# Folio: Net Worth & Portfolio — Stocks, Funds, Cash & Gold

> Personal asset tracker for stocks, funds, gold, cash, and crypto. (iPhone/iPad app by 沥翔 柳.)

- Source: https://appshunter.io/ios/app/folio-net-worth-and-portfolio/id6763980794 (this page in markdown: same URL + `.md`)
- Developer: [沥翔 柳](https://appshunter.io/developer/1895583886)
- Category: Finance, Utilities
- Price: Free with in-app purchases
- Rating: 5.00/5 from 2 App Store ratings · 10 written reviews indexed
- Age rating: 4+
- Requires: iOS 17.0 · 26 MB
- Languages: Chinese (Simplified, China), American English
- Released: 2026-04-28
- Data updated: 2026-11-04
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/folio-net-worth-and-portfolio/id6763980794/reviews.md

## What is Folio?

WHY FOLIO
◎ Prices update automatically: open the app to the latest quotes and fund NAVs, and see your market value at a glance without looking anything up.
◎ Import from screenshots, no more copying by hand: add a screenshot of the holdings page in your brokerage or fund app, and Folio reads the symbol, name, quantity and cost. Trade history works too, with buy or sell, price and date recognized automatically.
◎ Every asset on one screen: China A-shares, Hong Kong, US, German and UK stocks, funds, gold, cash and crypto, all in one place.
◎ Auto-invest records: set your own frequency and amount, and each purchase is recorded when it's due, so none are missed and your cost stays clear.
◎ Dividends: dividends for A-shares, US stocks and funds are fetched and shown automatically.
◎ Multi-currency: choose a base currency and exchange rates are converted automatically.

WHO IT'S FOR
• People holding stocks, funds, gold and more who want to see it all in one app
• Anyone tired of complicated budgeting apps who only wants to track what really matters
• Regular investors who want every auto-invest purchase on record
• Privacy-minded people who would rather not hand their asset data to someone else's cloud

PRIVACY
Your asset records stay only on your device and in your own iCloud. Screenshots you import are used just for recognition and are never kept.
Folio is a personal asset tracker. It does not provide investment advice, trade execution or return forecasts.
Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

【为什么选择财记】
◎ 价格自动更新：打开即是最新行情与净值，市值一眼看清，不用一个个去查价。
◎ 截图导入，告别手抄:把券商、基金 App 的持仓页截图拖进来，自动识别代码、名称、数量、成本;交易记录也支持截图导入，自动识别买卖方向、价格与日期。
◎ 多资产一屏看完：A股、港股、美股、德股、英股、基金、黄金、现金、资产统一管理。
◎ 定投记账：自己设定频率与金额，到期自动提醒并记账，不再漏单，成本曲线一目了然。
◎ 分红记录：A股 / 美股 / 基金分红自动拉取与展示。
◎ 多币种支持：选择主币种，汇率自动换算。

【适合谁用】
- 同时持有股票、基金、黄金等多类资产，想用一个 App 看全的人
- 受够了复杂记账软件、只想记录重要资产的人
- 习惯定投、希望把每一笔都记清楚的人
- 在意隐私、不愿把资产数据交给云端的人
  
【关于隐私】
不上传你的资产数据，一切只在你的设备与你的 iCloud 之间。
个人资产记账工具，不提供任何投资建议、交易撮合或收益预测。

使用条款（EULA）：https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

## Key features

- 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

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| 财记Folio 年付 | $7.99 | per year |
| 财记Folio 季度 | $3.99 | per 3 months |

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| 财记Folio · 永久买断 | $29.99 | one-time |


## Is Folio safe?

Not enough ratings yet to assess Folio.

## Is Folio legit?

Folio: Net Worth & Portfolio has limited verification signals. The AppsHunter Legitimacy Score for Folio is 58 out of 100 points across 7 verification signals from App Store and developer data.

## Recent user reviews (10 of 10)

All indexed reviews: https://appshunter.io/ios/app/folio-net-worth-and-portfolio/id6763980794/reviews.md

### 1/5 — 作者拒绝退款，差评

*2026-10-09*

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！

**Developer response:** 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。

### 5/5 — 简约风格

*2026-09-24*

目前用过最好的资产管理软件

### 5/5 — 想要的功能基本都有

*2026-07-03*

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。

### 5/5 — 越更新越好看

*2026-06-25*

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。

### 5/5 — 多市场行情一站搞定

*2026-06-23*

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。

### 5/5 — 上手零门槛

*2026-06-15*

第一次打开就知道东西在哪，加持仓、看收益、查明细，几步就搞定，完全不用研究教程，长辈也能用。

### 5/5 — 少见的好看的记账类APP

*2026-06-15*

界面很精致，看着很舒服，特别喜欢瑰红这个颜色，不像别的记账APP，一堆没用的东西，希望继续加油

### 5/5 — 可以的

*2026-06-04*

继续加油

### 1/5 — 有bug

*2026-05-30*

截图识别太慢，而且识别之后持仓数据完全不准。另外股票列表居然无法完整显示，差评

**Developer response:** 欢迎从 App 上点击反馈，从小红书即可私信联系我，或者邮箱发我具体截图，karlliu.ice@gmail.com
感谢

### 5/5 — 很棒的一个理财记录软件

*2026-05-23*

很棒的一个理财记录软件，值得购买

## Frequently asked questions about Folio

### 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.

## Version history (last 5 releases)

### 1.22 — 2026-11-01

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

### 1.21 — 2026-10-27

1. 黄金多账户：可建多个黄金账户分开记录成本
2. 今日盈亏更及时：凌晨收盘的美股、欧股及黄金、加密计入当天
3. 两个成本价：显示持仓成本价和摊薄成本价
4. 代码联想更全：覆盖场外基金与港股中文名，新增香港、德国、英国上市基金
5. 修复删除持仓后偶发闪退等问题
  
近期更新
1. 多资产行情自动更新，支持美股、A 股、港股等多国市场，支持主币种切换
2. 截图录入持仓与交易，导入交易时可指定资金账户、填写手续费
3. iCloud 多设备同步
4. 支持自定义股票 / 基金、添加负债，资产账户更完整
5. 支持自动 / 手动记录现金资产收益、股票分红等
6. 定投按照申购状态、限额等设置执行，更贴合实际定投计划
7. 支持标签显示资产占比和桌面小组件

### 1.20 — 2026-10-09

1. 全新「分析」页：新增股息分红，按年查看分红合计与个股贡献
2. 分红扣税：自动入账的分红可填写预扣税，股息按实际到账金额统计
3.  基金行情更准：按交易所官方名录区分场内、场外，LOF 基金添加时可选择在哪买入
4. 修复偶发闪退、历史数据提示范围不准等问题

近期更新

1. 多资产行情自动更新，支持美股、A 股、港股等多国市场，支持主币种切换
2. 截图录入持仓与交易，导入交易时可指定资金账户、填写手续费
3. iCloud 多设备同步
4. 支持自定义股票 / 基金、添加负债，资产账户更完整
5. 支持自动 / 手动记录现金资产收益、股票分红等
6. 定投按照申购状态、限额等设置执行，更贴合实际定投计划
7. 支持标签显示资产占比和桌面小组件

### 1.19 — 2026-10-03

1、支持快捷导入现有资产
2、支持 face id 解锁 App
3、修复了几个小问题

近期更新
1. 多资产行情自动更新，支持美股、A 股、港股等多国市场，支持主币种切换
2. 截图录入持仓与交易，导入交易时可指定资金账户、填写手续费
3. iCloud 多设备同步
4. 支持自定义股票 / 基金、添加负债，资产账户更完整
5. 支持自动 / 手动记录现金资产收益、股票分红等
6. 定投按照申购状态、限额等设置执行，更贴合实际定投计划
7. 支持标签显示资产占比和桌面小组件
8. 全新主题色与个性化设置，外观、主题色、应用图标合并为一页

### 1.18 — 2026-09-30

修复了几个小问题

近期更新
1. 多资产行情自动更新，支持美股、A 股、港股等多国市场，支持主币种切换
2. 截图录入持仓与交易，导入交易时可指定资金账户、填写手续费
3. iCloud 多设备同步
4. 支持自定义股票 / 基金、添加负债，资产账户更完整
5. 支持自动 / 手动记录现金资产收益、股票分红等
6. 定投按照申购状态、限额等设置执行，更贴合实际定投计划
7. 支持标签显示资产占比和桌面小组件
8. 全新主题色与个性化设置，外观、主题色、应用图标合并为一页

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## More apps by 沥翔 柳

- [Match Day – Tennis Calendar](https://appshunter.io/ios/app/match-day-tennis-calendar/id6796952417)

All apps by 沥翔 柳: https://appshunter.io/developer/1895583886

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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 2026-11-04.*