Personal Investment Tracker

Personal Investment Tracker

Track Portfolio & Net Worth

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Free
In-App Purchases

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Details

  • Released
  • Updated
  • March 19, 2026
  • September 7, 2026

Features

Personal Investment Tracker screenshot #1 for iPhone
Personal Investment Tracker screenshot #2 for iPhone
Personal Investment Tracker screenshot #3 for iPhone
Personal Investment Tracker screenshot #4 for iPhone
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About

Track your bank deposits, interest income, and maturity schedules in one simple app — completely offline and private. Track Portfolio & Net Worth replaces the spreadsheets you use to monitor fixed deposits, savings accounts, and interest earnings. No account required. No cloud. Your data stays on your device. KEY FEATURES - Track fixed deposits and savings accounts across multiple banks - Calculate monthly interest and total interest at maturity - 12-month forecast timeline for upcoming interest and maturity dates - Withdrawal simulation with clawback calculation - Multi-currency support (USD, EUR, KHR, and more) - Organize deposits into portfolios (Personal, Family, Business) - Dashboard with net worth, capital balance, and monthly income overview - "This Month" section showing expected and received interest PRO FEATURES (one-time $9.99 purchase) - Unlimited portfolios and deposits - Interest payout and maturity reminders (local notifications) - Monthly income summary notifications - Clawback warnings for early withdrawal - Data export: CSV, Excel (XLSX), and PDF reports - Backup & restore with iCloud Drive sync - Bank exposure report with concentration analysis - Portfolio customization: icons, colors, and emoji BUILT FOR PRIVACY - 100% offline — works without internet - No account, no sign-up, no tracking - All data stored locally on your device - No ads, no analytics Perfect for anyone managing fixed deposits, term deposits, or savings across multiple banks. Know exactly how much interest you're earning and when your deposits mature.
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What's New in Personal Investment Tracker

1.9.0

September 7, 2026

WHAT A PROPERTY EARNS, AND WHAT IT COSTS RENT ON WHAT YOU LET OUT - Record the rent an asset pays — a flat, a room, a plot of land — on the cadence it actually falls due: monthly, quarterly or yearly. Each period is recorded on its own as it comes round. - Rent counts towards your monthly income, beside the interest your deposits pay. It deliberately does not raise what the asset is worth: rent is income the thing threw off, not a change in its value — the same reason interest does not raise a deposit's principal. - The rent section shows what it comes to per month, the gross yield against what the asset is worth today, and how much has come in so far. - Open the app after a fortnight away and every period missed is recorded at once, rather than skipped. WHAT OWNING IT COSTS - Property tax, road tax, insurance, upkeep — a recurring cost on an asset, or a fee on an account, on the same cadences. - Each period comes off what the asset is worth and stays in its history, so stopping a cost never rewrites what has already been charged. - Sell or archive something and it stops accruing, costs and rent alike. CHANGING A VALUE NOW LEAVES A TRAIL - Editing what an asset is worth records a dated revaluation instead of quietly overwriting the figure you first entered. The form opens on what the thing is worth today — the number you actually meant to change. Everything stays on your device, offline, as always.

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Subscriptions & In-App Purchases

$9.99

ZenTreasury Pro

Unlimited portfolios, deposits, notifications

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