sector concentration, correlation matrix. • Performance Analytics. Trade-by-trade P&L with MFE/MAE, win rate, and edge vs SPY/QQQ. • Portfolio chat. Ask "what's my YTD dividend in CAD?" and get answers from your real data. • Tax optimization. Tax-loss harvesting, asset location, contribution priority. PRIVACY-FIRST • Read-only broker connections. We cannot move your money. • Encrypted at rest, TLS in transit. • No ads, no data sales, no AI training on your transactions. • Delete your account and all data with one click. One app for both finance.you and WealthWatch. This is the same app as WealthWatch (wealthwatch.ai). If you signed up there, sign in with the same account. Same app, new name, more retirement tooling. finance.you is not a registered investment advisor and does not provide personalized financial, tax, or investment advice. All analytics are illustrative and based on user-imported data. Users are responsible for their own investment decisions. Subscription auto-renews monthly at $4.99 USD unless cancelled at least 24 hours before the renewal date. Manage or cancel in iOS Settings, Apple ID, Subscriptions. Privacy Policy: https://finance.you/privacy Terms of Use (EULA): https://finance.you/terms

WealthWatch is now finance.you. Same app, same account, same data — only the name and icon changed. Nothing to migrate and nothing to re-link; sign in exactly as before. NEW Trading journal that fills itself in Your closed trades are already imported, so the journal now pre-fills the symbol, dates, fills and result. All you write is why you took the trade. Tag your setups and it reports win rate and profit factor per setup, which is the number that actually tells you what to stop trading. Position size calculator Account size, risk per trade and your stop give you shares, dollars at risk, R-multiple and the win rate you need to break even. Portfolio optimiser on Rebalance Builds the long-only efficient frontier from a year of your own returns and shows maximum-Sharpe, minimum-variance and equal-weight against what you hold today. Scope it to one broker to optimise a single sleeve. FIXED • You are no longer signed out when we ship an update. The app now rides out a backend restart instead of returning you to the login screen. • Subscriptions detects recurring card charges. Netflix, Spotify and gym fees billed to a connected card were being skipped entirely. • Year-to-date review no longer counts deposits, withdrawals or newly connected accounts as investment performance. • Trade Ideas no longer spins forever when a scan finds nothing. • Trading streaks now read "8 wins" instead of "8W", which looked like weeks. • CSV import fixes and a faster, tidier home screen on phones. - Better Charting - Expenses and income groupings - Privacy hiding mode - Better account linking

Information

Seller

1417315 B.C. Ltd.

Category

Finance

Version

1.5.27

Requires

iOS 15.0+

Size

17.2 MB

Age Rating

4+