Assetio

Assetio is a personal asset tracker designed to help you understand everything you own in one organized portfolio. Track cash and bank balances, cryptocurrencies, precious metals, stocks and ETFs, property, land, and custom assets. Each asset can use its own currency while Assetio converts portfolio values into your selected reporting currency. Key features: • View your total portfolio value • Organize assets across multiple categories • Track allocation and liquidity • Record optional acquisition values and dates • Review acquisition-based gains and returns • Use different asset and reporting currencies • Customize how currencies are displayed • Follow selected instruments on the Market page • Synchronize your portfolio privately across your Apple devices with iCloud • Protect access using Face ID or your device passcode Automatic market pricing is available for supported cryptocurrencies and precious metals. Currency conversion rates update automatically. Stocks, ETFs, properties, and unsupported instruments can be tracked using values entered by you. Assetio Premium includes unlimited assets, automatic pricing for supported instruments, and CSV export. Market information may be delayed or unavailable and is provided for informational purposes only. Assetio does not provide investment, tax, legal, accounting, or financial advice. Privacy Policy: https://available-swoop-06d.notion.site/Assetio-Privacy-Policy-3adca5194524807188bcfe13fd309be5 Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/