# WorthTrail - Net Worth Tracker — Asset Tags · Auto Net Worth

> Private net worth and portfolio tracker for assets, debts, and investments. (iPhone/iPad app by 健波 徐.)

- Source: https://appshunter.io/ios/app/worthtrail-net-worth-tracker/id6777620163 (this page in markdown: same URL + `.md`)
- Developer: [健波 徐](https://appshunter.io/developer/1895683359)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Rating: 5.00/5 from 2 App Store ratings · 2 written reviews indexed
- Age rating: 4+
- Requires: iOS 17.0 · 19 MB
- Languages: American English, Arabic, Bangla, Catalan, Croatian, Czech, Danish, Dutch, Finnish, French (France) and 34 more
- Released: 2026-06-14
- Data updated: 2026-08-20
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/worthtrail-net-worth-tracker/id6777620163/reviews.md

## What is WorthTrail?

WorthTrail is a private net worth and portfolio tracker for people who want a clear picture of every asset and debt without handing over bank logins.

SEE YOUR WHOLE NET WORTH
View net worth, total assets, liabilities and daily changes in one clear dashboard. Track stocks, ETFs, funds, crypto, property, private investments, custom assets, debts and short positions together.

ORGANIZE YOUR PORTFOLIO YOUR WAY
Use flexible tag groups for accounts, family members, industries, regions, strategies, goals or risk levels. Switch perspectives without duplicating holdings, understand allocation at a glance, and arrange Overview and Analysis modules around what matters to you.

UNDERSTAND RETURNS OVER TIME
Build history with automatic records and snapshots, then review daily, weekly, monthly and yearly P&L. Track cost basis, realized and unrealized returns, net worth growth, drawdowns and recovery across flexible date ranges.

TRACK GLOBAL MARKETS AND CURRENCIES
Refresh supported market prices, use historical quotes and manage custom assets. Multi-currency conversion brings USD, EUR, GBP, JPY and other currencies into one consistent view.

EXPORT EXCEL AND PDF REPORTS
Export structured Excel workbooks for deeper analysis and polished PDF reports for archiving or sharing. Widgets keep important trends close at hand.

PRIVACY BY DESIGN
Your data stays on your device by default and can sync through your private iCloud database. WorthTrail requires no bank login and includes no ads or third-party analytics SDKs. Face ID or password lock adds another layer of protection.

Flexible tag groups organize your assets, and automatic daily records build a consistent asset history.

WorthTrail is for asset recording and analysis only. It does not provide investment advice. Market data may be delayed, incomplete or inaccurate. Please refer to your actual accounts and official data.

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

## Key features

- 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

## Pricing and in-app purchases

Base price: Free.

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| WorthTrail Pro | $5.99 | one-time |


## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/worthtrail-net-worth-tracker/id6777620163/reviews.md

### 5/5 — 推荐下载

*2026-08-13*

不错的资产记录软件，一样后面能加入分红定投等功能

**Developer response:** 谢谢你的建议，会纳入考虑的🌹

### 5/5 — 资产追踪神器！！！强推！！！

*2026-07-31*

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！

**Developer response:** 谢谢夸奖，我会继续改进app的🌹

## Frequently asked questions about WorthTrail

### 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.

## Version history (last 5 releases)

### 1.4.17 — 2026-08-17

• 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.

### 1.4.16 — 2026-08-11

• Added customizable Overview and Analysis layouts.
• Added cost-basis P&L, realized and unrealized returns, and drawdown analysis.
• Added position increase and decrease actions, adjustment history, and batch closing prices.
• Redesigned asset details with value charts and clearer position metrics.
• Improved the Assets table defaults and amount-based sorting.
• Restored complete performance history from iCloud backups and improved automatic history redownloads.
• Improved historical exchange-rate boundaries and Sina HK minute-price backfills.
• Fixed drawdowns for offsetting assets, full-payoff quantities, and several historical backfill edge cases.

### 1.4.15 — 2026-08-11

• Added Multi-Dimensional Holdings to Analysis, with freely ordered tag groups and progressive portfolio comparisons.
• Redesigned the Assets table for denser information, clearer column spacing, pinned search, and smoother scrolling.
• Reorganized Appearance & Font settings.
• Added consistent pull-to-refresh across Overview and Assets, with visible quote-refresh status.
• Added animated transitions when changing earnings-calendar periods.
• Clarified performance-history deletion and historical-price limitations.
• Fixed current-day net-worth trend calculations.
• Fixed historical-performance baselines for newly added assets.
• Fixed daily changes for duplicate market assets.
• Fixed edited average costs being lost during quote refreshes.
• Fixed Sina Finance LOF search so listed-price and NAV results for the same code remain selectable.
• Reduced delays when reordering or deleting tag groups.

### 1.4.14 — 2026-08-06

• Added a cost-basis gain/loss summary to Analysis, with cost, market value, gain/loss, return, and asset or tag filtering.
• Improved Analysis interactions by keeping the period picker in place when changing calendar periods and sorting Settings currency choices by currency code.
• Fixed asset table layout when optional columns are sparse.
• Improved Yahoo Finance search to find the same ticker across supported markets and preserve the selected market's quote.

### 1.4.13 — 2026-08-03

• 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.

## Related topics

[plutonya](https://appshunter.io/ios/topics/plutonya) · [stock portfolio equity curve](https://appshunter.io/ios/topics/stock-portfolio-equity-curve)

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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 2026-08-20.*