Comparison

AssetWise vs WorthTrail

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

Head to head
About

AssetWise

Features
Read full description

AssetWise is a powerful asset and portfolio tracker designed to help you track your net worth, investments, and personal finances in one place. Focus on what matters most your assets, wealth, and long-term financial growth. ASSET & PORTFOLIO TRACKING Manage everything you own: • Track multiple asset types in one place • Monitor your investment portfolio easily • Add cash, gold, and other assets • Simple and organized tracking system NET WORTH TRACKING Understand your financial position: • Real-time net worth overview • Clear insights into your total assets • Track financial growth over time FINANCE TRACKING Get a complete financial overview: • Built-in finance tracking tools • Optional expense tracking support • Easy daily money tracking SMART MONEY MANAGEMENT Plan and manage better: • Simple money management tools • Budget planning and tracking • Clean and minimal experience PERSONAL FINANCE MADE SIMPLE AssetWise is built for clarity and ease of use, helping you stay focused on your financial goals without unnecessary complexity. WHY ASSETWISE? • Asset and portfolio tracking in one app • Designed for long-term wealth tracking • Simple, clean, and easy to use Start tracking your assets and net worth with AssetWise today. Important Notice: AssetWise is for tracking and informational purposes only. It does not provide financial, investment, legal, or tax advice. You may purchase an auto-renewing subscription through an In-App Purchase. • Saifs AI Unlimited Weekly - 1 week ($6.99) • Saifs AI Unlimited Yearly - 12 month ($49.99) • In All the above package you will receive unlimited tokens to generation for the period mentioned above . You can use every feature of the application without restriction. • Your subscription will be charged to your iTunes account at confirmation of purchase and will automatically renew (at the duration selected) unless auto-renew is turned off at least 24 hours before the end of the current period. • Privacy policy : https://saifs.ai/terms • Terms of use ( EULA ) : https://saifs.ai/terms Contact us: info@multiplewords.com https://saifs.ai/

About

WorthTrail

Track your net worth privately by recording all assets and debts in one place. Understand your financial performance with detailed reports and historical data. Organize your holdings with custom tags and access AI agents for insights on Mac.

Highlights
  • Comprehensive net worth overview
  • Detailed P&L and return analysis
  • Customizable account organization
  • AI agents for financial insights (Mac)
  • Exportable reports and widgets
  • Privacy-focused with local data storage
Features
Read full description

WorthTrail is a private net worth tracker. Record every asset and debt in one place, without connecting a bank account. ◆ See your whole net worth • Net worth, assets, liabilities and today's change on one page • Stocks, ETFs, funds, crypto, property, deposits, cash and debts together • Every currency converted into your base currency ◆ Understand your returns • Daily, weekly, monthly and yearly P&L on one calendar • Cost basis, realized and unrealized gains, trends and drawdowns • Automatic daily records and historical prices build your history ◆ Organize it your way • Tag groups for accounts, family members, sectors, regions or strategies • Switch views without duplicating holdings • Recurring investment plans and fixed-term deposits ◆ AI agents on Mac • The Mac version runs a local MCP server for AI agents • Ask about your net worth, holdings and returns in plain words • Agents record trades only when you allow it, after you approve a preview ◆ Reports and widgets • Excel workbooks and PDF reports for analysis and archiving • Home Screen widgets keep your net worth in view ◆ Privacy first • Your data stays on your device, with an optional private iCloud backup • No bank login, no ads, no third-party analytics SDKs • Face ID or passcode lock WorthTrail is for asset recording and analysis only. It does not provide investment advice. Market data may be delayed, incomplete or inaccurate. Please refer to your actual accounts and official data. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Screenshots

AssetWise4 screens
WorthTrail4 screens

Verdict

The call

The clearest difference is ads: WorthTrail at none against AssetWise's shown. AssetWise's advantage is iOS requirement (13.0 vs 17.0). On price, in-app purchases and device support 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. AssetWise sells 2 in-app purchases, starting at $6.99 per 7 days and WorthTrail sells 3 in-app purchases, starting at $0.99 per month. Whichever you choose, the download price is not the number that matters.

Scorecard2 real differences · 8 level
AssetWise versus WorthTrail: the parameters behind the verdict, then further details
ParameterAssetWiseWorthTrail
PriceFreeFree
Rating—5.0 (9 ratings) — better
Positive reviews—95.8% of reviews
Number of ratings—9 — better
Update frequency—Daily
AdsYesNo — better
In-app purchasesYesYes
Monetization—Freemium
DevicesiPhone, iPad, iPodiPhone, iPad, Mac
Requires iOS13.0 — better17.0
Further details — not scored
Size46 MB50 MB
Age rating4+4+
DeveloperTaher Ali Badnawarwala健波 徐

In-app purchases

2 purchases

AssetWise

Subscriptions2
  • Weekly Plan$6.997 Days
  • Yearly Package$49.991 Year
3 purchases

WorthTrail

Subscriptions2
  • WorthTrail Pro Monthly$0.991 Month
  • WorthTrail Pro Annual14 Days trial$4.991 Year
One-time1
  • WorthTrail Pro Lifetime$19.99

Questions

Is AssetWise free?
AssetWise is free to download, with in-app purchases available.
Is WorthTrail free?
WorthTrail is free to download, with in-app purchases available.
Do AssetWise or WorthTrail have ads?
AssetWise shows ads; WorthTrail does not.

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