Manage diverse assets like stocks, funds, and crypto in one place. Automates price updates and imports holdings via screenshots, simplifying tracking and investment analysis.
1.20
October 9, 2026
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
More年付订阅，自动续订，无限添加资产、解锁定投与数据导出。
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.
