Net Worth by BalanceViewer vs Sumio
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Net Worth by BalanceViewer
Track your financial portfolio by updating account balances monthly. This app supports numerous currencies and investment types, providing a clear overview of your net worth without requiring sensitive data or bank linking.
- Monthly balance updates
- Supports 162 currencies
- Tracks stocks, ETFs, Mutual Funds
- Tracks 8000+ cryptocurrencies
- Anonymous tracking
- Income and expense calculation
- Cross-device synchronization
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BalanceViewer supports 162 world currencies, 8000+ cryptocurrencies, and cover all US stocks, ETFs, and Mutual Funds (more than 120 000 in total). Get control over your finances in less time by tracking only account balances on a monthly basis. Use the app anonymously, without creating an account or providing any sensitive data about yourself. =============== --HOW IT WORKS-- =============== 1. Update account balances once a month; 2. Track all your income; 3. Check your financial overview, including all your expenses*. *expenses are calculated automatically using the following formula: expenses = start balance + income for the selected period – end balance. SEE YOUR NET WORTH AT A GLANCE: BalanceViewer provides a snapshot of your financial situation at any point of time reduced to a few numbers. THE FASTEST INCOME & EXPENSES TRACKER: Forget about tracking every single transaction! Now you will only need 5 MINUTES per month! SIMPLIFY YOUR FINANCES: • View all your assets and liabilities in one place. • Custom lists let you combine accounts. • Detailed income statistics for any period of time. • Charts track individual accounts, lists and total balance histories. • Reminders ensure you will never forget to update your wealth on a regular basis. • No advertising. MULTI-CURRENCY: • Currency conversion into the currency of your choice. • Exchange rates updated daily. • 162 world currencies supported • Works worldwide. SYNCHRONIZED & SECURE: • Synchronization between devices via social networks. • Manage your data on multiple devices via Google or Facebook account. • Protect your data with Passcode, FaceID or TouchID. • No registration required. • No bank account linking. Visit us at: https://www.balanceviewer.com/ We'd love to get your feedback. To let us know about any problems, questions or suggestions, feel free to send us a message at support@balanceviewer.com. Terms and Conditions - https://www.balanceviewer.com/terms.html
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
Net Worth by BalanceViewer and Sumio are too close to call on the numbers: across 8 compared parameters — price, review sentiment, update cadence and ads among them — neither pulls far enough ahead to decide it. What separates them is feature set and interface, not measurable difference.
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. Net Worth by BalanceViewer sells 3 in-app purchases, starting at $2.99 per month 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.
Net Worth by BalanceViewer ships an update every 2 months, Sumio every 3 weeks. The most recent releases landed on October 26, 2026 and October 24, 2026 respectively.
| Parameter | Net Worth by BalanceViewer | Sumio |
|---|---|---|
| Price | Free | Free |
| Rating | 4.4 (106 ratings) — better | — |
| Positive reviews | 72.5% of reviews | 77.8% of reviews — better |
| Number of ratings | 106 — better | — |
| Update frequency | Every 2 months | Every 3 weeks — better |
| Ads | No | No |
| In-app purchases | Yes | Yes |
| Monetization | Free with in-app purchases | Free with in-app purchases |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 15.0 — better | 16.0 |
| Further details — not scored | ||
| Size | 35 MB | 67 MB |
| Age rating | 4+ | 17+ |
| Developer | Artem Lanin | Fiduciary |
Customer experience
Net Worth by BalanceViewer
Sumio
Bugs and requests
Net Worth by BalanceViewer
Reported bugs
14 issues- Data lost after phone replacement
- Cloud backup has no data
- Copy-pasting balance changes to zero
- Chart not reflecting data after phone change
- Fast reconcile crashes
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- Data doesn't transfer to new phone
- UK equities priced incorrectly
- App assumes USD for GBP assets
- Currency conversion issues
- Cannot find American Dollar
- App shows pounds instead of millions
- Amounts rounded, no cents
- No results found when entering currency
- Chart buttons not visible on smaller screens
Requested features
13 requests- iOS 26 update
- Ability to organize by asset type
- Ability to re-order accounts
- Export data option
- One-time purchase option instead of subscription
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- Add cents functionality
- Improved UK equity pricing
- Display market value for equities
- More charting and analysis options
- iCloud integration for data transfers
- Dark mode
- Advanced analytics dashboard
- Option to take photos of expenses
Sumio
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Net Worth by BalanceViewer
- Net Worth Tracker: Monthly$2.991 Month
- Net Worth Tracker: Yearly$19.991 Year
- Net Worth Tracker: Lifetime$49.99
Sumio
- Weekly Access3 Days trial$2.997 Days
- Monthly Access3 Days trial$4.991 Month
- Annual3 Days trial$29.991 Year
Questions
Is Net Worth by BalanceViewer free?
Is Sumio free?
Do Net Worth by BalanceViewer or Sumio have ads?
Which is updated more often, Net Worth by BalanceViewer or Sumio?
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