Wealthio vs Net Worth Tracker & Analytics

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. 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 additional tools to keep your financial picture current and available across your devices: • 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/

Monitor every aspect of your financial portfolio with support for a wide array of asset types - Investments: Stocks, ETFs, Crypto, Funds, Trusts - Properties: Real Estate, Vehicles, Art, Collectibles, Antiques - Valuables: Jewelry, Precious Metals, Cash, Debit Cards - Liabilities: Credit Cards, Mortgages, Student Loans, Taxes - Each asset type features intuitive icons and easy categorization for instant recognition. Global Currency Support Choose from over 160 world currencies as your base currency with automatic conversion. Track assets in different currencies and see unified totals - perfect for international investors and global wealth management. Real-Time Market Data for - 66,000+ stocks worldwide - 14,300+ cryptocurrencies - 13,100+ ETFs - 4,200+ trusts - 2,200+ funds - 160+ currencies Prices update multiple times daily with historical data cached per day for accurate portfolio tracking over time, and support to switch base currency later. Advanced Analytics & Insights - Comprehensive statistics dashboard featuring: - Current net worth, total assets, and liabilities - Flexible time breakdowns (daily/weekly/monthly/yearly) - Interactive line charts with multiple views: - Navigate any date range with smooth pagination to analyze your wealth journey. - Individual asset performance - Currency distribution analysis - Category and type breakdowns - Custom tag-based grouping Smart Organization - Organize your portfolio with: - Custom tags for flexible asset grouping - Detailed notes and change history - Archive functionality (preserves history, stops future calculations) - Complete deletion (overwrites history) Privacy-First Design - 100% local storage, no registration or account required - Your data is not sold to third parties - Export/import functionality for easy backup and external analysis in JSON format Perfect for investors, savers, and anyone serious about tracking their financial progress. This powerful finance tracker and money calculator works as your personal worth tracker, whether you're managing a simple portfolio or complex international assets. This money tracker provides the tools you need to understand and grow your wealth.