# Personal Investment Tracker — Track Portfolio & Net Worth > Track Portfolio & Net Worth (iPhone/iPad app by Lyhour Huy.) - Source: https://appshunter.io/ios/app/personal-investment-tracker/id6760211364 (this page in markdown: same URL + `.md`) - Developer: [Lyhour Huy](https://appshunter.io/developer/1482096084) - Category: Finance, Utilities - Price: Free with in-app purchases - Age rating: 4+ - Requires: iOS 16.4 · 53 MB - Languages: American English - Released: 2026-03-19 - Data updated: 2026-08-24 - User reviews in markdown: https://appshunter.io/ios/app/personal-investment-tracker/id6760211364/reviews.md ## What is Personal Investment Tracker? 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. ## Pricing and in-app purchases Base price: Free. **One-time purchases** | Purchase | Price | Type | | --- | --- | --- | | ZenTreasury Pro | $9.99 | one-time | ## Version history (last 5 releases) ### 1.8.1 — 2026-08-18 A maintenance release. THE BOTTOM OF THE SCREEN, BACK IN VIEW - The last row of a long list no longer sits behind the floating tab bar. The dashboard, forecast, portfolios and settings screens now all scroll clear of it. KEEPING PACE WITH THE PLATFORM - Rebuilt on the latest React Native and Expo release, so the app stays current with this year's iOS. Nothing about your data changed — it stays on your device, offline, as always. ### 1.8.0 — 2026-08-14 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. ### 1.7.0 — 2026-08-10 TRANSFERS BETWEEN ACCOUNTS • Move money from a deposit or savings account into another account you already track — or into a brand-new account you create right from the transfer screen. Ideal for moving part of a deposit somewhere paying a better rate. • Both sides of the transfer are recorded, so balances, net worth, and forecasts stay correct. • Warns you before moving money out of a deposit that claws back interest on early withdrawal. • Transfer history on every account shows where the money came from and where it went. FIXES • Fixed savings account balances showing double the opening amount. Affected balances correct themselves automatically the next time you open the app — nothing to re-enter. • Interest set to "Capital (Save)" now compounds into the savings balance and into next month's interest, as it should. • Balance history now lists every movement, including the opening balance and reinvested interest, so it adds up to the balance shown above it. • The annual rate field now reminds you to enter 6 for 6% per year, not 0.06. WE READ EVERYTHING Several of these fixes came straight from your messages. Found a problem or want a feature? Go to Settings > Support & Feedback > Send Feedback and tell us — it reaches us directly. ### 1.6.1 — 2026-08-07 - Interest, forecasts, and totals now always display in the correct currency — no more amounts shown as US dollars - Portfolio and bank totals are listed per currency instead of being added together - Bank exposure report no longer shows false concentration warnings when you hold more than one currency - Deposit interest now matches the forecast when withholding tax applies - Pro features stay unlocked when you open the app offline - Safer backup restore, more reliable monthly summary reminders on Android, and translation fixes Found a bug or have an idea? Tap Send Feedback in Settings — we read every message. ### 1.6.0 — 2026-08-03 • Every world currency is now supported, including Sierra Leonean Leone (SLE) — pick yours from the new searchable currency list • Faster, native tab bar with Liquid Glass on iOS 26 • Smoother keyboard handling when entering deposits • Performance improvements and updated components ## More apps by Lyhour Huy - [Famnance](https://appshunter.io/ios/app/famnance/id1508746732) - [Daily Glucose Tracker](https://appshunter.io/ios/app/daily-glucose-tracker/id1586515267) - [Kromb](https://appshunter.io/ios/app/kromb/id6446094615) - [Ousa](https://appshunter.io/ios/app/ousa/id6744956439) - [Famnance: Family Budget](https://appshunter.io/ios/app/famnance-family-budget/id6760258114) All apps by Lyhour Huy: https://appshunter.io/developer/1482096084 ## Related topics [personal investment tracker](https://appshunter.io/ios/topics/personal-investment-tracker) · [interest rate tracker](https://appshunter.io/ios/topics/interest-rate-tracker) · [interest tracker](https://appshunter.io/ios/topics/interest-tracker) --- *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 2026-08-24.*