Portfolio vs Wealthio

A simple free portfolio tracker combined with a compound interest calculator. See where your portfolio is now and discover where it might go in the future. The compound interest calculator starts with your own portfolio as the initial investment. Then you may change three parameters: * The number of years of continued investing * The expected annual return * The additional investment per month Playing with these parameters, you immediately see where your wealth might end up. Note that this app is at an early stage. It does not yet automatically update asset prices or currency exchange rates. The currency exchange rates used for handling assets in different currencies will update with updates of the app.

See your complete financial position—assets, liabilities, and net worth—in one simple multi-currency balance sheet. Wealthio is a focused personal finance app for people who want clarity without the complexity of budgeting tools or bank integrations. Add what you own, record what you owe, and see your net worth in your preferred currency. Track cash, bank accounts, investments, crypto, real estate, vehicles, mortgages, loans, and other assets or debts. Wealthio brings everything together in one calm, easy-to-understand financial snapshot. As you use Wealthio, it automatically builds a private history of your net worth. See up to 90 days of changes directly on the dashboard and inspect individual recorded values on the chart. Keep your financial information protected with optional App Lock using Face ID, Touch ID, or your device passcode. Wealthio also hides sensitive content when the app moves to the background. With Wealthio Premium, Balance Sheet Insights gives you a deeper view of how your financial position is composed and how it changes over time. KEY FEATURES • Track assets and liabilities in one place • See total assets, total liabilities, and net worth • Follow up to 90 days of net worth history • Inspect recorded values on an interactive dashboard chart • Convert your entire balance sheet into your preferred currency • Support for 20+ global currencies • Currency and crypto price updates • App Lock with Face ID, Touch ID, or device passcode • Privacy mode to hide financial totals when needed • Manual entry with no bank connection required WEALTHIO PREMIUM Upgrade to Wealthio Premium for deeper insights and additional tools to keep your financial picture current and available across your devices: • Balance Sheet Insights with net worth composition, asset allocation, largest holdings, liability composition, and currency exposure • Compare Net Worth, Assets, Liabilities, and Debt-to-Assets over time • Complete net worth history with extended time periods • Track historical Net Worth, Assets, and Liabilities • Portfolio Review to identify assets and liabilities that may need updating • Review entries one at a time, confirm values, update them, or come back later • Choose a Weekly, Monthly, Quarterly, or Never Portfolio Review cadence • Optional Portfolio Review reminders • iCloud sync across your devices • Home Screen widgets for quick access Wealthio is designed to feel clear, private, and intentional. No transaction feeds. No budgeting clutter. No bank connection required. Just a simple view of what you own, what you owe, and how your financial position changes over time. Privacy Policy: https://marcvitbr.github.io/wealthio-privacy-policy/ Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/