Folio: Net Worth & Portfolio

Folio: Net Worth & Portfolio

Stocks, Funds, Cash & Gold

2 ratings
10 reviews
Free
In-App Purchases

Details

Released
April 28, 2026
Updated
November 1, 2026

Features

Folio: Net Worth & Portfolio screenshot #1 for iPhone
Folio: Net Worth & Portfolio screenshot #2 for iPhone
Folio: Net Worth & Portfolio screenshot #3 for iPhone
Folio: Net Worth & Portfolio screenshot #4 for iPhone
Folio: Net Worth & Portfolio screenshot #5 for iPhone
🖼️Get Icon
Icons↘︎

About

Track stocks, funds, gold, cash, and crypto all in one place. Automatically updates prices and imports data from screenshots, simplifying portfolio management. Focuses on privacy by keeping all data on your device.

✓Automatic price updates
✓Screenshot import for holdings and trades
✓Multi-asset tracking (stocks, funds, gold, crypto, cash)
✓Auto-invest purchase recording
✓Automatic dividend fetching
✓Multi-currency support
Show original description
+1

What's New in Folio

1.22

November 1, 2026

1. English: Folio is now available in English 2. Fixed deposit interest: Add an optional annual rate and term to estimate interest earned 3. Smoother entry: Transfer into existing brokerage or demand accounts; crypto quick trades support fees and USDT funding Recent Updates 1. Automatic quotes for multiple asset types across the US and more, with a switchable base currency 2. Add holdings and trades from screenshots; imported trades can use a funding account and include fees 3. iCloud sync across devices 4. Custom stocks and funds, multiple gold accounts and liabilities for a more complete picture of your assets 5. Record cash income and stock dividends automatically or manually, and review dividends and yield by year 6. Auto-invest follows fund purchase status, limits and other settings, matching your real plans 7. Tags show asset allocation, plus home screen widgets

More
6

Subscriptions & In-App Purchases

财记Folio 年付

年付订阅,自动续订,无限添加资产、解锁定投与数据导出。

$7.991 Year
7 Days trial
How to cancel Folio subscription ⁉️

User reviews

作者拒绝退款,差评

我用了第一天,感觉功能还不完善,不是很匹配自己。这个软件的操作逻辑我实在适应不了,和我预期的使用体验差距很大,没办法正常使用,想申请这笔订单退款,打电话给苹果官方,他让我找下作者申请,去小红书找了几次,他都不愿意退!

Response from developer

你好,很抱歉使用体验没有达到你的预期。 关于退款,你已通过 Apple 官方渠道提交申请,退款审核及款项退回由 Apple 处理,是被苹果官方拒绝了退款申请。 我无法在开发者后台直接批准退款或更改审核结果。

简约风格

目前用过最好的资产管理软件

想要的功能基本都有

资产标签、主题色、主币种这些都是后面更新加上的,开发者迭代速度真快,感觉每次更新都在补我正想要的功能。

越更新越好看

从最早用到现在,界面肉眼可见地越来越精致,开发者审美在线,更新频率也高,期待后面更多惊喜。

多市场行情一站搞定

A 股、港股、美股、德股英股都能查能加,行情更新及时,操作还简单,对我这种持仓比较杂的人太友好了。

Developer apps

FAQ

Does Folio have ads?

No, Folio is ad-free, allowing for an uninterrupted user experience.

What are the subscription options for Folio?

Folio offers a quarterly subscription for $3.99/P3M and an annual subscription for $7.99/P1Y, which includes a 7-day free trial.

How does Folio handle user privacy?

Folio prioritizes privacy by storing all asset records exclusively on your device and in your iCloud. Imported screenshots are used only for recognition and are never retained.

What types of assets can I track with Folio?

Folio supports a wide range of assets including China A-shares, Hong Kong, US, German, and UK stocks, funds, gold, cash, and cryptocurrency.

Can Folio import my investment data automatically?

Yes, Folio can import data from screenshots of your brokerage or fund app's holdings and trade history pages, automatically recognizing symbols, quantities, costs, and transaction details.

Does Folio provide investment advice?

No, Folio is a personal asset tracker and does not provide investment advice, trade execution, or return forecasts. Its purpose is to help you monitor your existing assets.

How often is Folio updated?

The latest version of Folio is 1.22, and it was last updated on November 1, 2026. Updates typically occur to improve features and reliability.

What devices is Folio available on?

Folio is currently supported on iPhone devices.