# Sumio vs Holistic Planning

The clearest difference is in-app purchases: Holistic Planning at none against Sumio's 3. Sumio's advantage is update cadence (every 3 weeks vs every 6 months). On price, ads, device support and iOS requirement there is nothing between them.

Both are free to download. Sumio sells 3 in-app purchases, starting at $2.99 per 7 days. Holistic Planning asks for nothing beyond the download.

Sumio ships an update every 3 weeks, Holistic Planning every 6 months. The most recent releases landed on October 15, 2026 and October 19, 2026 respectively.

## The numbers

| Metric | Sumio | Holistic Planning |
| --- | --- | --- |
| Price | Free | Free |
| Positive reviews | 77.8% of reviews | — |
| In-app purchases | Yes | **No** |
| Ads | No | No |
| Update frequency | **Every 3 weeks** | Every 6 months |
| Monetization | Free with in-app purchases | — |
| Size | 67 MB | 61 MB |
| Requires iOS | 16.0 | **15.6** |
| Devices | iPhone, iPad | **iPhone, iPad, iPod** |
| Age rating | 17+ | 4+ |
| Developer | [Fiduciary](https://appshunter.io/developer/1560198581) | [Comprehensive Wealth Management, LLC](https://appshunter.io/developer/1683146833) |

## What reviewers say

### Sumio

[App page](https://appshunter.io/ios/app/sumio-net-worth-tracker/id1560198579)

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.

**Highlights:** 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

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases (3)**

| Purchase | Price | Billing |
| --- | --- | --- |
| Weekly Access | $2.99 | per 7 days |
| Monthly Access | $4.99 | per month |
| Annual | $29.99 | per year |


### Holistic Planning

[App page](https://appshunter.io/ios/app/holistic-planning/id6447975426)

**Features:** macOS Compatibility

**In-app purchases:** none


## Frequently asked questions

### Is Sumio free?

Sumio is free to download, with in-app purchases available.

### Is Holistic Planning free?

Holistic Planning is free to download, with no in-app purchases.

### Do Sumio or Holistic Planning have ads?

Neither Sumio nor Holistic Planning shows ads.

### Which is updated more often, Sumio or Holistic Planning?

Sumio ships an update every 3 weeks, and Holistic Planning every 6 months. Most recently, Sumio was updated on October 15, 2026 and Holistic Planning on October 19, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*