# Simple Asset Tracker -M3- — Monthly Net Worth Trends

> Monthly net worth tracker for assets, debts, and investment accounts. (iPhone/iPad app by TEFISTA LLC.)

- Source: https://appshunter.io/ios/app/simple-asset-tracker-m3/id1665573464 (this page in markdown: same URL + `.md`)
- Developer: [TEFISTA LLC](https://appshunter.io/developer/1665575416)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 13.0 · 38 MB
- Languages: American English, Japanese
- Released: 2023-01-26
- Data updated: 2026-08-21
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/simple-asset-tracker-m3/id1665573464/reviews.md

## What is Simple Asset Tracker?

■ Why "Monthly"?
In wealth building, what truly matters isn't daily minor expenses, but the reality of whether your net worth has increased since last month.
Even if you struggle with daily budgeting, anyone can manage a monthly financial check-in.
Simply note down your balances—401(k), IRA, Stocks, Crypto, or Cash—at your own timing.
That’s all it takes to see at a glance if your assets are on an upward trajectory.

■ What you can do with M3
・Centralize multiple accounts (401(k), IRA, Stocks, ETFs, Savings, Crypto, etc.)
・Automatic display of total assets, monthly changes, and trend graphs (*Graphs are a Premium feature)
・Support for negative values (Loans and debt are supported)

■ Recommended for:
・Those aiming for FIRE, Side FIRE, or Semi-retirement
・Users with accounts that cannot be linked to auto-sync apps
・Those who have given up on traditional budgeting apps
・Anyone who wants a simple way to track total asset trends
・Those who want to manage retirement and investment accounts in one place

5 minutes, once a month.
The simple fact that your "total assets continue to grow" is the greatest motivation for long-term investing.
Start tracking your wealth with M3 today.

## Key features

- Centralize multiple financial accounts
- Track total assets and monthly changes
- View asset trend graphs (Premium)
- Support for negative values (loans/debt)
- Simple monthly financial check-in

## Pricing and in-app purchases

Base price: Free.

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| Premium Plan | $4.99 | one-time |


## Recent user reviews (6 of 6)

All indexed reviews: https://appshunter.io/ios/app/simple-asset-tracker-m3/id1665573464/reviews.md

### 5/5 — 理想のアプリ

*2025-08-28*

今まで使っていた残高で入力するアプリがなくなってしまい、似たようなアプリを探しても入金出金と収支を入力するアプリばかりだったので、残高入力で管理できるアプリが見つかって本当に嬉しいです。
月1で残高で入力して管理したいと思っていたのでぴったりです。
棒グラフが見れたらより嬉しいです🙇

### 1/5 — 使い方の説明がない

*2024-07-15*

訂正の仕方が分からない

### 4/5 — シンプルでよい

*2024-07-08*

口座等のジャンル分けができればなおよい。
広告の表示の頻度が一週毎に出来るのが助かる。

### 5/5 — 分かりやすい！

*2024-06-15*

資産残高がわかりやすいです。
月初に各口座の残高を入力しています。
マネーフォワード等で連携出来ない口座の残高も入力できるので、本当の資産残高の把握に役立っています。

### 5/5 — シンプル簡単

*2023-02-19*

めんどくさい、ズボラ、忙しい人のメモ帳になるような管理アプリだなって思いました！

**Developer response:** ご評価ありがとうございます。
出来る限り簡単に、資産管理が面倒にならないように、
開発元の私たちでも資産管理を続けられることを基準に作っていますので、
ご共感頂け大変嬉しく思います。
どうぞこれからもよろしくお願いいたします。

### 5/5 — 総資産が見やすい

*2023-02-14*

開いた時にパッと見ただけで、総資産が分かる。また、月ごとの変動もシンプルな資産管理になっているので、分かりやすい。単純な月毎の変動だけでも良いが、これをきっかけに何で自分は支出が増えているのかなど分析するきっかけにもなりそう。

**Developer response:** ご評価ありがとうございます。
年齢を重ねていくと、何かと口座が増えてしまうため、
とにかく毎月、自身で決めた日に口座残高をメモすることで、
簡単に総資産を把握したいと思って開発いたしました。

このアプリをきっかけとして分析に繋げて頂けると、
私共にとっても望外の喜びでございます。

## Frequently asked questions about Simple Asset Tracker

### What is Simple Asset Tracker's primary focus?

Simple Asset Tracker focuses on tracking your net worth on a monthly basis, rather than daily expenses. It helps you monitor the growth of your total assets over time.

### Can Simple Asset Tracker handle debts and loans?

Yes, Simple Asset Tracker supports negative values, allowing you to accurately track debts and loans alongside your assets for a complete net worth picture.

### What accounts can I track with Simple Asset Tracker?

You can centralize various accounts including 401(k), IRA, stocks, ETFs, savings accounts, and cryptocurrency, among others.

### Are trend graphs available for free?

Trend graphs are a Premium feature within Simple Asset Tracker. The free version allows for basic tracking and display of total assets and monthly changes.

### How often do I need to use Simple Asset Tracker?

The app is designed for a simple monthly check-in, requiring only about 5 minutes once a month to note down your balances.

### Does Simple Asset Tracker have ads?

Yes, Simple Asset Tracker contains advertisements. This is part of its free offering, alongside optional in-app purchases for premium features.

### What devices is Simple Asset Tracker compatible with?

Simple Asset Tracker is available for iPhone, iPad, and iPod devices, running on iOS.

### How secure is my financial data with Simple Asset Tracker?

While the description doesn't detail specific security measures, the app allows manual entry of balances, which can be a more secure method than auto-syncing for some users.

## Version history (last 5 releases)

### 1.0.8 — 2026-04-22

Improvements
・Improved app stability
・Performance improvements

Changes
・Minimum supported iOS version changed to iOS 15.0

### 1.0.7 — 2026-04-14

New Features
Added Premium plan (one-time purchase) with ad removal and graph feature.
Added monthly graph feature (Premium only).
Added month comparison feature in history screen.

### 1.0.5 — 2024-04-30

Modified the small bug.

### 1.0.4 — 2024-04-25

Updated the app to allow negative input for taxes for FX etc.
Fixed minor bugs.

### 1.0.3 — 2024-04-01

Revision:
Updated to comply with advertising guidelines.

## Apps similar to Simple Asset Tracker

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Simple Assets: Money Manager](https://appshunter.io/ios/app/simple-assets-money-manager/id6751455631) | 5.0 (1) | Free | Finance |
| [資産管理・ポートフォリオ](https://appshunter.io/ios/app/id1517578647) | — | Free | Finance |
| [OneMoney - Net Worth Tracker](https://appshunter.io/ios/app/onemoney-net-worth-tracker/id1635464509) | — | Free | Finance |
| [全ての口座の資産を一括管理「トレノ」](https://appshunter.io/ios/app/id1591379906) | — | Free | Finance |
| [Simple Net Worth Tracker](https://appshunter.io/ios/app/simple-net-worth-tracker/id6749816452) | — | Free | Finance |
| [資産手帳](https://appshunter.io/ios/app/id1592047113) | — | Free | Finance |

## More apps by TEFISTA LLC

- [FATHER2 Save Dad with Addition](https://appshunter.io/ios/app/father2-save-dad-with-addition/id6757775524)

All apps by TEFISTA LLC: https://appshunter.io/developer/1665575416

---

*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 2026-08-21.*