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不错的资产记录软件，一样后面能加入分红定投等功能
Response from developer
谢谢你的建议，会纳入考虑的🌹
资产追踪神器！！！强推！！！
隐私至上的资产追踪神器！无需绑定银行卡，手动录入各类资产负债，股票、基金、加密货币、房产全都支持。多币种、自定义标签、资产快照复盘、导出报表功能一应俱全，界面清爽无广告。可以完整看清个人净资产全貌，是打理全球投资组合的好帮手！
Response from developer
谢谢夸奖，我会继续改进app的🌹
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In-App Purchases
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
1.4.17
August 17, 2026
• Added manual snapshot management with one latest record kept per calendar day. • Added recoverable closed-position records. • Added editing for position-adjustment history. • Restored tag-grouped asset layouts and remembered selected tag filters. • Improved position-date validation and handling of missing average cost.
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In-App Purchases
$5.99
WorthTrail Pro
Unlimited assets, tags, PDFs and iCloud sync.
User reviews
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.