Comparison

Sumio vs NetWorthly

Price, ratings, monetisation and update history for both apps, side by side โ€” with what reviewers say about each.

Head to head
About

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.

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
Read full description

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: โ€“ 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. โ€“ 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. โ€“ Intelligent Gains & Losses Tracking: Gain insightful overviews of your portfolio's performance with a detailed analysis of market value changes over time. โ€“ 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 โ€“ 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

About

NetWorthly

This app helps you manage and grow your wealth with an all-in-one tracking system. Visualize your financial health with interactive charts and automatic updates across devices. Take control of your financial future with a modern and stress-free approach.

Highlights
  • All-in-one asset tracking
  • Categorize various assets
  • Automatic real-time updates
  • Interactive financial charts
  • Consolidated financial snapshot
Features
Read full description

Track, Manage, and Grow Your Net Worth Effortlessly NetWorthly is the ultimate app for individuals who want to take control of their financial future. With an intuitive design and powerful features, NetWorthly makes tracking your net worth simple, modern, and stress-free. Why Choose NetWorthly? โ€ข All-in-One Tracking: Consolidate all your assets in one place for a clear snapshot of your financial health. โ€ข Categories: Track a wide range of assets, including bank accounts, investments, real estate, and more. โ€ข Automatic Updates: Sync your financial data and watch your net worth update in real-time across all of your devices. โ€ข Interactive Charts: Visualize your financial growth over time with easy-to-read graphs and insights. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://networthly.app/privacy-policy

Screenshots

Sumio4 screens
NetWorthly4 screens

Verdict

The call

The clearest difference is review sentiment: NetWorthly at 100% against Sumio's 78%. NetWorthly also leads on iOS requirement (14.0 vs 16.0). On price, update cadence, ads and in-app purchases there is nothing between them.

Scored on Price ยท Rating ยท Positive reviews ยท Number of ratings ยท Update frequency ยท Ads ยท In-app purchases ยท Monetization ยท Best chart rank ยท Devices ยท Requires iOS

CostPrice ยท In-app purchases ยท Ads ยท Monetization

Both are free to download. Sumio sells 3 in-app purchases, starting at $2.99 per 7 days and NetWorthly sells 2 in-app purchases, starting at $1.99 per month. Whichever you choose, the download price is not the number that matters.

UpkeepUpdate frequency

Both ship on a similar rhythm, roughly every 3 weeks. The most recent releases landed on September 7, 2026 and September 9, 2026 respectively.

Scorecard2 real differences ยท 6 level
Sumio versus NetWorthly: the parameters behind the verdict, then further details
ParameterSumioNetWorthly
PriceFreeFree
Positive reviews77.8% of reviews100.0% of reviews โ€” better
Update frequencyEvery 3 weeksEvery 3 weeks
AdsNoNo
In-app purchasesYesYes
MonetizationFree with in-app purchasesFreemium
DevicesiPhone, iPadiPhone, iPad, iPod โ€” better
Requires iOS16.014.0 โ€” better
Further details โ€” not scored
Size67 MB58 MB
Age rating17+4+
DeveloperFiduciaryMarcus Wilson

Customer experience

Sumio

Written reviews9 reviews
Positive77.8%
Neutral11.1%
Negative11.1%

NetWorthly

Written reviews2 reviews
Positive100.0%
Neutral0.0%
Negative0.0%

In-app purchases

3 purchases

Sumio

Subscriptions3
  • Weekly Access3 Days trial$2.997 Days
  • Monthly Access3 Days trial$4.991 Month
  • Annual3 Days trial$29.991 Year
2 purchases

NetWorthly

Subscriptions2
  • Premium Monthly$1.991 Month
  • Premium Annual$14.991 Year

Questions

Is Sumio free?
Sumio is free to download, with in-app purchases available.
Is NetWorthly free?
NetWorthly is free to download, with in-app purchases available.
Do Sumio or NetWorthly have ads?
Neither Sumio nor NetWorthly shows ads.
Which is updated more often, Sumio or NetWorthly?
Sumio ships an update every 3 weeks, and NetWorthly every 3 weeks. Most recently, Sumio was updated on September 7, 2026 and NetWorthly on September 9, 2026.

Other comparisons