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About
Track your net worth and investments privately without sharing bank login details. Organize assets and debts, monitor portfolio performance over time, and generate detailed reports. All your financial data stays on your device by default.
✓Private net worth and portfolio tracking
✓Track stocks, ETFs, crypto, property, and debts
✓Organize holdings with flexible tag groups
✓Monitor daily, weekly, monthly, and yearly P&L
✓Multi-currency support
✓Export Excel and PDF reports
✓On-device data storage with iCloud sync option
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What's New in WorthTrail
1.4.13
August 3, 2026
• Redesigned Assets with compact table and allocation views, custom columns, multi-select, search, and flexible tag filters. • Added a dedicated Analysis page for net worth trends, the P&L calendar, and asset or tag performance. • Added a net worth trend chart to Overview and unified performance history and range controls. • Improved quote and chart responsiveness, and fixed sorting alignment, tag selection, and month-to-date baselines.
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In-App Purchases
$5.99
WorthTrail Pro
Unlimited assets, tags, PDFs and iCloud sync.
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FAQ
What is WorthTrail?
WorthTrail is a private net worth and portfolio tracker that allows you to monitor all your assets and debts without needing to link bank accounts. It provides a clear overview of your financial standing and investment performance.
Does WorthTrail require bank logins?
No, WorthTrail is designed with privacy in mind and does not require any bank logins. Your financial data is kept private and stored on your device by default.
What types of assets can I track with WorthTrail?
You can track a wide range of assets including stocks, ETFs, funds, cryptocurrency, property, private investments, custom assets, and various types of debts.
Can I see how my investments are performing over time?
Yes, WorthTrail allows you to build historical data with snapshots and review daily, weekly, monthly, and yearly Profit & Loss (P&L). You can follow net worth trends and portfolio growth across flexible date ranges.
Does WorthTrail support multiple currencies?
Yes, WorthTrail supports multi-currency conversion, allowing you to view assets in USD, EUR, GBP, JPY, and other currencies in a consistent view.
Can I export my financial data from WorthTrail?
Absolutely. WorthTrail allows you to export structured Excel workbooks for deeper analysis and polished PDF reports for archiving or sharing.
Is WorthTrail available on multiple devices?
WorthTrail is available for iPhone and iPad, ensuring you can manage your finances across your Apple devices.
Does WorthTrail have ads?
No, WorthTrail does not contain any advertisements. The app is designed to provide a clean and uninterrupted user experience.