全景记账 vs iAssets

全景记账帮您把股票、基金、现金、房产、固收和负债放在一起，随时看清净资产和它的变化。无需注册账号，打开就能用。 【核心功能】 • AI 助手连接（Pro） 用您自己的 AI 助手查看和分析资产、负债与收支计划。助手提出的修改会进入「待确认修改」，您在 App 里确认后才生效。 • 全局搜索 从底部搜索入口快速找到已添加的资产、收支计划和市场标的，最近点选的结果会保留。 • 资产与负债总览 支持股票、基金、黄金、现金、房产、固收、公积金等常见资产，以及房贷、信用卡等负债，统一汇总总资产、总负债和净资产，并显示本年变动。 • 收支计划自动执行 工资、房贷、生活开支、定期存入等计划到期自动记录，预测未来 12 个月的现金流和财务自由进度。 • 资产健康度与配置分析 从安全性、均衡度、波动敏感度和偿债能力给出健康度评分，查看资产分类占比和流动性。 • 投资盈亏与历史表现 按日、周、月、季、年查看股票基金的投资盈亏和标的排行，可导出 CSV。 • 多币种与汇率换算 人民币、港币、美元等多币种资产自动换算到主货币。 • iCloud 同步 可开启 iCloud 同步，换手机或重装后恢复数据。 【隐私说明】 • 数据默认保存在本机，核心功能无需注册或登录。 • 开启 iCloud 同步后，数据保存在您自己的 iCloud 中。 • 开启 AI 助手连接（Pro 功能）后，资产、负债和收支计划的副本会保存到我们的服务器，供您授权的助手读取；可随时关闭并删除服务器数据。 • 行情查询只请求公开市场价格，不上传您的持仓。 订阅 Pro 可解锁自动更新行情、资产快照、AI 助手连接等功能，价格以 App Store 页面显示为准。 Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://larryisthere.github.io/assetly-privacy-zh.html

iAssets — Clear Overview, Easy Tracking Keep stocks, crypto, savings and other investments together. See how your assets are allocated and how your returns change over time. Stocks and Dividends • Search by name or symbol across US, Hong Kong, Shanghai, Shenzhen, Beijing, Japanese, Korean, UK and over-the-counter markets • Filter search results, holdings and dividends by individual exchange or market, with clear color labels • Recognize your holdings more easily with company logos across more markets • Record buys, sells, dividends and fees, with automatic calculations for net invested, profit and loss and after-tax dividends • Stock assets reflect current holdings only; net sale proceeds remain a separate transaction statistic • Fully selling a position removes the stock and related records; existing closed-position history is not deleted automatically • See assets, total profit and loss and today's profit and loss at a glance; expand a holding for trade details and actions • Add custom stocks with a currency picker beside the price and an easy-to-reach button below • Quotes from Eastmoney, Tencent and Yahoo Finance; some market quotes may be delayed • Stock search shows prices and currency codes, with more display currencies supported Crypto Assets • Connect regular Binance accounts or lead trader accounts to view spot balances, futures positions and estimated asset values • Refresh automatically or pull to refresh, and include crypto in your total assets and allocation • Viewing only, with no trading or transfers; copy trader portfolios are not currently supported Asset Overview • Organize cash, deposits and wealth products with colorful cards; regional templates offer 401(k) / IRA, MPF or provident fund, with Property and Other Assets in the common templates • Create custom asset categories and valuation methods, rename categories, and move assets between them • See deposit rates and time remaining, or wealth-product shares and NAV, beside balances • See creation and update times clearly, with collapsible groups and drag-to-reorder • View stocks, crypto and other assets together, with support for multiple display currencies • See FX rate status and data dates; missing rates mark totals incomplete while original-currency assets remain visible Made for Everyday Use • Sync stocks, manually managed assets and settings with iCloud; view and record stocks and manual assets offline • Crypto connection details stay on your device; crypto balances and positions are not synced to iCloud • Choose Simplified Chinese, Traditional Chinese or English, light or dark themes, and your preferred gain/loss colors • Other system languages default to English; gain/loss colors start with regional defaults and remain customizable • No ads or social feed; basic features are free, with subscription and lifetime Pro options Terms of Use (Apple Standard EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/