All Assets vs Allfolio

AllAssets 是一款专为重视隐私、追求全面财富管控的专业级 APP，为您提供从日常收支到核心大类资产的闭环管理方案。 1、记账与资产无缝联动：彻底打通收支与资产的壁垒。日常的消费、收入与账户内转账将自动更新对应资产的余额，实现“现金流”与“净资产”的实时同步，让记账与理财融为一体，告别繁琐的手工对账。 2、多维深度全景图：支持按账户（银行、券商等）、按类型（股票、基金、固收等）、按自定义标签（避险、高风险等）进行穿透式分析。兼持融资管理与负债抵扣，资产构成与仓位分布一目了然。 3、实时全汇率换算：支持主流法币及加密数字货币自动同步，实时拉取市场汇率。无论您的资产分布在全球何处，都能顺滑自动折算为本币估值，实现跨市场财富的无缝衔接。 4、历史快照与趋势追踪：系统每日自动记录您的财富快照，生成精准的净资产变动与增长趋势曲线，帮助您从全局视角复盘长期的财富进阶之路。 5、本地存储与极致隐私：拒绝数据裸奔。您的所有账单与资产数据完全加密存储于您的设备本地，并支持无缝备份至您指定的私有云（如 WebDAV）。配合生物识别锁定（Face ID/Touch ID），您的财富隐私仅归您个人所有。

Allfolio is a private portfolio and bookkeeping tracker for people managing multiple brokers, accounts, assets and currencies. Link every trade to a cash account so holdings, cost basis, realized and unrealized P&L, cash flow and net worth always add up. Use Allfolio to build a clear picture of your finances: - See stocks, ETFs, funds, crypto, cash, property and custom assets across accounts and currencies - Link buys and sells to cash accounts so balances update with each trade - Record dividends, edit or delete individual transactions, and recalculate holdings and returns - Review net worth, allocation, cost basis, realized and unrealized P&L, and returns against index benchmarks - Manage income, expenses, transfers and recurring plans in the same ledger - Import trades from screenshots with optional AI recognition - Keep records on your device by default, with optional sync through your own private iCloud account Allfolio does not require a developer-operated account. Core records stay on your device unless you choose iCloud sync, and AI features are optional. Usage statistics help us understand onboarding and subscription problems without including portfolio or transaction contents. Sharing stays off until you explicitly choose to share at first launch. You can change this choice on the subscription screen or in Settings without affecting features or prices. Subscription Starting with version 1.1.2, all users, including users who installed earlier versions, need an active Allfolio Pro subscription (yearly or monthly) or trial to continue using the app. Eligible Apple Accounts can start a 14-day free trial. Your existing portfolio and transaction records are retained when you update or a subscription expires. Payment is charged to your Apple Account when the trial ends. The subscription renews automatically at the price shown in the app unless auto-renew is turned off at least 24 hours before the end of the current period. You can manage or cancel anytime in your App Store account settings. Allfolio was previously called Astrolabe. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://ogerhsou.github.io/astrolabe-portfolio-support/privacy.html