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Advisor Prep Hero vs Heyday (and Rewind).

Different jobs, side by side

This is the most "different category" comparison on the site. Heyday and Rewind aren't competitors to Advisor Prep Hero the way Notion AI or Reflect are. They're complements. The honest framing:

• Heyday / Rewind: "Capture everything I look at, let me ask AI questions about it later." Passive recording.
• Advisor Prep Hero: "Help me intentionally write down client work and keep it as files." Active intentional output.

If you want both passive memory and intentional artifacts, run both. They don't conflict.

The TL;DR table

Feature	Heyday / Rewind	Advisor Prep Hero
Capture mode	Passive (records screen / browsing / mic)	Active (you write, AI assists)
Output	Searchable index of past activity	Markdown files of intentional content
Where data lives	Local on your machine (both Heyday and Rewind are local-first)	Local on your machine (Markdown files)
Pricing	Heyday: $29/mo. Rewind: $20/mo or $480 lifetime	Solo $468/yr / Professional $948/yr / Firm $1,548/seat/yr (30-day free trial) + your AI provider's API costs
Storage requirement	10-50 GB+ for screen recordings	Few MB to few GB depending on archive
Privacy posture	Local index of everything you see	Local files of what you intentionally wrote
AI providers	Built-in	BYOK Claude / OpenAI / Gemini / Ollama
Profession-specific practice packs	No	50+ built-in templates
Image / PDF attachments in chat	Capture, not chat input	Paste, drag, paperclip; PDFs read natively by Claude
Read aloud (TTS), local	No	Local Piper sidecar
Plugin / extension model	No	No plugin ecosystem
Mobile	Limited	Read via cloud-sync workaround
Best for	"I can't remember when I read that" recall	"I want to build a strategic client archive"

When you want Heyday / Rewind

The killer use case for these tools is "I read something three weeks ago and can't remember which tab it was in." With passive screen-and-browser indexing, you can ask "what was that article about pricing strategy I read in March?" and it surfaces. For knowledge workers who consume a high volume of content and need recall, this is genuinely useful.

Specific scenarios:

• Recall what was on screen during a client call last month
• Find the email where someone mentioned a specific decision
• Surface the article you skimmed and forgot about
• Build a "what did I do this week" summary from passive recording

When you want Advisor Prep Hero

The killer use case for Advisor Prep Hero is "I want to think out loud about a hard client matter or strategic problem and have the conversation become a real document I can find later." Active, intentional, output-shaped.

Specific scenarios:

• Draft a client engagement letter with structured AI assistance
• Synthesize client interview notes into a matter strategy
• Run a weekly review with the same practice pack template every week
• Build a financial projection model
• Have a long strategic conversation about case approach and have it save as a file

Privacy comparison

Both are privacy-leaning by architecture (local-first, no cloud account required for core function). The differences:

• Heyday / Rewind capture a much larger surface area of your activity. The index includes things you browsed, things on screen during meetings, voice transcripts. The local-first architecture means none of this is uploaded, but the local index is wide-ranging.
• Advisor Prep Hero only captures what you intentionally write. The archive is what you typed; nothing more.

For attorneys and CPAs concerned about passive capture of confidential client information that might appear on screen during client calls or while reviewing privileged documents, Advisor Prep Hero's intentional-only model is the lower-risk posture. Attorney-client privilege, IRC Section 7216, and most NDA provisions restrict what can be disclosed to third-party systems. A passive screen recorder that captures an engagement letter on screen during a call is in a different risk category than a workspace where you choose exactly what to write. Advisor Prep Hero never captures anything you didn't type. Your prompts go directly from your machine to the AI provider via your own API key; Advisor Prep Hero has no server in that path.

Running both

Many professionals use both, and they don't fight each other.

• Use Heyday or Rewind for passive recall ("when did I last see that client's email?")
• Use Advisor Prep Hero for intentional production ("draft my Q2 client strategy memo")
• The data sets are entirely separate (Heyday's index of screen activity, Advisor Prep Hero's folder of Markdown files)

The combined cost for both is around $30-50/month plus Advisor Prep Hero's license. For most professionals this is reasonable; for budget-constrained users, pick one based on whether you value passive recall or intentional output more.

The honest answer for who shouldn't use either

If you're not actively producing client-facing or strategic documents (memos, letters, financial models, matter reviews), Advisor Prep Hero won't earn its keep. Use Apple Notes or a plain folder of text files instead.

If you're not regularly losing track of things you saw on screen, Heyday and Rewind are overkill. The 10-50 GB of storage and the privacy surface area aren't worth it for someone who just wants normal note-taking.