portfx - net worth & cashflow

With portfx, you get a clear overview of your wealth, investments, income, fixed expenses, and subscriptions. ALL IN ONE PLACE Add all your assets: bank accounts, savings, investments, crypto, real estate, and more. Also keep track of your debts, from mortgages to credit cards. portfx automatically calculates your total net worth and shows how it evolves over time. CASH FLOW INSIGHTS Track your fixed income and recurring expenses, such as salary, subscriptions, other fixed costs, and shared expenses. SMART INSIGHTS A personalized dashboard with over 15 widgets gives you instant insight into your finances. View your wealth growth in charts, analyze your savings rate, and compare future scenarios. INVESTMENTS & DEBTS • Track your investments with recurring contributions and return overviews. • Manage your mortgage or loan with support for annuity, linear, and interest-only structures. See exactly how much you pay in interest and principal. MULTIPLE CURRENCIES Do you have finances in different currencies? No problem. portfx supports multiple currencies with live exchange rates. YOUR DATA Your data stays on your own device. Optionally sync via iCloud and secure the app with Face ID. Export your data as CSV whenever you want. PORTFX PREMIUM Get even more out of portfx with Premium: • Unlimited accounts and cash flow items • All insights widgets • iCloud sync • CSV import & export • Face ID security • Multi-currency support