| Core purpose | Personal balance-sheet and net worth tracking. | A wealth platform for portfolio tracking, analytics, cash flow, retirement planning, AI, and advice. |
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| Data entry | Manual-first: you enter and review assets, debts, values, currencies, and dates. | Connects brokerage and bank accounts through thousands of providers, with portfolio data updated from connected accounts. |
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| Asset emphasis | Property, vehicles, pensions, investments, crypto, cash, collectibles, private assets, and debts. | Strong emphasis on securities, portfolios, dividends, transactions, and market-linked analysis within a broader wealth view. |
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| Analytics | Allocation, history, concentration, projections, and optional educational AI summaries. | Real-time prices, KPIs, performance, benchmarking, asset allocation, AI risk ratings, and dividend forecasts. |
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| Community and advice | No social feed or financial advice. | Community features, AI agents, and an optional regulated advisory subscription. |
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| Platform and status | iPhone app preparing for launch. | Available on web, iOS, and Android. |
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| Published pricing | Free tier plus an optional Premium plan; the App Store shows the price before purchase. | Free and paid subscriptions; current consumer plan prices are shown on the site or at in-app purchase. |
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| Privacy model | Subscription software with no ads, affiliate steering, or sale of financial data. | getquin says connections are read-only and publishes privacy and security information for connected-account data. |
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