Sumio vs Nworth

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

Nworth — Track Everything. Share Nothing. Nworth is a privacy-first net worth tracker that runs entirely on your iPhone. No account. No sign-up. No cloud. No bank or brokerage connections. Your financial data never leaves your device. See your entire financial picture in one place, and watch your net worth update in real time as markets move. TRACK YOUR FULL NET WORTH Investments — stocks, ETFs, crypto, bonds, REITs, and funds Cash and bank accounts Debts and loans — mortgage, auto, student, credit cards Real estate and property Everything rolls up into one live net worth figure You enter your data manually — no bank feeds, no OAuth, no third-party account linking, ever. LIVE MARKET DATA Automatic price updates from multiple sources for reliability Daily change, today's gain/loss, and total gain/loss per holding Cost basis and allocation calculated for you POWERFUL CHARTS Net worth and portfolio growth over time Asset allocation by type and sector Performance and gain/loss breakdowns Compare your portfolio against market benchmarks AI PORTFOLIO INSIGHTS (OPTIONAL) Get analysis of your portfolio, risk, and diversification Bring your own AI key (Claude, OpenAI, or any Model) — you stay in control CUSTOMIZE IT YOUR WAY Show, hide, and reorder columns in your holdings table Light, Dark, or System theme (auto-switches by time of day) Fast, private sign-in with Face ID or Touch ID OWN YOUR DATA Export everything as JSON or CSV, anytime Import from a backup in one tap Automatic on-device backups on your schedule (daily, weekly, monthly) Switching or resetting your phone? Export a backup first — since your data lives only on this device, we recommend saving a copy before you upgrade, reset, or reinstall Built-in "Know Your App" guide so you're never stuck PRIVACY BY DESIGN Nworth has no servers, no telemetry, and no connections to any bank, brokerage, or trading platform. There is no Plaid, no Open Banking, no OAuth — nothing. You enter your holdings manually, and they stay on your device. The only network requests Nworth ever makes are anonymous market-price lookups for the tickers you add. That's it. Track everything. Share nothing.