# Vantage: Portfolio Dashboard — Asset Balance & Networth

> Private net worth tracker for cash, investments, property, and crypto. (iPhone/iPad app by George Timms.)

- Source: https://appshunter.io/ios/app/vantage-portfolio-dashboard/id6801780511 (this page in markdown: same URL + `.md`)
- Developer: [George Timms](https://appshunter.io/developer/1704980224)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 26.0 · 14 MB
- Languages: American English
- Released: 2026-08-31
- Data updated: 2026-09-24
- Monetization: freemium
- User reviews in markdown: https://appshunter.io/ios/app/vantage-portfolio-dashboard/id6801780511/reviews.md

## What is Vantage?

Track your net worth — cash, investments, property, crypto, anything you own or owe — in one clean, private dashboard.

Add accounts your way: enter balances by hand, or import a whole spreadsheet at once with CSV. One row per account, done in a couple of taps.

Connect a UK bank through Open Banking to keep balances up to date automatically, link Trading 212 with an API key you issue yourself, or track crypto through Coinbase and public wallet addresses. Every connection is read-only — Vantage can see balances, and can never move money.

See your total trend over time, broken down by category, from a week to all-time. Set a net worth goal and watch your progress from the Dashboard or a Home Screen widget. Get an optional notification showing how your net worth has changed.

Export everything back out as CSV whenever you like — your data stays yours.

SUBSCRIPTIONS
Vantage is free to use for up to three hand-added accounts, one live connection and one Home Screen widget. Vantage Plus and Vantage Pro are optional auto-renewable subscriptions, offered monthly or annually, that remove those limits and unlock the rest of the app. Prices are shown in the app before you buy. Payment is charged to your Apple Account at confirmation of purchase, and a subscription renews automatically unless it is cancelled at least 24 hours before the end of the current period. You can manage or cancel a subscription at any time in your Apple Account settings.

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://vantage-api-gt.fly.dev/privacy

## Key features

- 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

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Vantage Pro | $9.99 | per month |
| Vantage Pro | $59.99 | per year |
| Vantage Plus | $2.99 | per month |
| Vantage Plus | $24.99 | per year |


## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/vantage-portfolio-dashboard/id6801780511/reviews.md

### 5/5 — It’s made me even more money💰

*2026-09-22*

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

## Frequently asked questions about Vantage

### 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.

## Version history (last 5 releases)

### 1.4 — 2026-09-23

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

### 1.3 — 2026-09-22

The net worth chart now marks estimated days clearly.

### 1.2 — 2026-09-08

This update adds a new Holdings view that shows exactly what you own across all your accounts, display currency support, flexible daily/weekly/monthly notifications, automatic ISA contribution tracking, and staked crypto detection

### 1.1 — 2026-09-05

New widget and notification systems alongside full support for tracking cryptocurrency.

### 1.0 — 2026-08-31

No release notes.

## More apps by George Timms

- [Coco's Adventure](https://appshunter.io/ios/app/cocos-adventure/id6464393605)
- [AquaRush: Sea Survival](https://appshunter.io/ios/app/aquarush-sea-survival/id6473044436)
- [ColorSum Puzzle](https://appshunter.io/ios/app/colorsum-puzzle/id6476049080)
- [Castle run: Sword Master](https://appshunter.io/ios/app/castle-run-sword-master/id6499447306)
- [Pungo TD](https://appshunter.io/ios/app/pungo-td/id6740081302)
- [Payroll Dice](https://appshunter.io/ios/app/payroll-dice/id6760189922)

All apps by George Timms: https://appshunter.io/developer/1704980224

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*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 2026-09-24.*
