Net Worth Tracker: WorthTrail

Net Worth Tracker: WorthTrail

Portfolio, Assets & Debts

4 ratings
15 reviews
Free
In-App Purchases

Details

  • Released
  • Updated
  • June 14, 2026
  • September 21, 2026

Features

Net Worth Tracker: WorthTrail screenshot #1 for iPhone
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Net Worth Tracker: WorthTrail screenshot #10 for iPhone
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About

Track your net worth and investments privately without sharing bank login details. Organize assets and debts, monitor portfolio performance over time, and generate detailed reports. All your financial data stays on your device by default.

Private net worth and portfolio tracking
Track stocks, ETFs, crypto, property, and debts
Organize holdings with flexible tag groups
Monitor daily, weekly, monthly, and yearly P&L
Multi-currency support
Export Excel and PDF reports
On-device data storage with iCloud sync option
Show original description
+3

What's New in Net Worth Tracker

1.4.25

September 21, 2026

· Added Taiwan stock support and improved historical-data reliability, region-appropriate starter tags and translations.

1

In-App Purchases

$5.99

WorthTrail Pro

Unlimited assets, tags, PDFs and iCloud sync.

User reviews

清仓记录无法修改

清仓记录无法修改撤销,提示保存失败,更新了最新版本,还是无法保存

Response from developer

您可以更新一下最新版本重试一下🌹

值得推荐

为了长期管理各类金融资产,对比了几款同类的app,它从界面美化,功能特点,数据更新速度几方面来说都很优秀,值得推荐。

Response from developer

感谢您的支持🌹

很好用,有些小瑕疵

已清仓的记录无法修改。添加历史记录时,减仓会提示失败,原因可能是数量不对,但在一堆加仓记录中很难找到哪里有问题(能找到,但不容易发现)

Response from developer

感谢反馈,后续会优化这块功能🌹

不错的综合资产管理工具

功能完善且简洁易用,开发者迭代迅速,推荐使用。

Response from developer

谢谢您的支持🌹

外观设计精美简洁大气大方上档次功能齐全操作简单易懂方便快捷实用性强

用了大半年了,界面清爽不复杂,操作很顺手。收益明细一目了然,
对比了好几款APP,最后选了这款。最满意的是产品种类丰富。好用!界面简洁、操作流畅、收益透明,用了几个月没出过问题,值得推荐

Response from developer

感谢支持🌹

FAQ

What is WorthTrail?

WorthTrail is a private net worth and portfolio tracker that allows you to monitor all your assets and debts without needing to link bank accounts. It provides a clear overview of your financial standing and investment performance.

Does WorthTrail require bank logins?

No, WorthTrail is designed with privacy in mind and does not require any bank logins. Your financial data is kept private and stored on your device by default.

What types of assets can I track with WorthTrail?

You can track a wide range of assets including stocks, ETFs, funds, cryptocurrency, property, private investments, custom assets, and various types of debts.

Can I see how my investments are performing over time?

Yes, WorthTrail allows you to build historical data with snapshots and review daily, weekly, monthly, and yearly Profit & Loss (P&L). You can follow net worth trends and portfolio growth across flexible date ranges.

Does WorthTrail support multiple currencies?

Yes, WorthTrail supports multi-currency conversion, allowing you to view assets in USD, EUR, GBP, JPY, and other currencies in a consistent view.

Can I export my financial data from WorthTrail?

Absolutely. WorthTrail allows you to export structured Excel workbooks for deeper analysis and polished PDF reports for archiving or sharing.

Is WorthTrail available on multiple devices?

WorthTrail is available for iPhone and iPad, ensuring you can manage your finances across your Apple devices.

Does WorthTrail have ads?

No, WorthTrail does not contain any advertisements. The app is designed to provide a clean and uninterrupted user experience.