Comparison

FolioX vs 财记Folio

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head
About

FolioX

Track stocks, crypto, and ETFs across multiple global markets with this privacy-focused portfolio manager. It offers real-time data, multi-account management, and AI-powered import, all stored locally on your device.

Highlights
  • Stocks, crypto, and ETF tracking
  • 5 global markets supported
  • Local data storage for privacy
  • Multi-account management
  • AI-powered screenshot import
  • Real-time and delayed market data
  • iOS widgets for home screen
Features
Read full description

The all-in-one portfolio tracker for stocks, crypto, and ETFs across 5 global markets. Track your holdings, P&L, dividends, and net worth — all with complete privacy. No brokerage linking, no account required, no data leaves your device. YOUR PORTFOLIO, YOUR PRIVACY FolioX stores everything locally on your device. We never collect, upload, or share your portfolio data. Open the app and start tracking — no sign-up needed. 5 MARKETS, 1 DASHBOARD • US Stocks (NYSE, NASDAQ) • China A-Shares (SSE, SZSE) • Hong Kong Stocks (HKEX) • Japan Stocks (TSE) • Cryptocurrencies (BTC, ETH, SOL, and 10,000+ coins) SMART DASHBOARD • Total portfolio value across all accounts • Daily and total P&L at a glance • Asset allocation breakdown with interactive charts • Multi-currency auto-conversion (USD, CNY, JPY, HKD, EUR, GBP) MULTI-ACCOUNT MANAGEMENT • Create separate accounts for each broker or exchange • Group holdings by account, asset type, or market • Track cost basis and unrealized gains per holding • Import holdings from screenshots with AI iOS WIDGETS • See total assets and daily P&L right on your Home Screen • Small and medium widget sizes REAL-TIME MARKET DATA • Live quotes for US stocks and crypto • 15-minute delayed quotes for other markets • Automatic currency conversion at live exchange rates FOLIOX PRO • iCloud sync across iPhone, iPad, and Mac • Unlimited holdings • Ad-free experience SUBSCRIPTION TERMS • Payment will be charged to your Apple ID account at confirmation of purchase • Subscription automatically renews unless auto-renew is turned off at least 24 hours before the end of the current period • Account will be charged for renewal within 24 hours prior to the end of the current period • Subscriptions may be managed and auto-renewal may be turned off in your Account Settings after purchase Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://getfoliox.com/privacy

About

财记Folio

Manage diverse assets like stocks, funds, and crypto in one place. Automates price updates and imports holdings via screenshots, simplifying tracking and investment analysis.

Highlights
  • Automatic price updates
  • Screenshot import for holdings
  • Multi-asset dashboard
  • Dollar-cost averaging tracking
  • Dividend record display
  • Multi-currency support
Features
Read full description

【为什么选择财记】 ◎ 价格自动更新:打开即是最新行情与净值,市值一眼看清,不用一个个去查价。 ◎ 截图导入,告别手抄:把券商、基金 App 的持仓页截图拖进来,自动识别代码、名称、数量、成本;交易记录也支持截图导入,自动识别买卖方向、价格与日期。 ◎ 多资产一屏看完:A股、港股、美股、德股、英股、基金、黄金、现金、资产统一管理。 ◎ 定投记账:自己设定频率与金额,到期自动提醒并记账,不再漏单,成本曲线一目了然。 ◎ 分红记录:A股 / 美股 / 基金分红自动拉取与展示。 ◎ 多币种支持:选择主币种,汇率自动换算。 【适合谁用】 - 同时持有股票、基金、黄金等多类资产,想用一个 App 看全的人 - 受够了复杂记账软件、只想记录重要资产的人 - 习惯定投、希望把每一笔都记清楚的人 - 在意隐私、不愿把资产数据交给云端的人 【关于隐私】 不上传你的资产数据,一切只在你的设备与你的 iCloud 之间。 个人资产记账工具,不提供任何投资建议、交易撮合或收益预测。 使用条款(EULA):https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Screenshots

FolioX4 screens
财记Folio4 screens

Verdict

The call

The clearest difference is review sentiment: 财记Folio at 80% against FolioX's 25%. 财记Folio also leads on rating (5.0 vs 4.3). FolioX's advantage is ratings volume (6 vs 2). On price, update cadence, ads and in-app purchases there is nothing between them.

Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS

CostPrice · In-app purchases · Ads · Monetization

Both are free to download. FolioX sells 7 in-app purchases, starting at $1.99 per month and 财记Folio sells 3 in-app purchases, starting at $3.99 per 3 months. Whichever you choose, the download price is not the number that matters.

ReceptionRating · Positive reviews · Number of ratings

财记Folio holds the better App Store score, 5.0 against 4.3. Both are backed by a comparable volume of ratings — 6 and 2 respectively. Written reviews point the same way: 25% of FolioX's written reviews are positive against 80% of 财记Folio's.

UpkeepUpdate frequency

Both ship on a similar rhythm, roughly weekly. The most recent releases landed on October 31, 2026 and October 28, 2026 respectively.

Scorecard3 real differences · 7 level
FolioX versus 财记Folio: the parameters behind the verdict, then further details
ParameterFolioX财记Folio
PriceFreeFree
Rating4.3 (6 ratings)5.0 (2 ratings) — better
Positive reviews25.0% of reviews80.0% of reviews — better
Number of ratings6 — better2
Update frequencyWeeklyWeekly
AdsNoNo
In-app purchasesYesYes
MonetizationFree with in-app purchasesFree with in-app purchases
DevicesiPhone, iPad — betteriPhone
Requires iOS18.017.0 — better
Further details — not scored
Size15 MB25 MB
Age rating4+4+
Developertech sphere innovations沥翔 柳

Customer experience

FolioX

All ratings6 ratings
Positive83.3%
Neutral0.0%
Negative16.7%
Written reviews8 reviews
Positive25.0%
Neutral25.0%
Negative50.0%

财记Folio

All ratings2 ratings
Positive100.0%
Neutral0.0%
Negative0.0%
Written reviews10 reviews
Positive80.0%
Neutral0.0%
Negative20.0%

In-app purchases

7 purchases

FolioX

Subscriptions5
  • FolioX Pro Monthly$1.991 Month
  • FolioX Pro Monthly$3.991 Month
  • FolioX Pro Quarterly$4.993 Months
Show 2 more
  • FolioX Pro Yearly$9.991 Year
  • FolioX Pro Yearly7 Days trial$24.991 Year
One-time2
  • FolioX Pro Lifetime$29.99
  • FolioX Pro Lifetime$59.99
3 purchases

财记Folio

Subscriptions2
  • 财记Folio 季度$3.993 Months
  • 财记Folio 年付7 Days trial$7.991 Year
One-time1
  • 财记Folio · 永久买断$29.99

Questions

Is FolioX free?
FolioX is free to download, with in-app purchases available.
Is 财记Folio free?
财记Folio is free to download, with in-app purchases available.
Which has better reviews, FolioX or 财记Folio?
财记Folio is rated higher. FolioX averages 4.3 out of 5 from 6 ratings, while 财记Folio averages 5.0 from 2 ratings.
Do FolioX or 财记Folio have ads?
Neither FolioX nor 财记Folio shows ads.
Which is updated more often, FolioX or 财记Folio?
FolioX ships an update weekly, and 财记Folio weekly. Most recently, FolioX was updated on October 31, 2026 and 财记Folio on October 28, 2026.

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