# Simfolio - Financial Planner — Retirement calculator, planner > Financial planner and retirement calculator for net worth tracking and forecasting. (iPhone/iPad app by Wisani Shilumani.) - Source: https://appshunter.io/ios/app/simfolio-financial-planner/id1559748715 (this page in markdown: same URL + `.md`) - Developer: [Wisani Shilumani](https://appshunter.io/developer/1540110318) - Category: Finance, Utilities - Price: Free with in-app purchases - Rating: 5.00/5 from 2 App Store ratings · 8 written reviews indexed - Age rating: 4+ - Requires: iOS 13.0 · 30 MB - Languages: English - Released: 2021-04-11 - Data updated: 2026-06-01 - Monetization: free with in-app purchases - User reviews in markdown: https://appshunter.io/ios/app/simfolio-financial-planner/id1559748715/reviews.md ## What is Simfolio? Simfolio helps you plan your finances and retirement through net worth tracking and forecasting, to give you peace of mind over your future financial well-being. Features: - Net worth tracking and forecasting - Plan your retirement - Set financial goals - Learn from Simfolio is a financial planner and retirement calculator app. The app lets you track a variety of assets in real-time, and see how they will all grow together without the need to use overly complicated spreadsheets. Simfolio is the personal finance tool you want to keep on your side to help you plan for your future, with wealth forecasts, goal setting and retirement planners. It is the smartest and easiest way to see into your investment portfolio's future. CALCULATE YOUR RETIREMENT AND PLAN YOUR FINANCES Simfolio is the easiest and fastest way to see how your net worth will grow over time. Our financial planner tools help you see into your financial future. TRACK ALL YOUR MONEY IN ONE PLACE Simfolio not only lets you track your net worth, but lets you track the performance of each of your investment accounts, and see how they will grow individually. COMPARE TO MARKET PERFORMANCE BENCHMARKS Simfolio lets you compare the performance of your individual assets to popular benchmarks like the S&P500, JSETop40, Bitcoin and more. PLAN FOR RETIREMENT Simfolio lets you see if you're on track to retire with its retirement graph planning tool. Simply tag your accounts as retirement accounts, and see if you will be able to cover living costs in the future. YOUR DATA IS YOURS Simfolio acts with your best interests at heart. Your data is stored securely and is highly anonymised. We do not share your personal information with any third parties. End-User License Agreement: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ ## Key features - Net worth tracking and forecasting - Retirement planning - Financial goal setting - Investment portfolio visualization - Compare to market benchmarks - Track individual account performance ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Simfolio Premium Monthly | $3.99 | per month | | Simfolio Premium Bi-annual | $39.99 | per 6 months | | Simfolio Premium Annual | $24.99 | per year | **One-time purchases** | Purchase | Price | Type | | --- | --- | --- | | Premium Lifetime Access | $149.99 | one-time | ## Recent user reviews (8 of 8) All indexed reviews: https://appshunter.io/ios/app/simfolio-financial-planner/id1559748715/reviews.md ### 1/5 — Stuck in a “Something went wrong” loop *2022-01-28, version 1.13.4* 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. ### 5/5 — Dark mode plz *2022-01-25* Thank you. ### 5/5 — Visual + Enlightening *2021-09-02, version 1.8.0* This app is such an excellent visual tool for the power of compound interest and starting early. Love that it syncs with EasyEquities ⭐️ ### 5/5 — Financial Planning Made Easy *2021-07-31, version 1.6.8* 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. ### 5/5 — Super useful app *2021-07-29, version 1.6.2* You can’t manage what you can’t measure - Simfolio is great to consolidate and visualise your portfolio 🚀 ### 5/5 — Just what I needed. *2021-07-23, version 1.5.8* Awesome app. Love the design elements and how simple it is to use. Makes knowing the benefit of investing & compound interest so much easier. It would be great if future updates would allow me to link already existing investments and keep track track of them in the background. Wonderful! ### 5/5 — Clear and insightful *2021-07-22* It is not only refreshing but rather mind blowing to see various investments mapped out from a 1 year to 40 year projection. Such a poignant reminder of the power of compounding! A very helpful financial tool. ### 5/5 — Brilliant App *2021-07-20, version 1.5.4* Used to struggle with visualising how my portfolio will grow, but Simfolio has changed my entire perspective. 10/10 recommend it to people trying financially plan ahead. ## Frequently asked questions about Simfolio ### 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. ## Version history (last 5 releases) ### 1.34.7 — 2023-08-02 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. ### 1.34.6 — 2023-07-15 Get ready for an enhanced financial experience with our latest update. Introducing the AI voice assistant, your personalized guide to understanding your investment portfolio like never before. This cutting-edge feature will make managing your investments easier, more efficient, and enjoyable, taking your financial journey to new heights. But that's not all! In version 1.34.6, we've added a skip login feature, allowing you to explore the app and its incredible functionalities without the hassle of creating an account right away. Discover the power of our app firsthand and see how it can transform your financial planning experience. And here's the exciting news: We've unleashed our powerful new sharing feature! Now, you can effortlessly share your net worth tracking and forecasting successes with others. Celebrate your financial milestones and inspire those around you by showcasing your achievements with just a few taps. Whether it's reaching your net worth goals or making progress towards your financial aspirations, sharing your journey has never been easier. So, buckle up and get ready to elevate your financial planning to a whole new level. Update now and explore the remarkable features that make managing your finances a breeze. From the AI voice assistant to the seamless sharing capabilities, this update is all about empowering you to achieve financial success while enjoying the journey like never before. Download the latest version and share your financial triumphs with the world! ### 1.34.5 — 2023-07-02 Introducing the AI voice assistant! This feature is designed to make understanding your portfolio of investments a little easier, more efficient, and more enjoyable than ever before. Version 1.34.5 also comes with a skip login feature to help you explore the app before committing to creating an account. Take your financial planning to the next level with our cutting-edge app. And now, we're excited to introduce our powerful new feature that empowers you to share your net worth tracking and forecasting successes with ease! With our innovative sharing feature, you can inspire and motivate others by showcasing your financial milestones like never before. Whether you're tracking your net worth, setting financial goals, or forecasting your progress, you can now share your achievements with just a few taps! ### 1.34.4 — 2023-06-04 Introducing the AI Chatbot analyst! We are thrilled to present the latest update to our iOS app, featuring a cutting-edge AI chatbot that will transform the way you interact with your investment portfolio. This feature is designed to make understanding your portfolio of investments a little easier, more efficient, and more enjoyable than ever before. Version 1.34.4 also comes with a skip login feature to help you explore the app before committing to creating an account. Take your financial planning to the next level with our cutting-edge app. And now, we're excited to introduce our powerful new feature that empowers you to share your net worth tracking and forecasting successes with ease! With our innovative sharing feature, you can inspire and motivate others by showcasing your financial milestones like never before. Whether you're tracking your net worth, setting financial goals, or forecasting your progress, you can now share your achievements with just a few taps! ### 1.34.3 — 2023-05-24 Introducing the AI Chatbot analyst! We are thrilled to present the latest update to our iOS app, featuring a cutting-edge AI chatbot that will transform the way you interact with your investment portfolio. This feature is designed to make understanding your portfolio of investments a little easier, more efficient, and more enjoyable than ever before. Take your financial planning to the next level with our cutting-edge app. And now, we're excited to introduce our powerful new feature that empowers you to share your net worth tracking and forecasting successes with ease! With our innovative sharing feature, you can inspire and motivate others by showcasing your financial milestones like never before. Whether you're tracking your net worth, setting financial goals, or forecasting your progress, you can now share your achievements with just a few taps! ## Apps similar to Simfolio | App | Rating | Price | Category | | --- | --- | --- | --- | | [Retirement Investing Simulator](https://appshunter.io/ios/app/retirement-investing-simulator/id1468286155) | 4.2 (61) | Free | Finance | | [Portfolio Tracker - Basil](https://appshunter.io/ios/app/portfolio-tracker-basil/id6447072094) | 4.9 (18) | Free | Finance | | [FiScry: Financial Simulator](https://appshunter.io/ios/app/fiscry-financial-simulator/id1631754118) | 5.0 (18) | Free | Finance | | [Net Worth by BalanceViewer](https://appshunter.io/ios/app/net-worth-by-balanceviewer/id1476048552) | 4.4 (104) | Free | Finance | | [NetWorth Pro 2](https://appshunter.io/ios/app/networth-pro-2/id1227300103) | 4.5 (11) | Free | Finance | | [GRAINVEST](https://appshunter.io/ios/app/grainvest/id935297517) | — | Free | Finance | ## More apps by Wisani Shilumani - [AtFirst - Daily Affirmations](https://appshunter.io/ios/app/atfirst-daily-affirmations/id6451104136) - [Pinfit AI - Fashion Stylist](https://appshunter.io/ios/app/pinfit-ai-fashion-stylist/id6739936361) All apps by Wisani Shilumani: https://appshunter.io/developer/1540110318 --- *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 2026-06-01.*