Disclosure: SmartFolio is ours. getquin is not, and we have no deal with its makers. Both get the same four fields below, including their drawbacks.
Short answer
If you want your whole financial life — banks, budgets, insurance, a community — in one app, getquin covers it. If you want a focused investment tracker with no connections and nothing leaving your phone, pick SmartFolio.
getquin connects to 2,000+ banks and brokers (or takes file and manual imports) to show net worth, dividends, spending and budgets, with an AI agent you can ask about your finances and a community feed where people share portfolios.
SmartFolio does one job: your investments. It imports your broker’s file, works everything out on the device, and has no feed, no AI calls and no account.
Pick SmartFolio if
- You want investments only, without budgets or a social feed
- You don’t want to connect bank or broker accounts
- You don’t want an AI service reading your finances
Pick getquin if
- You want net worth across banks, property and insurance
- You want budgeting and subscription tracking too
- You like discussing ideas with other investors
Side by side
| SmartFolio (ours) | getquin | |
|---|---|---|
| Price | Free — no subscription, ads or in-app purchases | Free tier plus paid plans |
| Account needed | None | A getquin account |
| Where your data lives | On your iPhone or iPad only | With getquin |
| Getting trades in | Import your broker’s export file (guides for 19 brokers) or any CSV or Excel file; convert other statements with your own AI assistant; or add trades by hand | API connections to 2,000+ banks and brokers, file import or manual import |
| AI | Optional: copy a prompt into your own AI assistant to convert a statement — the app never calls an AI service | AI insights and a personal finance AI agent |
| Dividends | Income by month, year and stock, plus the next 12 months estimated | Dividend calendar and forecast |
| Beyond investing | Nothing — investments only (cash, deposits and fees are tracked) | Budgets, spending, insurance, pension gap, community feed |
The two apps in detail
SmartFolio
Ours
- Best for
- Investors who want stocks, ETFs, dividends and crypto in one private place — imported from their broker’s file, with no login
- Highlights
- Import from 19 brokers — Wealthsimple, Questrade, TD, Fidelity, Schwab, Robinhood and more — or any CSV or Excel file
- Every buy, sale and dividend on each stock, with the gain on every sale (FIFO, lot by lot)
- Dividend and interest income, plus an estimate of the next 12 months
- Free, with no account and no ads; data stays on the device, with CSV export
- Pricing
- Free
- Watch out
- There is no live brokerage sync — to update, you import the file your broker lets you download or add trades yourself. It needs iOS 26.2 or later, and because everything is stored on the device there is no web view.
getquin
- Best for
- People who want investments, banking and budgeting in one app
- Highlights
- Connects 2,000+ banks and brokers, or file and manual import
- Net worth with liabilities and insurance
- AI agent and an investor community
- Pricing
- Free tier plus paid plans
- Watch out
- Broad rather than deep, and your accounts are connected to getquin’s service.
The real difference: everything connected against one private job
getquin wants to be where you manage money: connected accounts, budgets, goals and a community. That breadth needs your accounts linked to its service.
SmartFolio stays narrow on purpose. Stocks, ETFs and crypto, imported from files, with income, returns and every sale — and a promise that no data is collected.
Other options
Want more than two options? getquin Alternatives: Private Portfolio Trackers compares 6 apps.
Every app of this kind we have compared is in the best stock portfolio tracker apps for iPhone.
Common questions
Is getquin free?
getquin has a free tier plus paid plans.
Does SmartFolio use AI?
Only if you choose to: it can give you a prompt to paste into your own AI assistant to convert a statement. The app itself never calls an AI service.
Does SmartFolio track net worth?
It tracks your investment portfolios and their cash. For your whole net worth, our other app VaultFlow does that.
Which is more private?
SmartFolio: no account, no server and no data collected.
App Store listings checked on 29 September 2026. Prices change — each entry describes how an app is paid for rather than a number that goes stale.
Published · No affiliate links
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