# Capivot - 金融资产管理和资产配置可视化

> Personal finance asset management and visualization tool. (iPhone/iPad app by 曦 陈.)

- Source: https://appshunter.io/ios/app/capivot/id1558963248 (this page in markdown: same URL + `.md`)
- Developer: [曦 陈](https://appshunter.io/developer/1534273368)
- Category: Finance, Utilities
- Price: Free with in-app purchases
- Rating: 5.00/5 from 6 App Store ratings · 26 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 13 MB
- Languages: Chinese (Simplified, China)
- Released: 2021-04-14
- Data updated: 2026-09-03
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/capivot/id1558963248/reviews.md

## What is Capivot?

【 丰富的金融产品库 】
覆盖A股B股，沪深市债券，场内场外基金，港股，美股，数字货币等常见金融产品，可一键刷新所有资产的价格，汇率自动换算（外币转人民币）

【 自定义资产大类 】
每个人对资产大类的定义不同，你可以自由定义你的分类，可以是（股票，债券，黄金，现金），也可以是（流动资金，投资，固定资产，应收款），或者更细分的（指数基金，主动型基金，债券基金，货币）

【 自定义标签组 】
资产大类只是资产的一面，我们还通过自定义标签组的设计，让用户通过其他的角度来分析资产，比如：
· 行业分布（科技，消费，医疗，银行，地产等）
· 地域分布（A股，港股，美股等）
· 持有人（自己，老婆，爸爸，妈妈等）
· 账户（华泰证券，平安证券，蚂蚁财富，腾讯理财通等）

【 资产快照功能 】
记录当前资产总额和分布，自动生成总资产和各资产大类的历史曲线图和历史分布图

【 余额记账 】
了解资产配置并不需要繁琐的明细账，每次只需要登记最新的资产状况即可

【 本地化存储 】
我们深知个人财务信息对你的重要性，保护用户隐私是我们在设计和开发产品时最重要的考量因素，Capivot无需注册即可使用，所有数据都存储于手机本地

---- 意见与反馈 ----

※ 如果我们的App对你有帮助，请不要吝啬你的五星好评，最好再附上评论两句，你的鼓励是我们前进的动力。

※ 使用过程中有任何问题或者反馈，可以通过以下任意途经找到我们：
· App中：我的 - 加入群聊 / 意见与反馈（加入群聊是最快的）
· 微信公众号/微博/小红书：栗子研究所LizLabs

## Key features

- 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

## Pricing and in-app purchases

Base price: Free.

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| VIP Membership | $1.99 | one-time |


## Recent user reviews (10 of 26)

All indexed reviews: https://appshunter.io/ios/app/capivot/id1558963248/reviews.md

### 5/5 — 功能建议

*2026-01-03*

如果每项资产关联一个本金账户，自动计算roi就完美了

### 5/5 — 希望继续更新

*2025-09-02, version 2.1.5*

App十分满足我现在的需求

### 5/5 — 同类型最好的软件

*2025-06-19*

做资产统计太方便了，可以自动拉取价格和汇率计算

### 5/5 — 太感谢了，就是我要的APP

*2025-04-15*

昨天找到了一个APP，还在小红书提建议来着。今天看到了Capivot，太好了，全！都！有！收益率这些不需要，我就需要基于最原子级种类的，各个维度的统计透视。(配上净值自动更新)。

### 5/5 — 很好用

*2025-01-26, version 2.1.5*

希望作者可以继续更新٩(๑^o^๑)۶

### 5/5 — 简洁明了的轻量级工具

*2025-01-23*

一开始是朋友推荐下来试试，今天才注意到不知不觉用了超过两年了。非常好用，买了会员，希望可以考虑加入贵金属。

**Developer response:** 非常感谢您的支持

### 5/5 — 付费了

*2025-01-21*

对比了一晚上，还是这个比较符合我的需求。 可以加入对标签组的排序功能么

**Developer response:** 标签组的排序目前存在bug，感谢您的反馈

### 3/5 — 需要一个标题

*2024-12-12*

大体上算是好用，但是汇率数据失真，也不支持切换数据源

### 3/5 — 按名称排序功能有bug

*2024-08-11*

资产列表，同时打开分组和排序之后，排序功能实际没有起作用，每次刷新的排序结果都不一样

### 5/5 — 评论

*2024-05-20*

开发者你好，我是付费用户，软件很赞，很符合我的使用习惯，反馈几点问题：
1.资产统计页面-资产快照按钮，如果点了其他页面，再返回，这个按钮图标会被剪裁，显示不完整
2.标签组能否支持排列，目前只有标签能排列
3.资产统计页面-下面的资产列表，能否按照设置中排序，而不是按照资产大小排序

## Frequently asked questions about Capivot

### 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.

## Version history (last 5 releases)

### 2.1.6 — 2026-06-05

- minor bug fix

### 2.1.5 — 2024-03-12

- bug 修复

### 2.1.4 — 2023-04-16

- 细微bug修复

### 2.1.3 — 2023-03-22

1. 更新了资产历史分布图的图表

### 2.1.2 — 2023-03-18

- 资产统计页标签列表允许进一步下钻透视
- 优化部分图表显示
- bug修复

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| --- | --- | --- | --- |
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## More apps by 曦 陈

- [BabyLog - Newborn Baby Journal](https://appshunter.io/ios/app/babylog-newborn-baby-journal/id6444619268)
- [BLW Diary](https://appshunter.io/ios/app/blw-diary/id6448186121)
- [Penang Bus](https://appshunter.io/ios/app/penang-bus/id6780172518)
- [Shanghai Architecture Archive](https://appshunter.io/ios/app/shanghai-architecture-archive/id6791020559)
- [可转债助手](https://appshunter.io/ios/app/id6791923278)

All apps by 曦 陈: https://appshunter.io/developer/1534273368

## Related topics

[percento](https://appshunter.io/ios/topics/percento)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-03.*