CardTally: Wealth & Portfolio

CardTally: Wealth & Portfolio

Wealth & portfolio management

0 ratings
Free

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Details

  • Released
  • Updated
  • July 7, 2026
  • September 13, 2026

Features

CardTally: Wealth & Portfolio screenshot #1 for iPhone
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CardTally: Wealth & Portfolio screenshot #3 for iPhone
CardTally: Wealth & Portfolio screenshot #4 for iPhone
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About

CardTally brings wealth tracking, portfolio management and everyday money control together in one personal finance app. See your net worth at a glance, understand where your money is invested, follow your spending, and keep your monthly budget under control — all in a clean, calm interface designed for everyday investors. WEALTH & PORTFOLIO • Combine cash and investments in one net worth view • Track stocks, funds, gold and other holdings • Follow portfolio value and investment performance • See your largest positions and portfolio allocation • Keep an eye on long-term gains and value changes SPENDING CONTROL • Review daily, weekly, monthly and yearly spending • Organize purchases with categories and custom icons • Compare spending with your daily average • Import supported bank statements from PDF, processed privately on your device BUDGET & BILLS • Add income and recurring expenses • Track rent, subscriptions and monthly bills • See your remaining monthly amount automatically • Keep budget categories and limits in one place ACTIVITY HISTORY • View income and expenses in a chronological timeline • Browse movements by month and category • Understand what happened to your money, day by day PRIVATE BY DESIGN Your financial amounts, descriptions and categories stay on your device. CardTally has no ads and no ad tracking. Hide balances instantly whenever you need privacy. MORE • Multiple currency support • Light and dark themes Understand your wealth, manage your investments and stay in control of your money. Contact: info@pantara.dev
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What's New in CardTally

1.5.18

September 13, 2026

• Daily report reminders have been updated. Choose your notification time in Settings; the default is 10:00 AM local time. • Unread daily reports now appear as a reminder on the home screen. Tap the notification or reminder to open your report. • Portfolio holdings are now grouped by asset category, with clearer alignment of amounts and percentage changes. • The daily report layout has been improved for narrow screens and larger text sizes.

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