FolioX vs 财记Folio
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
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.
- 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
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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
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.
- Automatic price updates
- Screenshot import for holdings
- Multi-asset dashboard
- Dollar-cost averaging tracking
- Dividend record display
- Multi-currency support
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【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
Verdict
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
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.
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.
Both ship on a similar rhythm, roughly weekly. The most recent releases landed on October 31, 2026 and October 28, 2026 respectively.
| Parameter | FolioX | 财记Folio |
|---|---|---|
| Price | Free | Free |
| Rating | 4.3 (6 ratings) | 5.0 (2 ratings) — better |
| Positive reviews | 25.0% of reviews | 80.0% of reviews — better |
| Number of ratings | 6 — better | 2 |
| Update frequency | Weekly | Weekly |
| Ads | No | No |
| In-app purchases | Yes | Yes |
| Monetization | Free with in-app purchases | Free with in-app purchases |
| Devices | iPhone, iPad — better | iPhone |
| Requires iOS | 18.0 | 17.0 — better |
| Further details — not scored | ||
| Size | 15 MB | 25 MB |
| Age rating | 4+ | 4+ |
| Developer | tech sphere innovations | 沥翔 柳 |
Customer experience
FolioX
财记Folio
In-app purchases
FolioX
- FolioX Pro Monthly$1.991 Month
- FolioX Pro Monthly$3.991 Month
- FolioX Pro Quarterly$4.993 Months
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- FolioX Pro Yearly$9.991 Year
- FolioX Pro Yearly7 Days trial$24.991 Year
- FolioX Pro Lifetime$29.99
- FolioX Pro Lifetime$59.99
财记Folio
- 财记Folio 季度$3.993 Months
- 财记Folio 年付7 Days trial$7.991 Year
- 财记Folio · 永久买断$29.99









