# CardTally: Wealth & Portfolio — Wealth & portfolio management

> Wealth & portfolio management (iPhone/iPad app by Ali Gokhan Mankara.)

- Source: https://appshunter.io/ios/app/cardtally-wealth-and-portfolio/id6784581782 (this page in markdown: same URL + `.md`)
- Developer: [Ali Gokhan Mankara](https://appshunter.io/developer/6784581784)
- Category: Finance
- Price: Free
- Age rating: 12+
- Requires: iOS 15.0 · 68 MB
- Languages: American English
- Released: 2026-07-07
- Data updated: 2026-09-21
- User reviews in markdown: https://appshunter.io/ios/app/cardtally-wealth-and-portfolio/id6784581782/reviews.md

## What is CardTally?

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


## Version history (last 5 releases)

### 1.5.18 — 2026-09-13

• 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.

### 1.5.16 — 2026-09-12

• Improved income, expense, investment, and dividend tracking with cash accounts.
• Moved cash account and category selection into easier-to-use bottom sheets.
• Added cash, credit card, and virtual card options for recurring expenses.
• Improved the daily spending chart and financial summaries.
• Fixed various user experience and performance issues.

### 1.4.3 — 2026-08-19

• Net Worth is now your home screen: see cash and investments at a glance.
• Portfolio is now a primary tab with performance and position details.
• Track portfolio allocation, top holdings, and all-time returns.
• Clearer navigation for Activity and Spending.
• Visual refinements and clearer labels across the dashboard.

### 1.4.2 — 2026-08-10

• Cash balance: Set your starting cash balance and backdate your salary/income — your cash accumulates and stays up to date automatically.
• Privacy mode: Hide every amount behind an eye toggle with a single tap.
• Daily reminder: A gentle daily nudge so you never forget to log your spending.
• Share to import: Share your PDF statement to CardTally and let transactions flow in automatically (improved İş Bankası import).
• Quick start: A step-by-step intro for new users.

### 1.4.1 — 2026-08-09

Daily report notifications are here!

Get a gentle morning nudge that opens your daily report in one tap — see how much you spent yesterday and how your portfolio is doing, all at a glance.

• A new daily summary of yesterday's spending and your portfolio
• Pick your own reminder time (default 10:00)
• Turn it on or off anytime in Settings

Thanks for using CardTally!

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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 2026-09-21.*