# iAssets — Investment Manager — Stocks & Assets in One Place

> Personal investment portfolio tracker for cash, funds, and stocks with real-time P&L. (iPhone/iPad app by 国斌 李.)

- Source: https://appshunter.io/ios/app/iassets-investment-manager/id6790114856 (this page in markdown: same URL + `.md`)
- Developer: [国斌 李](https://appshunter.io/developer/6789787699)
- Category: Finance, Utilities
- Price: $0.99 (on sale, was $1.99)
- Age rating: 17+
- Requires: iOS 15.0 · 24 MB
- Languages: Chinese (Simplified, China), Chinese (Traditional, Taiwan), American English
- Released: 2026-07-17
- Data updated: 2026-10-28
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/iassets-investment-manager/id6790114856/reviews.md

## What is iAssets?

Asset Management — Your Personal Investment Manager

Core Features
• Unified asset management: Cash, demand deposits, time deposits, wealth management, and provident fund organized by category, with expand/collapse and drag-to-reorder support
• Stock portfolio management: Add Hong Kong, US, and A-share stocks (including on-exchange and off-exchange funds) in one tap, with full buy, add, sell, and position-close workflows
• Real-time quotes: Automatically fetch the latest stock prices and exchange rates, with profit/loss updating in real time — no manual refresh needed
• Today's P&L: Automatically tracks today's profit/loss amount and rate based on US trading days, so you can see gains at a glance
• Profit curve: View return trends across multiple time ranges (Today / 7D / 30D / 180D / 360D)
• Multi-currency support: Automatic conversion for CNY, USD, HKD, EUR, GBP, and JPY
• Smart calculations: Automatically computes average cost, total P&L, dividend yield, position ratio, and other key metrics

Stock Management
• Stock search: Quickly find stocks by code or name, covering HK, US, and A-share markets
• Market filtering: Filter by US / HK / A-share to quickly locate the stocks you follow
• Transaction records: Full history of every buy/sell operation (time, price, quantity, fees) at a glance
• Dividend management: Records per-share dividends and tax rates, automatically calculating after-tax income and cumulative dividends
• Flexible sorting: Sort by P&L amount, position size, or stock name, in ascending or descending order
• Keep closed positions: Option to retain closed positions for easy review of past trades

Asset Overview
• Total assets, total cost, total P&L, and total dividends — four core metrics on one screen
• Real-time position ratio and dividend yield calculations to help you evaluate your investment structure

Multi-Language Support
• Switch between 简体中文 / 繁體中文 / English with one tap, or follow the system language automatically

Data Security
• iCloud sync: Data is automatically backed up to iCloud for seamless continuity across devices
• Local-first: Works offline, with automatic sync once the network is restored

Design Philosophy
• Dark theme: A professional dark interface that keeps the focus on your data
• Simple and efficient: No ads, no community, no in-app purchases — back to the essence of investment management
• Light and fast: Quick launch, smooth operations, no bloat

Perfect for every individual investor who takes their asset management seriously. For suggestions or feedback, feel free to contact the developer.

## Key features

- Unified multi-asset management
- Stock holdings tracking (HK/US)
- Real-time market data and P&L
- Profit and loss performance curves
- Multi-currency support and conversion
- Automated financial metric calculation
- iCloud data backup and sync

## Is iAssets safe?

Not enough ratings yet to assess iAssets.

## Is iAssets legit?

iAssets — Investment Manager has limited verification signals. The AppsHunter Legitimacy Score for iAssets is 58 out of 100 points across 7 verification signals from App Store and developer data.

## Recent user reviews (4 of 4)

All indexed reviews: https://appshunter.io/ios/app/iassets-investment-manager/id6790114856/reviews.md

### 5/5 — 主题能不能可以选择？

*2026-09-11*

进去全是黑色的，看不清东西，白色主题弄一个呀

**Developer response:** 感谢支持，下个版本支持主题切换

### 1/5 — UI不适配

*2026-09-09*

我苹果17，设置按钮在屏幕外面了。

**Developer response:** 谢谢反馈，1.4.1 已修复小屏问题。

### 5/5 — 太赞了

*2026-07-23*

我之前换设备 总是会丢数据 这次app 会同步逻辑 改完就再没出现过 而且盈亏 还会曲线并支持多周期查看 修复了不少小bug 整体流畅度 明显提升了很多 爱了爱了

### 5/5 — 不错，还挺好用的。

*2026-07-18*

能方便做下资产管理和收益曲线了

## Frequently asked questions about iAssets

### What types of assets can I track with iAssets?

iAssets allows you to manage cash, time deposits, wealth management funds, and stock holdings. It supports a wide range of financial instruments to give you a comprehensive overview of your investments.

### Does iAssets support international stock markets?

Yes, iAssets specifically supports the management of Hong Kong and US stock holdings. You can add stocks by code or name and track their performance.

### How does iAssets handle currency conversions?

The app automatically converts multiple currencies including CNY, USD, HKD, EUR, GBP, and JPY. This ensures you can see your total asset value accurately regardless of the original currency.

### Is my financial data safe with iAssets?

iAssets prioritizes data security with iCloud synchronization for automatic backups, ensuring seamless device transitions. It also operates with a local-first approach, syncing data when the network is restored.

### Does iAssets have ads or in-app purchases?

No, iAssets is designed to be free of advertisements, community features, and in-app purchases. Its focus is solely on providing a clean and efficient investment management experience.

### How frequently is iAssets updated?

The latest version of iAssets is 1.1.0, which was last updated on July 22, 2026. Updates aim to improve functionality and user experience.

### What devices is iAssets compatible with?

iAssets is available for iPhone and iPad devices. It is designed to offer a smooth and responsive experience on Apple's mobile platforms.

### What is the age rating for iAssets?

iAssets has an age rating of 17+. This rating is typically assigned to apps that may contain mature themes or content not suitable for younger audiences.

## Version history (last 5 releases)

### 1.5.0 — 2026-09-25

Added
Theme setting: System / Light / Dark
Red up, green down: toggle rise/fall colors
Custom stock: manually add name, shares, price and currency, with optional image

### 1.4.1 — 2026-09-11

1.4.1

Fixes

• Homepage Title Bar Overflow Fix: Fixed an issue where the settings button in the top-right corner of the stock homepage was pushed off the screen

### 1.4.0 — 2026-09-05

### Added
- **Backup File Browser**: Added a custom file browser for managing backup files.
  - **Export to File**: Save backups as `.json` files to a chosen directory, without relying on third-party sharing tools.
  - **Import from File**: Restore data by selecting a `.json` file, with no extra confirmation needed.

### 1.3.1 — 2026-08-11

## 1.3.1

### Data Consistency Fixes
- **Save Immediately After Editing**: Removed the 3-second debounce timer after modifications. Edits to stocks, operations, or dividend records are now written asynchronously to local storage and synced to iCloud immediately, preventing refreshes from overwriting unsaved changes.
- **Save Concurrency Protection**: Added an in-progress task waiting mechanism to `_saveAll`. Rapid successive edits no longer cause interleaved writes. Any new edits triggered during a save are handled via a re-dirtying loop to ensure no data loss.
- **Refresh Race Condition Fix**: During `_refreshAll`, if a new edit occurs while loading stocks (re-dirtying the flag), the latest in-memory data is now preserved. This prevents disk/iCloud stale data from overwriting the user's recent changes.
- **iCloud Pull Safety Check**: Fixed an issue where all stocks disappeared after the app had been closed for a long time. Previously, `_syncFromCloud` only used timestamps to decide whether to overwrite local data, without validating content. If an iCloud file was a placeholder, corrupted, or empty but had a newer timestamp, it would wipe local data. Now, cloud content is only accepted if it is **non-empty and valid JSON**; otherwise, it is skipped to preserve local data.

### Dividend Records Fixes
- **Fix for Edit/Delete Mismatch**: Fixed an issue where editing or deleting a dividend record affected the wrong entry. The list was sorted by `operationTime` descending, but the callback passed the sorted index to modify the unsorted source list, causing index mismatches. Now uses `widget.dividendRecords.indexOf(record)` to locate the correct original index before the callback.
- **Sort by Dividend Date**: The dividend records list now sorts by `date` (dividend date) descending instead of by `operationTime`, ensuring newer dividends appear first.

### P&L Curve Optimizations
- **Red for Gain, Green for Loss**: The color of the mini P&L curve at the top now reflects the latest data point (Red = Up, Green = Down) instead of the total P&L.
- **No Data State**: When fewer than 2 data points are available (insufficient to draw a line), the view now displays "No Data" instead of remaining blank.

### 1.3.0 — 2026-08-03

1、Multi-Language Support
2、Today's P&L Support

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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 2026-10-28.*