# Wealth Navigator 财富领航 — Your family wealth manager

> Private family wealth manager consolidating investments from multiple platforms. (iPhone/iPad app by 培林 柴.)

- Source: https://appshunter.io/ios/app/wealth-navigator/id6771271431 (this page in markdown: same URL + `.md`)
- Developer: [培林 柴](https://appshunter.io/developer/1888184923)
- Category: Finance
- Price: $2.99
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 17.0 · 44 MB
- Languages: Chinese (Simplified, China), Chinese (Traditional, Taiwan), American English
- Released: 2026-05-30
- Data updated: 2026-10-17
- Monetization: paid

## What is Wealth Navigator 财富领航?

Wealth Navigator is a privacy-first personal and family asset management app that brings your investments from banks, brokerages, funds, Alipay, WeChat, precious-metals platforms, and other investing apps into one ledger, so you can clearly see your holdings value, return changes, asset allocation, and family overview.

Core capabilities:

Privacy first, local by default
Your asset details stay on your device by default. When you turn on sync, your data goes into your own private iCloud space and your iCloud Family Sharing space — never to servers operated by Wealth Navigator. Screenshot recognition, holding entry, and return viewing are all designed around uploading less, exposing less, and staying in control.

Family wealth sharing
Use iCloud Family Sharing to view a family asset overview, shared holdings, and collaboration status. You can bring assets that suit joint management into the family view while keeping personal assets private, so family finances stay collaborative but bounded.

Bring investments from every app together
Import assets from different platforms by screenshot recognition, search, or manual entry, and organize them on one holdings page. The app summarizes current market value, yesterday's return, holding profit, return rate, and asset category, so you can see the whole picture from a single entry point.

Supports many asset types
Currently supported: bank wealth management products, A-shares, Hong Kong stocks, U.S. stocks, equity and hybrid funds, index funds and ETFs, overseas and QDII funds, U.S.-stock funds, AI-themed funds, bond funds, FOF and pension funds, REITs, currency and cash, personal pensions, insurance coverage, gold, silver, platinum, crypto assets, and custom assets. Precious metals can be recorded by weight, purity, accumulation channel, and physical form — suitable for savings gold, investment gold bars, silver bars, and similar use cases.

You can use Wealth Navigator to:
- Consolidate holdings and returns from different investing apps
- View total assets, yesterday's return, holding profit, and asset allocation
- Import fund and brokerage holdings pages quickly via screenshot recognition
- Record precious metals, cash, insurance, pensions, and custom assets manually
- Build a family asset view and share assets suited to joint management
- Sync your local ledger across your own devices with iCloud

Wealth Navigator does not provide trading services for securities, funds, insurance, or crypto assets, and does not constitute investment advice. Always rely on the relevant financial institution, trading platform, or official statement for your asset data.

## Key features

- Consolidate investments from multiple apps
- Track holdings, returns, and asset allocation
- Privacy-first, local data storage
- Family wealth sharing via iCloud
- Screenshot recognition for import
- Supports diverse asset types including crypto and precious metals

## Is Wealth Navigator 财富领航 safe?

Not enough ratings yet to assess Wealth Navigator 财富领航.

## Is Wealth Navigator 财富领航 legit?

Wealth Navigator 财富领航 has limited verification signals. The AppsHunter Legitimacy Score for Wealth Navigator 财富领航 is 58 out of 100 points across 7 verification signals from App Store and developer data.


## Frequently asked questions about Wealth Navigator 财富领航

### What is Wealth Navigator?

Wealth Navigator is a privacy-first personal and family asset management app. It consolidates your investments from various financial platforms into a single ledger to provide a clear overview of your holdings, returns, and asset allocation.

### How does Wealth Navigator protect my privacy?

Wealth Navigator is privacy-first and local by default, meaning your asset details stay on your device. When sync is enabled, data is stored in your private iCloud space, not on the developer's servers.

### Can I share my wealth information with family?

Yes, Wealth Navigator supports family wealth sharing through iCloud Family Sharing. You can create a family asset overview and share specific holdings for collaborative management while keeping personal assets private.

### What types of assets can I track with Wealth Navigator?

Wealth Navigator supports a wide range of assets including bank products, stocks (A-shares, Hong Kong, US), various funds (equity, index, bond, QDII), crypto, precious metals, insurance, pensions, and custom assets.

### How much does Wealth Navigator cost?

Wealth Navigator is a paid app, available for $2.99. It does not have in-app purchases or advertisements.

### Does Wealth Navigator offer investment advice or trading services?

No, Wealth Navigator does not provide trading services or investment advice. It is solely a tool for tracking and managing your existing assets.

### What devices is Wealth Navigator available on?

Wealth Navigator is available on Apple Watch, iPhone, and iPad.

### How often is Wealth Navigator updated?

The latest version of Wealth Navigator is 1.1.3, and it was last updated on October 12, 2026. This indicates a recent update, suggesting ongoing development and support.

## Version history (last 5 releases)

### 1.1.3 — 2026-10-12

Multilingual support; now supports A-shares, Hong Kong stocks, and US stocks.

### 1.1.2 — 2026-10-11

Fixes for known issues

### 1.1.1 — 2026-10-05

优化截图上传持仓功能

### 1.1.0 — 2026-10-03

接入银行理财产品；
修复存量问题。

### 1.0.10 — 2026-09-20

修复存量问题

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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 2026-10-17.*