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Vantage: Portfolio Dashboard

Vantage: Portfolio Dashboard

Asset Balance & Networth

0 ratings
1 review
📊 Productivity
💰 Finance
Free
In-App Purchases

Details

  • Released
  • Updated
  • August 31, 2026
  • September 23, 2026

Features

Developer

George Timms
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About

Track your total assets and liabilities in a private dashboard. Manually add balances, import spreadsheets, or connect accounts for automatic updates. Visualize your net worth trends and set financial goals.

✓Track all assets and liabilities
✓Manual balance entry
✓CSV import for accounts
✓Open Banking for UK banks
✓API link for Trading 212
✓Crypto tracking via Coinbase/public addresses
✓Net worth goal setting
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What's New in Vantage

1.4

September 23, 2026

New monthly report: what you put in, and what the market did.

Subscription plans

Vantage Pro

Holdings, ISA tracking & goal projection

$9.991 Month
7 Days trial
How to cancel Vantage subscription ⁉️

User reviews

Most RecentHighest RatedLowest Rated

It’s made me even more money💰

I used to track my crypto, stocks and cash in a Notion database/sheet, then I Claude coded a dashboard (that would always break) then finally found Vantage.

It took me 2 mins to set up and now it is always updating my total and I can look into individual assets too. The net worth widgets and daily notifications keep it visible and encourages me to invest more often. It’s 100% made me more money since using it. Financial freedom some come
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FAQ

What is Vantage?

Vantage is a private dashboard designed to help you track your net worth by consolidating all your assets and liabilities, including cash, investments, property, and cryptocurrency.

How does Vantage protect my financial data?

All connections to financial institutions are read-only, meaning Vantage can view your balances but cannot move any money. The app also offers a privacy policy detailing data handling practices.

What are the limitations of the free version of Vantage?

The free version of Vantage allows for up to three manually added accounts, one live connection, and one Home Screen widget. Additional features require a subscription.

What subscription tiers does Vantage offer?

Vantage offers optional auto-renewable subscriptions, Vantage Plus and Vantage Pro, available monthly or annually. These subscriptions remove the free tier's limits and unlock the full app functionality.

How can I manage or cancel my Vantage subscription?

You can manage or cancel your Vantage subscription at any time through your Apple Account settings. Subscriptions must be cancelled at least 24 hours before the end of the current period to avoid renewal.

Does Vantage have ads?

No, Vantage is ad-free. The application's monetization relies on optional subscriptions for advanced features.

What devices does Vantage support?

Vantage is currently supported on iPhone devices, as indicated by the platform compatibility data.

How often is Vantage updated?

The latest version of Vantage is 1.4, and it was last updated on September 23, 2026. This indicates a recent update cycle.