# Net Worth Tracker: Sumio — Track Assets & Liabilities

> AI-powered net worth and portfolio tracker with multi-currency and projection features. (iPhone/iPad app by Fiduciary.)

- Source: https://appshunter.io/ios/app/net-worth-tracker-sumio/id1560198579 (this page in markdown: same URL + `.md`)
- Developer: [Fiduciary](https://appshunter.io/developer/1560198581)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Rating: 3.40/5 from 5 App Store ratings · 9 written reviews indexed
- Age rating: 17+
- Requires: iOS 16.0 · 67 MB
- Languages: American English, Czech, French (France), German (Germany), Polish, European Spanish
- Released: 2021-12-07
- Data updated: 2026-08-15
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/net-worth-tracker-sumio/id1560198579/reviews.md

## What is Net Worth Tracker?

Elevate your financial journey with Sumio, the AI-powered finance app designed to simplify portfolio tracking and net worth management. Whether you're an avid investor or just starting, Sumio provides the tools you need to monitor your wealth, track your investments, and make informed financial decisions.

Master Your Portfolio and Net Worth with Cutting-Edge Features:

– Automatic Key Metrics Calculation: Instantly access essential financial metrics such as Net Worth, Total Assets, and Total Liabilities, all automatically calculated to give you a clear picture of your financial health.

– Dynamic Watchlist: Stay on top of the market with real-time updates for stocks and crypto from U.S. and global exchanges. Your personalized watchlist ensures you're always in the loop.

– Intelligent Gains & Losses Tracking: Gain insightful overviews of your portfolio's performance with a detailed analysis of market value changes over time.

– Comprehensive Allocation Insights: Visualize your asset allocation with intuitive charts that illustrate the distribution of your assets and liabilities.

Market Data: Receive automatic updates for stocks, ETFs, cryptocurrencies, and precious metals. Leverage our AI integration to turn market data into actionable insights.

Multi-Currency: Manage finances globally with support for over 100 world currencies, complete with automatic conversions to your default currency.

Projections: Use Sumio's projection models to forecast your Net Worth's evolution and make strategic financial plans.

Robust Security Lock: Protect your financial data with Passcode, Face ID, or Touch ID. Your security is our priority.

Custom Indicators & Categories: Tailor your financial tracking experience by creating custom indicators and categories for your assets and liabilities.

Seamless Portfolio Import: Effortlessly import your stock and fund purchases using an XLSX file to get started quickly.

AI Assistant for Insights: Let AI generate comprehensive summaries and insights, giving you the edge in decision-making.

Multi-Device Sync: Export your data to access Sumio across all your devices, ensuring your portfolio tracker is always within reach.

Proactive Notifications: Stay informed with timely alerts on market data values of stocks and crypto assets.

Engaging Visualizations: Navigate your financial landscape with ease using clear, concise charts that enhance your understanding of your net worth.

Customize Your Financial Journey

Sumio puts you in control by allowing you to customize your financial experience. Create custom categories and indicators with their own colors and descriptions to organize your assets and liabilities. Personalize the Summary section by adding your favorite indicators, categories, and individual assets and liabilities. With support for over 100 world currencies and up-to-date exchange rates, Sumio ensures that you have accurate and relevant information at your fingertips.

Private and Secure, Always

Your privacy and security are our top priorities. Say goodbye to intrusive ads – Sumio's business model is based on a Premium Subscription, providing you with a seamless and ad-free experience.

Join the Future of Finance Management

Unlock Sumio's full potential with our Premium Subscription. Enjoy unlimited asset tracking, comprehensive market data access, and premium features like enhanced security and backup. Whether you're tracking stocks or crypto, Sumio's AI capabilities and intuitive interface empower you to manage your money like never before.

Download Sumio Today

Take the first step towards financial empowerment. Download Sumio today and transform the way you manage your portfolio and net worth. Have questions or need support? Reach out to us at support@sumio.app.

Privacy Policy: https://www.sumio.app/privacy
Terms of Use: https://www.sumio.app/terms

## Key features

- Automatic key metrics calculation
- Dynamic watchlist with real-time updates
- Intelligent gains & losses tracking
- Comprehensive allocation insights
- Multi-currency support
- AI assistant for insights
- Multi-device sync

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Annual | $29.99 | per year |
| Monthly Access | $4.99 | per month |
| Weekly Access | $2.99 | per 7 days |


## Recent user reviews (9 of 9)

All indexed reviews: https://appshunter.io/ios/app/net-worth-tracker-sumio/id1560198579/reviews.md

### 5/5 — Best one with great support from the dev team

*2025-07-05*

Have been using this for more than 2 years now and I must say there are not many in the market which has similar features. Very prompt support team who has responded to every request i have placed over these years. Wish the team all the best !

**Developer response:** Thank you so much! We do our best to make Sumio a super useful app for managing personal finance.

### 5/5 — Love this app, it’s a hidden gem

*2024-11-16*

The only thing stopping this app from being utterly perfect is widgets.

### 1/5 — Stay away this is a Clickbait

*2024-08-22*

I don’t this app was about tracking the net worth by connecting to your investment accounts, but it up is absolutely not all it does is collect your input and display it. There’s no way to connect to your bank account. It’s all done man a waste of time so useless I would give a -5 star if possible, stay away from this app and save yourself some time

**Developer response:** We’re sorry to hear that our app didn’t meet your expectations. Sumio is designed to be a privacy-first app, ensuring that our user’s data is always secure and free from external tracking or ads. 

At the moment, we don't offer bank connections, and we do not advertise this feature. We believe in giving users full control of their data by allowing manual input.
That said, we are actively exploring secure and private ways to introduce connections to some banks and brokers in future updates. Our focus will always be on user privacy and security, so we’re taking our time to ensure these integrations are done right.

We appreciate your feedback and encourage you to reach out to our team at support@sumio.app if you have further suggestions or concerns. We value every bit of input and are constantly working to make Sumio better. Thank you for trying our app!

### 5/5 — Couldn’t find better

*2024-07-01*

Definitely the best app for tracking net worth after trying a few.

### 3/5 — Looks good but to expensive

*2024-06-20*

Seems like a nice idea, but I can do the same on excel for free.  £23 a year is a bit much

**Developer response:** Thank you for your feedback and for considering Sumio. We understand that there are various ways to track net worth, including using tools like Excel. However, Sumio offers several features designed to enhance your experience and provide additional value beyond what a spreadsheet can offer.

Our app is built with privacy and security in mind, and we aim to make managing your financial data both intuitive and secure. The subscription fee supports the ongoing development and maintenance of these features, ensuring that we can continue to provide a high-quality, ad-free experience.

We appreciate your input and are always looking for ways to improve. If you have any suggestions or specific features you’d like to see, please feel free to reach out to us at support@sumio.app. Thank you for trying out Sumio!

### 5/5 — Magnifica!

*2023-11-29, version 1.2.8*

Era lo que buscaba para llevar tu control de patrimonio, siendo lo mejor el ser anónimo sin registros. Aunque la opción premium es económica mensual, soy reacio a las subscripciones de por vida. Para mi eso tiene el riesgo de que si se deja de dar soporte, pierdes el premium. Si se pudiera comprar la app sería perfecto.
A parte de eso, realmente contento con la aplicación y esperando próximas actualizaciones y novedades.

### 5/5 — Simple, Beautiful and Effective

*2023-08-12, version 1.2.6*

This application is truly helpful for me to gain an overview of my finances. The application has a pleasing appearance and functions exceptionally well. Furthermore, the developer is prompt in responding. Without a doubt, I would rate this application 5/5.

### 5/5 — Awesome app

*2023-07-03*

Would love a widget showing liabilities, assets, net worth

**Developer response:** Thank you for your feedback, it motivates us a lot! Adding widgets is on our roadmap and once we finish the features we're already working on, we'll try to add them as soon as possible. Please stay tuned!

### 5/5 — Please add Face ID lock

*2022-10-03*

Love the concept, but please add a Face ID lock so someone going through my phone won’t be able to easily see such private financial data. This is quite critical.

Appreciate the app, keep up the great work!

**Developer response:** Thank you very much for your feedback! Security lock using your Face ID, Touch ID, or Passcode is now available with the new update.

Suggestions from our users are extremely valuable to us, please feel free to contact us at any time with any requests at support@sumio.app. Thank you!

## Frequently asked questions about Net Worth Tracker

### What is Sumio's primary function?

Sumio is an AI-powered finance app designed to simplify portfolio tracking and net worth management. It helps users monitor their wealth, track investments, and gain insights into their financial health.

### Does Sumio offer real-time market data?

Yes, Sumio provides real-time updates for stocks, ETFs, cryptocurrencies, and precious metals from U.S. and global exchanges through its dynamic watchlist feature.

### Can Sumio handle multiple currencies?

Yes, Sumio supports over 100 world currencies and includes automatic conversions to your default currency, making it suitable for global financial management.

### How does Sumio ensure user data security?

Sumio prioritizes security by offering robust protection for your financial data through Passcode, Face ID, or Touch ID. Your privacy is a key focus.

### What are the subscription options for Sumio?

Sumio offers Weekly Access for $2.99/P7D, Monthly Access for $4.99/P1M, and Annual access for $29.99/P1Y. All plans include a 3-day free trial.

### How often is Sumio updated?

The latest version of Sumio is 1.9.6, and it was last updated on December 10, 2025, indicating regular maintenance and feature enhancements.

### What devices is Sumio compatible with?

Sumio is available on iPhone, iPad, and iPod, allowing users to track their finances across multiple Apple devices.

### What is the user sentiment for Sumio based on ratings?

Sumio has a rating of 3.4 stars from 5 ratings, suggesting a mixed but generally positive user reception. Some users may find specific features or the overall experience to be less than ideal.

## Version history (last 5 releases)

### 1.9.7 — 2026-05-18

Thank you for using Sumio for tracking your assets and liabilities. This update includes bug fixes and performance improvements.

### 1.9.6 — 2025-12-10

Thank you for downloading Sumio Net Worth Tracker to track your portfolio and net worth! This update brings bug fixes and performance improvements along with design enhancements.

### 1.9.5 — 2025-05-30

Thank you for using Sumio! This update brings bug fixes and performance improvements!

### 1.9.4 — 2025-03-28

This update brings AI Assistant improvements and bug fixes.

### 1.9.3 — 2025-03-03

This update brings bug fixes and improvements of Sumio AI Assistant.

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## More apps by Fiduciary

- [Foreign Currency Converter](https://appshunter.io/ios/app/foreign-currency-converter/id6751902789)

All apps by Fiduciary: https://appshunter.io/developer/1560198581

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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 2026-08-15.*