Simfolio - Financial Planner

Simfolio - Financial Planner

Retirement calculator, planner

2 ratings
8 reviews
Free
In-App Purchases

Details

  • Released
  • Updated
  • April 11, 2021
  • August 2, 2023

Features

Simfolio - Financial Planner screenshot #1 for iPhone
Simfolio - Financial Planner screenshot #2 for iPhone
Simfolio - Financial Planner screenshot #3 for iPhone
Simfolio - Financial Planner screenshot #4 for iPhone
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About

Plan your financial future and retirement with this app. Track your net worth, forecast wealth growth, and set financial goals. Easily visualize your investment portfolio's future performance without complex spreadsheets.

Net worth tracking and forecasting
Retirement planning
Financial goal setting
Investment portfolio visualization
Compare to market benchmarks
Track individual account performance
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What's New in Simfolio

1.34.7

August 2, 2023

We are delighted to introduce the highly-anticipated AI voice assistant, a personalized guide designed to provide unparalleled insights into your investment portfolio, retirement planning, net worth tracking, and net worth forecasts. This cutting-edge feature is poised to revolutionize the way you manage your investments and overall financial journey, making it more efficient, convenient, and ultimately, more rewarding. However, that's not all there is to this update. Version 1.34.7 brings a notable addition – the skip login feature. This enhancement allows you to explore the app and its comprehensive functionalities without the immediate requirement of creating an account. Now, you can immerse yourself in the application's capabilities and truly grasp its potential in transforming your financial planning experience. The excitement continues with our powerful new sharing feature. We now enable effortless sharing of your net worth tracking and forecasting successes, along with your retirement planning achievements, with others. Celebrate your financial milestones and inspire those around you by showcasing your accomplishments with a few simple taps. Whether you're achieving your net worth goals, making progress in your retirement planning, or aiming to secure your financial future, this feature allows you to share your journey effortlessly. Our aim with this update is to elevate your financial planning experience to an unprecedented level. From the AI voice assistant, which provides valuable insights into investment strategies and retirement planning, to the seamless sharing capabilities, we are dedicated to empowering you to achieve financial success while embracing the journey with renewed enthusiasm. Take the leap and update now to explore the remarkable features that will undoubtedly make managing your financial planning, retirement planning, net worth tracking, and net worth forecasts an absolute breeze. The power of this update lies in transforming your financial journey into a seamless and enriching endeavor. Download the latest version today and unlock the potential to share your financial triumphs with the world as you progress confidently towards your financial objectives.

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Subscription plans

Simfolio Premium Monthly

All Access (1 month)

$3.991 Month
3 Days trial
How to cancel Simfolio subscription ⁉️
4

In-App Purchases

$149.99

Premium Lifetime Access

Lifetime access to premium features

User reviews

Stuck in a “Something went wrong” loop

I am sure this is a great app and a good idea. Probable is that after downloading I stay stuck in the onboarding cycle while literally trying the first step. Multitude hard closes and restarts so t seem to do the trick.

Dark mode plz

Thank you.

Visual + Enlightening

This app is such an excellent visual tool for the power of compound interest and starting early. Love that it syncs with EasyEquities ⭐️

Financial Planning Made Easy

With the slow additions of linked accounts, this app is becoming a great tool to help me forecast and plan my savings. I am able to see projections and contribution forecasts. I am loving it and would highly recommend it.

Super useful app

You can’t manage what you can’t measure - Simfolio is great to consolidate and visualise your portfolio 🚀

Developer apps

FAQ

What is Simfolio?

Simfolio is a financial planner and retirement calculator app designed to help users track their net worth, forecast wealth growth, and set financial goals. It aims to provide peace of mind about future financial well-being.

How does Simfolio help with retirement planning?

Simfolio includes a retirement graph planning tool. You can tag your accounts as retirement accounts to see if you are on track to cover future living costs upon retirement.

Can I track individual investment accounts with Simfolio?

Yes, Simfolio allows you to track the performance of each of your investment accounts individually and see how they grow over time. It also enables comparison to market performance benchmarks like the S&P500.

Is my financial data secure with Simfolio?

Simfolio states that your data is stored securely and is highly anonymized. They do not share your personal information with any third parties, acting with your best interests at heart.

What are the subscription options for Simfolio Premium?

Simfolio offers monthly ($3.99/P1M with a 3-day free trial), annual ($24.99/P1Y with a 3-day free trial), and bi-annual ($39.99/P6M with a 7-day free trial) subscription plans for Simfolio Premium.

Does Simfolio have ads?

No, Simfolio does not contain advertisements. The app is free to download and use, with optional in-app purchases for premium features.

What devices is Simfolio available on?

Simfolio is available on iPhone, iPad, and iPod. It is rated for ages 4 and up.

How often is Simfolio updated?

The latest version of Simfolio is 1.34.7, which was last updated on August 2, 2023. This indicates regular updates to improve functionality and reliability.