# Moment - Portfolio Tracker — Every asset in one place

> Unified portfolio tracker for all assets with real return calculation and local data storage. (iPhone/iPad app by Yao Xu.)

- Source: https://appshunter.io/ios/app/moment-portfolio-tracker/id6805137118 (this page in markdown: same URL + `.md`)
- Developer: [Yao Xu](https://appshunter.io/developer/6805137120)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Rating: 5.00/5 from 1 App Store ratings · 2 written reviews indexed
- Age rating: 4+
- Requires: iOS 26.2 · 17 MB
- Languages: American English, Chinese (Simplified, China), Chinese (Traditional, Taiwan)
- Released: 2026-09-29
- Data updated: 2026-10-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/moment-portfolio-tracker/id6805137118/reviews.md

## What is Moment?

Moment puts your entire portfolio in your pocket: every broker, every currency, stocks and property alike, drawn as a single net-worth curve — while your financial data stays on your own devices.

ONE NET-WORTH CURVE
Stocks, ETFs, funds, bonds, crypto, cash, property and anything else you hold, across as many accounts as you keep. Moment converts everything into your base currency and draws one curve — 24 hours, a week, a month, year to date, or the whole history. The allocation ring and account breakdown show where the money is at a glance.

REAL RETURN MATH
Not just "what it's worth today". Moment computes time-weighted return from your actual transactions, so deposits and withdrawals don't distort the number, and each account's trend can be compared against an index. Cost basis, unrealized and realized P&L, dividends and interest are tracked per holding, and the holdings analysis tells you which positions are winning, losing and contributing most.

IMPORT INSTEAD OF TYPING
Pick activity exports from Files — Schwab, Fidelity, Interactive Brokers, Robinhood, Coinbase, Kraken, Futu / moomoo, Tiger Brokers and China A-share brokers, in English or Chinese. Beyond CSV, Moment also reads PDF statements and holdings screenshots straight from your photo library. It recognizes the format, deduplicates re-imports, flags gaps where a statement is missing, and shows you exactly what will be added before anything is written. One tap undoes the whole batch.

A COMPLETE ASSET CATALOG
US, Hong Kong and China A-share stocks, ETFs and mutual funds, bonds and crypto ship with the app, so search works the moment you open it. New assets are picked from the catalog, so a ticker never ends up under the wrong type. Quotes and exchange rates update automatically, and manually valued property and other assets count toward your net worth too.

EVERYDAY DETAILS
Recurring-buy plans remind you when a purchase is due. Hide every amount with one tap when someone's looking over your shoulder. A Home Screen widget shows your total and the period change. Sync between your devices through your own iCloud.

YOUR DATA STAYS YOURS
Your holdings live in a local database on your device. When a price is requested, Moment's servers see an asset symbol and nothing more — no quantities, no amounts, no account names. There are no accounts to create, no ads, and no analytics SDKs.

BUILT FOR iPHONE AND iPAD
Native SwiftUI. Light and dark. Dynamic Type. Full English, Simplified and Traditional Chinese.

## Key features

- Unified net worth curve for all assets
- Real return calculation (time-weighted)
- Import data from broker statements (CSV, PDF, screenshots)
- Complete asset catalog with automatic updates
- Local data storage for privacy
- Sync across devices via iCloud

## Pricing and in-app purchases

Base price: Free.

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| Moment Pro | $18.00 | one-time |


## Is Moment safe?

Not enough ratings yet to assess Moment.

## Is Moment legit?

Moment - Portfolio Tracker has limited verification signals. The AppsHunter Legitimacy Score for Moment is 58 out of 100 points across 7 verification signals from App Store and developer data.

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/moment-portfolio-tracker/id6805137118/reviews.md

### 5/5 — 很实用的工具

*2026-10-02*

能够覆盖日常所需，一目了然

**Developer response:** 谢谢你的好评！能让你一目了然，正是我们做 Moment 最想达到的效果。以后用着有任何想法或不顺手的地方，欢迎随时来信 support@portfoliomoment.com，我们会认真看。

### 5/5 — Great portfolio tracker

*2026-10-02*

Clean, fast, and easy to use. The UI feels very polished and the portfolio overview is clear without being overwhelming. Really enjoying it so far.

**Developer response:** Thank you for the kind words! We put a lot of care into keeping Moment clean and clear, so it’s great to hear that comes through. If you ever have an idea or run into anything, we’d love to hear it at support@portfoliomoment.com.

## Frequently asked questions about Moment

### What financial assets can I track with Moment?

Moment allows you to track a wide range of assets including stocks, ETFs, funds, bonds, crypto, cash, and property. It converts everything into your base currency to display a single net-worth curve.

### How does Moment calculate returns?

Moment computes time-weighted returns from your actual transactions, ensuring that deposits and withdrawals do not distort the performance figures. It also tracks cost basis, P&L, dividends, and interest per holding.

### Can I import my existing financial data into Moment?

Yes, Moment supports importing activity exports from various brokers like Schwab, Fidelity, and Coinbase, as well as PDF statements and holdings screenshots. It recognizes formats, deduplicates imports, and flags missing statements.

### Is my financial data secure with Moment?

Moment prioritizes your privacy by storing your holdings in a local database on your device. When requesting price data, only the asset symbol is sent to servers, not quantities or account details.

### Does Moment have ads?

No, Moment is ad-free. The app is designed to provide a clean and uninterrupted user experience without any advertisements.

### On which devices can I use Moment?

Moment is built for iPhone and iPad, utilizing native SwiftUI for a seamless experience. It also supports Mac devices.

### How often is Moment updated?

The latest version of Moment is 1.0, and it was last updated on October 16, 2026. Future updates will likely focus on adding new features and improving existing ones.

### What languages does Moment support?

Moment offers full support for English, Simplified Chinese, and Traditional Chinese, catering to a global user base.

## Version history (last 1 release)

### 1.0 — 2026-10-16

No release notes.

## Related topics

[moment tracker](https://appshunter.io/ios/topics/moment-tracker)

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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 2026-10-24.*