# NQ100 Portfolio Notes — One-stop asset management

> One-stop asset management (iPhone/iPad app by 光耀 张.)

- Source: https://appshunter.io/ios/app/nq100-portfolio-notes/id6762179832 (this page in markdown: same URL + `.md`)
- Developer: [光耀 张](https://appshunter.io/developer/1893112743)
- Category: Utilities, Productivity
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 13.0 · 61 MB
- Languages: English, Chinese, Chinese
- Released: 2026-04-21
- Data updated: 2026-07-10
- User reviews in markdown: https://appshunter.io/ios/app/nq100-portfolio-notes/id6762179832/reviews.md

## What is NQ100 Portfolio Notes?

- Asset Management: Supports multiple asset types, including stocks, funds, cash, and more, all managed in one place
  - Asset Recording: Allows users to enter asset quantities and prices, with automatic calculation of holding market
    value
  - Asset History: View asset trends by day, week, month, or year
  - Financing and Loan Records: Supports recording financing or borrowing activities to help users understand their
    capital structure
  - Rebalancing Support: Provides simple adjustment references based on asset allocation
  - Data Export: Supports exporting to Excel and PDF for backup and analysis

  Design Philosophy
  We aim to provide a simple and clear asset management tool so users can focus on long-term planning rather than short-
  term market fluctuations.

  Privacy Notice
  All data is stored locally on the device only and is not uploaded to any server. Please remember to back up your data
  regularly.

  Disclaimer
  This app is intended only for asset recording and analysis and does not constitute investment advice.

  Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Pro (Monthly) | $1.99 | per month |
| Pro (Yearly) | $14.99 | per year |



## Version history (last 4 releases)

### 0.1.5 — 2026-06-17

Updated the app name to NQ100 Portfolio Notes .
Added a total asset trend chart on the home screen.
Added asset filtering for the account list on the home screen.
Improved asset distribution sorting.
Refined asset creation, account transaction, and account detail flows.
Added historical price backfill support.
Improved US stock pre-market and after-hours price refresh/selection.
Improved crypto quote sources, with LBank prioritized.
Prioritized latest confirmed NAV for OTC funds.
Improved return calculation by excluding FX movement and focusing on asset price changes.
Added percentage display for asset changes in risk stress testing.
Improved leverage, hidden amount, integer amount, and cash balance displays.

### 0.1.4 — 2026-05-19

1. Brand new interface style
2. Added data module
3. Added risk stress testing function

### 0.1.3 — 2026-05-04

Add backup data to local folder, backup data list

### 0.1.1 — 2026-04-21

No release notes.

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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 2026-07-10.*
