Capivot - 金融资产管理和资产配置可视化

Capivot - 金融资产管理和资产配置可视化

by 曦 陈

7 ratings
29 reviews
Free
In-App Purchases

Details

Released
April 14, 2021
Updated
October 3, 2026

Features

Capivot - 金融资产管理和资产配置可视化 screenshot #1 for iPhone
Capivot - 金融资产管理和资产配置可视化 screenshot #2 for iPhone
Capivot - 金融资产管理和资产配置可视化 screenshot #3 for iPhone
Capivot - 金融资产管理和资产配置可视化 screenshot #4 for iPhone
Capivot - 金融资产管理和资产配置可视化 screenshot #5 for iPhone
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About

Manage and visualize your financial assets with a comprehensive product library. Customize asset categories and tags for detailed analysis. Track your portfolio's historical performance and balance with ease.

✓Extensive financial product library (stocks, bonds, funds, crypto)
✓Customizable asset categories and tag groups
✓Asset snapshot and historical performance tracking
✓Balance bookkeeping without detailed ledgers
✓Local data storage for enhanced privacy
✓Automatic price updates and currency conversion
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What's New in Capivot

2.3.0

October 3, 2026

- 新增 excel 格式数据导出

1

Subscriptions & In-App Purchases

$1.99

VIP Membership

VIP Membership (lifetime)

User reviews

只能给2星

数据经常时间无法更新和添加

Response from developer

你好,已经修复了

目前用下来还挺好 但有点烦恼定投的该怎么办

有一些基金是一直定投的 每次都要手动添加更新金额 说实话有点麻烦

Response from developer

感谢您的反馈!因为app所有数据仅存放在用户手机上,要处理定投之类的事情比较麻烦,而且很容易出错。

功能建议

如果每项资产关联一个本金账户,自动计算roi就完美了

希望继续更新

App十分满足我现在的需求

Response from developer

感谢您的支持🙏🏻

同类型最好的软件

做资产统计太方便了,可以自动拉取价格和汇率计算

Developer apps

FAQ

What financial products does Capivot support?

Capivot supports a wide range of financial products including A-shares, B-shares, Shenzhen and Shanghai bonds, onshore and offshore funds, Hong Kong stocks, US stocks, and digital currencies.

Can I customize how my assets are categorized in Capivot?

Yes, Capivot allows you to freely define your own asset categories. You can group them broadly (e.g., stocks, bonds, gold, cash) or more specifically (e.g., index funds, active funds, bond funds, money market funds).

How does Capivot help track my portfolio's performance?

Capivot's asset snapshot feature records your total assets and distribution at a given time. It then automatically generates historical curve charts and distribution charts for your total assets and each asset class.

Is my financial data secure with Capivot?

Capivot prioritizes user privacy by storing all data locally on your phone. The app does not require registration, ensuring your sensitive financial information remains private.

Does Capivot require an internet connection to function?

While Capivot can refresh asset prices and perform currency conversions, its core functionality of managing and visualizing your assets is available offline due to local data storage.

How often is Capivot updated?

The latest version of Capivot is 2.1.5, and it was last updated on March 12, 2024. Updates typically include new features, bug fixes, and performance improvements.

What devices are supported by Capivot?

Currently, Capivot is supported on iPhones. Future updates may expand compatibility to other devices.

What is the user sentiment for Capivot?

Capivot has received a perfect rating of 5.0 stars from 4 ratings, indicating a highly positive user sentiment among its current users.