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About
Easily track your net worth by taking periodic snapshots of your assets, rather than logging every transaction. This app helps you understand your portfolio allocation, wealth growth, and financial independence probability.
✓Periodic asset snapshots
✓Screenshot import for holdings
✓Multi-currency support with locked FX
✓Underlying fund holdings analysis
✓FIRE retirement simulator
✓Privacy-first local storage
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What's New in Wert · Vantage
1.9.1
October 29, 2026
A smoother way to compare assets and take snapshots. • Improved period comparisons with contributions during the selected period. • Refined snapshot entry, number input and translations. • Bug fixes and improvements to saving and syncing.
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Subscriptions & In-App Purchases
Wert Pro Annual
Unlock all features: auto price sync, AI insights, etc
$19.991 Year
1 Month trialUser reviews
FAQ
What is Wert's primary function?
Wert is a net worth tracker designed to help users monitor their assets across various accounts, currencies, and countries. It focuses on periodic snapshots rather than detailed transaction logging to provide a clear overview of wealth growth and allocation.
How does Wert handle multi-currency tracking?
Wert locks exchange rates at the time of each snapshot, ensuring historical data remains accurate and unaffected by currency fluctuations. This allows for a true separation of asset growth from currency swings when comparing different periods.
Can Wert import my investment holdings?
Yes, Wert offers a screenshot import feature. You can take a screenshot of your broker's positions page, and the app will recognize symbols, quantities, and values to help build your accounts, even stitching together multiple scrolling screenshots.
Does Wert offer a retirement planning tool?
Wert includes a FIRE retirement simulator. Based on your real net worth, savings, and spending assumptions, it runs a Monte Carlo simulation to project the probability and timing of achieving financial independence.
What are the subscription options for Wert Pro?
Wert offers two subscription plans: Wert Pro Monthly at $4.99 per month and Wert Pro Annual at $19.99 per year. Both plans include a 1-month free trial.
How does Wert ensure user privacy?
Wert prioritizes privacy by storing assets and snapshots on your device by default. Optional iCloud or WebDAV sync transmits data to your chosen service. Sensitive data is processed according to the privacy policy, and a Privacy Mode is available to mask numbers.
On which devices can I use Wert?
Wert is available on Mac, iPhone, and iPad, allowing you to track your net worth across your Apple ecosystem. The app is designed for a seamless experience on these platforms.
How often is Wert updated?
The latest version of Wert, 1.9.1, was last updated on October 29, 2026. This indicates a commitment to ongoing development and improvements for the application.
