NetWorth Pro 2 vs Sumio
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
NetWorth Pro 2
Track your financial health by monitoring your net worth. This app simplifies money management by focusing on your overall assets and liabilities, offering visual reports and goal setting without requiring constant transaction logging.
- Net worth tracking
- Customizable asset and liability categories
- Net worth goal setting
- Historical net worth visualization
- PDF net worth reports
- iCloud Drive backup and restore (Premium)
- Monthly reminders
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Net Worth Tracking: Your Financial Health Checkup See your entire financial picture at a glance. Are your finances on track? Tracking your net worth is like giving yourself a monthly grade — keeping you accountable for your spending and saving habits. Tired of money management software that forces you to log every transaction? Ever felt overwhelmed and given up using them? Manually entering and categorizing transactions isn’t the best use of your time — and gaining real insight into your monthly finances can feel tedious. Calculating your net worth simplifies everything. It brings together all aspects of your personal finances into one clear number. Add up all your assets, subtract your debts, and you’ll get a powerful snapshot of your financial health. *** Features ***: ● Easy and quick data entry ● Customizable asset and liability categories ● Personalized tags for assets and liabilities ● Monitor your total monthly assets and liabilities ● Observe individual asset or liability categories ● Set and view your net worth goal ● Visualize your net worth and its historical trend in gold ounces ● Varied charts: net worth, overall assets/liabilities, individual asset/liability category, tags ● Landscape mode for extensive chronological charts ● Pie charts contrasting net worth with assets and liabilities ● Pie chart detailing the distribution of your asset/liability categories (percentage or amount) ● Store, print, or email PDF net worth reports to iCloud drive: ● Configurable monthly net worth reports ● Net Worth History report ● Tag-specific report: include only assets and liabilities from a chosen list of tags ● Tap a chart data point for detailed information ● Compare net worth data across periods ● Yearly net worth bar chart ● Net worth reports: view, print, save to iCloud Drive or email (Premium subscription) ● iCloud Drive backup and restoration (Premium subscription) ● Monthly reminders to update your net worth ● Optional pin code protection Net Worth Pro 2 is a complimentary app, permitting the addition of one asset, liability, and custom tag. To add more Tags/Assets/Liabilities and enable the Backup/Restore feature, consider our Premium Annual subscription: Subscription Title: Premium Annual Duration: 1 Year Charges will be applied to the iTunes Account upon purchase confirmation, and the subscription will renew automatically unless canceled at least 24 hours before the current period ends. Renewal charges will be applied within 24 hours prior to the end of the current period. Users can manage subscriptions and disable auto-renewal in Account Settings post-purchase. Any unused portion of a free trial, if provided, will be forfeited upon purchasing a subscription. Terms of use: http://theblueplum.com/ios/networthpro2/terms
Sumio
This AI-powered finance app simplifies portfolio tracking and net worth management. It offers automatic calculation of key financial metrics, dynamic watchlists with real-time market updates, and intelligent tracking of gains and losses. Visualize your financial health with comprehensive allocation insights and proactive notifications.
- Automatic key metrics calculation
- Dynamic watchlist with real-time updates
- Intelligent gains & losses tracking
- Comprehensive allocation insights
- Multi-currency support
- AI assistant for insights
- Multi-device sync
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Elevate your financial journey with Sumio, the AI-powered finance app designed to simplify portfolio tracking and net worth management. Whether you're an avid investor or just starting, Sumio provides the tools you need to monitor your wealth, track your investments, and make informed financial decisions. Master Your Portfolio and Net Worth with Cutting-Edge Features: – Automatic Key Metrics Calculation: Instantly access essential financial metrics such as Net Worth, Total Assets, and Total Liabilities, all automatically calculated to give you a clear picture of your financial health. – Dynamic Watchlist: Stay on top of the market with real-time updates for stocks and crypto from U.S. and global exchanges. Your personalized watchlist ensures you're always in the loop. – Intelligent Gains & Losses Tracking: Gain insightful overviews of your portfolio's performance with a detailed analysis of market value changes over time. – Comprehensive Allocation Insights: Visualize your asset allocation with intuitive charts that illustrate the distribution of your assets and liabilities. Market Data: Receive automatic updates for stocks, ETFs, cryptocurrencies, and precious metals. Leverage our AI integration to turn market data into actionable insights. Multi-Currency: Manage finances globally with support for over 100 world currencies, complete with automatic conversions to your default currency. Projections: Use Sumio's projection models to forecast your Net Worth's evolution and make strategic financial plans. Robust Security Lock: Protect your financial data with Passcode, Face ID, or Touch ID. Your security is our priority. Custom Indicators & Categories: Tailor your financial tracking experience by creating custom indicators and categories for your assets and liabilities. Seamless Portfolio Import: Effortlessly import your stock and fund purchases using an XLSX file to get started quickly. AI Assistant for Insights: Let AI generate comprehensive summaries and insights, giving you the edge in decision-making. Multi-Device Sync: Export your data to access Sumio across all your devices, ensuring your portfolio tracker is always within reach. Proactive Notifications: Stay informed with timely alerts on market data values of stocks and crypto assets. Engaging Visualizations: Navigate your financial landscape with ease using clear, concise charts that enhance your understanding of your net worth. Customize Your Financial Journey Sumio puts you in control by allowing you to customize your financial experience. Create custom categories and indicators with their own colors and descriptions to organize your assets and liabilities. Personalize the Summary section by adding your favorite indicators, categories, and individual assets and liabilities. With support for over 100 world currencies and up-to-date exchange rates, Sumio ensures that you have accurate and relevant information at your fingertips. Private and Secure, Always Your privacy and security are our top priorities. Say goodbye to intrusive ads – Sumio's business model is based on a Premium Subscription, providing you with a seamless and ad-free experience. Join the Future of Finance Management Unlock Sumio's full potential with our Premium Subscription. Enjoy unlimited asset tracking, comprehensive market data access, and premium features like enhanced security and backup. Whether you're tracking stocks or crypto, Sumio's AI capabilities and intuitive interface empower you to manage your money like never before. Download Sumio Today Take the first step towards financial empowerment. Download Sumio today and transform the way you manage your portfolio and net worth. Have questions or need support? Reach out to us at support@sumio.app. Privacy Policy: https://www.sumio.app/privacy Terms of Use: https://www.sumio.app/terms
Screenshots
Verdict
The clearest difference is review sentiment: Sumio at 78% against NetWorth Pro 2's 56%. Sumio also leads on update cadence (every 3 weeks vs every 3 months). On price, ads, in-app purchases and monetization model there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. NetWorth Pro 2 sells 1 in-app purchase, starting at $19.99 per year and Sumio sells 3 in-app purchases, starting at $2.99 per 7 days. Whichever you choose, the download price is not the number that matters.
NetWorth Pro 2 ships an update every 3 months, Sumio every 3 weeks. The most recent releases landed on September 19, 2026 and September 7, 2026 respectively.
| Parameter | NetWorth Pro 2 | Sumio |
|---|---|---|
| Price | Free | Free |
| Rating | 4.5 (11 ratings) — better | — |
| Positive reviews | 55.6% of reviews | 77.8% of reviews — better |
| Number of ratings | 11 — better | — |
| Update frequency | Every 3 months | Every 3 weeks — better |
| Ads | No | No |
| In-app purchases | Yes | Yes |
| Monetization | Freemium | Free with in-app purchases |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 15.6 — better | 16.0 |
| Further details — not scored | ||
| Size | 27 MB | 67 MB |
| Age rating | 4+ | 17+ |
| Developer | Blue Plum Software Inc, The | Fiduciary |
Customer experience
NetWorth Pro 2
Sumio
In-app purchases
NetWorth Pro 2
- Premium Annual7 Days trial$19.991 Year
Sumio
- Weekly Access3 Days trial$2.997 Days
- Monthly Access3 Days trial$4.991 Month
- Annual3 Days trial$29.991 Year
Questions
Is NetWorth Pro 2 free?
Is Sumio free?
Do NetWorth Pro 2 or Sumio have ads?
Which is updated more often, NetWorth Pro 2 or Sumio?
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