Manage diverse assets like stocks, funds, and crypto in one place. Automates price updates and imports holdings via screenshots, simplifying tracking and investment analysis.
1.11
June 29, 2026
本次更新 1. 新增自定义资产：房产、收藏品等也能记进总资产，支持自由命名 2. 基金：QDII 外币份额按真实币种核算，LOF 支持场内/场外口径切换 3. 自动记录股票、基金分红 4. 现金账户一键互转：活期、定期、证券账户之间互转，且支持跨币种 5. 稳定性与流畅度提升，修复偶发闪退，修复了若干已知体验问题 近期更新 1. 多资产行情自动更新 2. 截图录入持仓与交易，支持定投录入 3. iCloud 多设备同步 4. 支持美股、A 股、港股、德股、英股，美股 5. 支持主币种切换，多套主题色与应用图标 6. 定投记录：查看每个计划的执行、跳过与降级历史
More年付订阅，自动续订，无限添加资产、解锁定投与数据导出。
$14.99
财记Folio · 永久买断
一次付费，永久解锁全部功能
财记Folio is a personal asset management tool designed to help users track their diverse investments, including stocks, funds, cryptocurrencies, and cash, all in one convenient application.
财记Folio automatically updates market prices and net worth when you open the app, providing you with the latest figures at a glance without needing to check each asset individually.
Yes, 财记Folio supports importing your holdings by taking screenshots from your brokerage or fund apps. It can automatically recognize codes, names, quantities, and costs, as well as transaction records.
You can manage a wide range of assets including A-shares, Hong Kong stocks, US stocks, German stocks, UK stocks, funds, gold, cryptocurrencies, and cash (including foreign currencies) within a single view.
No, 财记Folio is strictly a personal asset accounting tool. It does not provide any investment advice, transaction matching, or profit predictions.
财记Folio prioritizes user privacy by not uploading your asset data. All data is stored locally on your device and synchronized only between your device and your iCloud.
财记Folio offers a quarterly subscription for $1.99 with a 3-day free trial and an annual subscription for $4.99 with a 14-day free trial.
财记Folio does not contain advertisements, allowing for an uninterrupted user experience.
