Personal Investment Tracker

Personal Investment Tracker

Track Portfolio & Net Worth

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Free
In-App Purchases

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Details

  • Released
  • Updated
  • March 19, 2026
  • August 14, 2026

Features

Personal Investment Tracker screenshot #1 for iPhone
Personal Investment Tracker screenshot #2 for iPhone
Personal Investment Tracker screenshot #3 for iPhone
Personal Investment Tracker screenshot #4 for iPhone
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About

Track your bank deposits, interest income, and maturity schedules in one simple app — completely offline and private. Track Portfolio & Net Worth replaces the spreadsheets you use to monitor fixed deposits, savings accounts, and interest earnings. No account required. No cloud. Your data stays on your device. KEY FEATURES - Track fixed deposits and savings accounts across multiple banks - Calculate monthly interest and total interest at maturity - 12-month forecast timeline for upcoming interest and maturity dates - Withdrawal simulation with clawback calculation - Multi-currency support (USD, EUR, KHR, and more) - Organize deposits into portfolios (Personal, Family, Business) - Dashboard with net worth, capital balance, and monthly income overview - "This Month" section showing expected and received interest PRO FEATURES (one-time $9.99 purchase) - Unlimited portfolios and deposits - Interest payout and maturity reminders (local notifications) - Monthly income summary notifications - Clawback warnings for early withdrawal - Data export: CSV, Excel (XLSX), and PDF reports - Backup & restore with iCloud Drive sync - Bank exposure report with concentration analysis - Portfolio customization: icons, colors, and emoji BUILT FOR PRIVACY - 100% offline — works without internet - No account, no sign-up, no tracking - All data stored locally on your device - No ads, no analytics Perfect for anyone managing fixed deposits, term deposits, or savings across multiple banks. Know exactly how much interest you're earning and when your deposits mature.
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What's New in Personal Investment Tracker

1.8.0

August 14, 2026

TRACK WHAT YOU OWN, NOT ONLY WHAT YOU DEPOSIT - Assets: record anything owned outright — cash in a drawer, a flat, a car, gold, shares, a stake in a business. Eight categories, each with a note of where it is or where the paperwork lives. - Assets count towards your net worth without disturbing anything else. They earn no rate, so they stay out of capital, monthly income and the forecast — no invented interest. - Say what something is worth today and the app works out the change, keeping every revaluation in its history. - Money can move between an asset and any other account you track, with both sides recorded. RENEW A DEPOSIT IN ONE STEP - When a deposit matures, roll it straight into a fresh term at the same bank. The new deposit opens prefilled with the same terms and the same length, starting the day the old one ended — usually you only need to change the rate. - The renewal is linked to the deposit it replaces, so the chain stays visible. INTEREST PAID AT OPENING - A third payout type, for deposits that hand over the whole term's interest the day the account opens — as banks in Albania and elsewhere commonly sell them. - The interest is recorded as received on the start date, so your net worth, capital and interest history are right from day one, and nothing is double-counted in the forecast. TOP UP A DEPOSIT YOU ALREADY HOLD - A transfer can now go into an existing fixed deposit, not only a newly created one. The app explains first what it does to the interest, since a deposit earns over its whole term from a single principal. DATES AND MONEY, WRITTEN YOUR WAY - Choose how dates read and how amounts are grouped and rounded, independently of your device language. Thank you for writing in — the upfront-interest payout came straight from a user request.

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In-App Purchases

$9.99

ZenTreasury Pro

Unlimited portfolios, deposits, notifications

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