# Wert · Vantage — Local-first net worth tracker

> Local-first net worth tracker for assets across accounts, currencies, and countries. (iPhone/iPad app by Shanghai Interface Future Technology Co., Ltd..)

- Source: https://appshunter.io/ios/app/wert-vantage/id6764336469 (this page in markdown: same URL + `.md`)
- Developer: [Shanghai Interface Future Technology Co., Ltd.](https://appshunter.io/developer/1895576493)
- Category: Finance, Utilities
- Price: Free with in-app purchases
- Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed
- Age rating: 9+
- Requires: iOS 18.0 · 178 MB
- Languages: American English, Chinese (Simplified, China), Chinese (Traditional, Taiwan)
- Released: 2026-07-01
- Data updated: 2026-09-11
- Monetization: freemium
- User reviews in markdown: https://appshunter.io/ios/app/wert-vantage/id6764336469/reviews.md

## What is Wert · Vantage?

Wert is a net worth tracker for people whose assets are spread across accounts, currencies, and countries.

We believe managing wealth shouldn't mean logging every transaction. With Wert, you simply take a periodic "snapshot" of everything you own — and instantly see your true net worth, how your portfolio is allocated, and how your wealth grows over time.

WHY WERT

• Snapshot, don't bookkeep
Skip the tedious expense log. A full review takes minutes: Wert pre-fills your last snapshot and live exchange rates, auto-depreciates fixed assets, and auto-amortizes loans. You just confirm what changed.

• AI screenshot import
Don't type holdings one by one. Screenshot the positions page from your broker or fund app, and Wert recognizes each symbol, quantity, and value for you to review — then builds your accounts in a tap. Multiple scrolling screenshots are stitched and deduplicated automatically. Recognition runs on-device; your screenshots never leave your phone.

• Multi-currency, locked FX, true attribution
Every snapshot locks that day's exchange rate, so your history never drifts. When you compare two snapshots, Wert separates real asset growth from currency swings — so you finally know whether you actually grew richer, or it was just FX.

• Look through your funds
What do your funds and ETFs actually hold? Wert looks through to the underlying holdings, separating what you hold directly from what's nested inside funds, so you can see your true exposure by sector and region.

• Switch display currency in one tap
View everything in CNY, USD, HKD, EUR, JPY, or SGD. Historical snapshots convert at their locked rates, so the numbers stay honest no matter which currency you read them in.

• Automatic market quotes
A-shares, Hong Kong and US stocks, on-exchange funds/ETFs, and major cryptocurrencies — type a name or ticker, pick it, and the quote and currency fill in automatically.

• FIRE retirement simulator
Based on your real net worth and your savings and spending assumptions, Wert runs a Monte Carlo simulation to project the probability and timing of financial independence.

• Privacy first — your data is yours
Your assets and snapshots live only on your device and are never uploaded. Privacy Mode masks every number in one tap, and you can sync over WebDAV or export your data anytime.

Download Wert and see your wealth clearly.

## Key features

- Periodic asset snapshots
- Multi-currency tracking with locked FX rates
- Automatic market quotes for stocks and crypto
- FIRE retirement simulator
- Privacy-focused local data storage
- WebDAV sync and data export

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Wert Pro Monthly | $4.99 | per month |
| Wert Pro Annual | $29.99 | per year |

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| Pro Lifetime Founding | $99.99 | one-time |


## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/wert-vantage/id6764336469/reviews.md

### 5/5 — nice

*2026-07-02*

nice！

## Frequently asked questions about Wert · Vantage

### What is Wert's primary function?

Wert is a net worth tracker that allows you to monitor your assets across various accounts, currencies, and countries. It focuses on periodic snapshots rather than detailed transaction logging to provide a clear view of your wealth.

### How does Wert handle different currencies?

Wert locks exchange rates at the time of each snapshot, ensuring that historical data remains accurate and unaffected by currency fluctuations. You can easily switch display currencies while maintaining data integrity.

### Does Wert offer any retirement planning tools?

Yes, Wert includes a FIRE retirement simulator. Based on your net worth, savings, and spending assumptions, it runs Monte Carlo simulations to project the probability and timing of achieving financial independence.

### Is my financial data secure with Wert?

Wert prioritizes privacy by storing all your asset and snapshot data locally on your device. It is never uploaded to servers, and you can use Privacy Mode to mask numbers or export your data.

### What are the subscription options for Wert Pro?

Wert Pro offers monthly and annual plans, both starting with a 1-month free trial. The monthly plan costs $4.99, and the annual plan is $29.99.

### What types of assets can I track with Wert?

Wert supports tracking a wide range of assets, including A-shares, Hong Kong and US stocks, on-exchange funds/ETFs, major cryptocurrencies, and fixed assets. It also accounts for loans.

### How often is Wert updated?

The latest version of Wert was released on July 7, 2026, indicating recent development activity. This suggests the app is actively maintained and improved.

### What devices is Wert available on?

Wert is designed for Apple devices, specifically supporting iPhones and iPads, allowing users to track their finances on the go.

## Version history (last 5 releases)

### 1.7.0 — 2026-09-09

• Taiwan and Japan quotes: stocks and ETFs listed on Taiwan's main board and OTC market and on the Tokyo exchange — type a name or ticker to autofill
• Singapore, Australia and Canada quotes: stocks and ETFs listed on SGX, ASX and the Toronto exchange, with the same instant lookup
• Precious metals: gold, silver, platinum and palladium, priced per gram or per troy ounce — enter bars and accumulation plans in grams
• US mutual funds: enter a ticker and the latest NAV fills in, for 20,000+ funds
• New base currencies: view your net worth in New Taiwan Dollar, Australian Dollar or Canadian Dollar
• App Lock: require Face ID or your device passcode when opening Wert
• Interest-only liabilities: for loans where you only pay interest, the principal carries over at each snapshot with a reminder at maturity
• Abbreviated amounts can be turned off: see full figures instead of "1.2B" when checking large balances
• Fixed the asset form's bottom bar bouncing when the keyboard closes, and the numeric keypad covering it

### 1.6.0 — 2026-09-03

What's new:
• App Lock: require Face ID / Touch ID or your device passcode when returning to the app (Settings → Privacy)
• Interest-only liabilities: principal stays unchanged during the term and is repaid at maturity — covers stock pledges, business loans and more
• Amount abbreviation toggle: switch large balances to full-precision display for exact snapshot reviews
• Better on iPad: more readable wide-screen lists, pointer hover feedback, and side-by-side charts in holdings look-through
• Polished dark-mode selection and button states, plus many interface refinements
• Wert comes to the Mac: native windows and menu bar — ⌘N to snap, dedicated Settings and Assets windows, and desktop widgets

### 1.5.1 — 2026-08-30

What's New:
• Fixed content unfolding from a corner when first swiping to History or Analysis

### 1.5.0 — 2026-08-30

What's new:

• Historical data import: bring years of net-worth history from CSV/Excel exports or the official template — columns are detected automatically, missing FX rates filled in, and everything is reviewed before a one-tap batch import (undo anytime)
• Total-only records welcome: old entries with just a total now join your trend chart, clearly labeled across the dashboard and comparisons
• Limited-time offers: the app now brings you occasional member perks — the first one launches with this update
• Fixed: the full-width decimal separator from the Chinese keyboard is now accepted when entering FX rates manually

### 1.4.0 — 2026-08-22

What's New
• Home Screen & Lock Screen widgets: your net worth, change since your last snapshot, and 12-month trend at a glance — automatically masked in privacy mode
• All-new sidebar layout on iPad, with keyboard shortcuts
• New iCloud sync switch: pause or resume syncing across devices anytime — your local data always stays put
• Preview your data exports before sharing
• Interface polish and bug fixes

---

*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 2026-09-11.*