MoneyTrails: Portfolio Tracker
Investments, Dividends & Debt
About
Organize and track all your financial assets, including investments, dividends, debt, and insurance, in one comprehensive app. Understand your returns with detailed charts and calculations, manage loan repayment scenarios, and easily extract insurance policy details from documents.
What's New in MoneyTrails
3.2.0
October 27, 2026
More accurate dividend records and clearer repayment plans. DIVIDEND PORTFOLIOS • Automatically account for stock splits and reverse splits, with share changes shown in the transaction timeline. • Improved historical dividends and TTM estimates handle split-adjusted amounts and retain dividends earned before a holding was sold. • Fractional share quantities now use thousands separators for entry and display. DEBT OVERVIEW • Review debts and monthly repayments together. Pending payments appear first; expand paid payments when needed. • See payments due today and days overdue, and switch months to inspect each plan. OTHER IMPROVEMENTS • Deleting an investment account also removes its linked reminders. • Faster account share image generation.
MoreSubscriptions & In-App Purchases
Yearly Plan
Yearly Plan
Developer apps
FAQ
What are the subscription costs for MoneyTrails?
MoneyTrails offers a Monthly Plan for $2.99, a Quarterly Plan for $5.99, and a Yearly Plan for $17.99. These prices are displayed within the app for current purchase options.
How does MoneyTrails calculate investment returns?
MoneyTrails uses the Modified Dietz method to calculate returns, which accounts for cash flow timing. This provides a more accurate understanding of your investment performance.
Can MoneyTrails help me manage my debts?
Yes, MoneyTrails allows you to track mortgages, auto loans, and other debts. You can compare repayment plans and explore scenarios for early repayment to see the impact on interest and loan duration.
How does MoneyTrails handle insurance information?
You can extract policy details from PDFs or screenshots of insurance policies. The app recognizes text and allows you to review, fill in missing fields, and link policies to family members, with renewal reminders.
Does MoneyTrails require an internet connection to work?
Core tracking features of MoneyTrails work offline as records are stored on your device by default. An internet connection is only needed for optional services like dividend announcement alerts.
What devices are supported by MoneyTrails?
MoneyTrails is supported on iPhone, iPad, and iPod. Home screen widgets require iOS 17 or later.
How often is MoneyTrails updated?
The latest version, 3.2.0, was released on October 27, 2026, indicating active development and regular updates to enhance features and reliability.
What is the age rating for MoneyTrails?
MoneyTrails has an age rating of 4+, making it suitable for a wide range of users interested in managing their finances.
