iAssets vs Catfolio
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
iAssets
Consolidate all your personal and family financial accounts, investments, and debts into a single, clear overview. Track your net worth with real-time valuations and detailed historical changes, all secured with robust privacy features.
- Consolidated account view
- Net worth tracking
- Multi-currency support
- Shared family ledgers
- Investment valuation updates
- Change history and trends
- Passcode and iCloud privacy
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Your accounts may be scattered. Your view of them doesn't have to be. iAssets brings personal and family accounts, investments and liabilities into one view, with net worth tracking and balances in multiple currencies. • Shared ledgers: invite family to view accounts and changes, with access based on permissions. • Investment valuations: update holdings using relevant market data, distinguishing confirmed quotes from data awaiting an update. • Change history: follow your assets through trends, calendar records and detailed changes. • Privacy: use passcode protection, background privacy shielding and iCloud sync. Most core features are available for free, while advanced Pro features can be unlocked through a subscription or one-time purchase. EULA:https://iassets.debuginn.com/terms/ Privacy Policy: https://iassets.debuginn.com/privacy/
Catfolio
Consolidate all your financial accounts into one clear view. Track holdings, analyze returns, and research investments with contextual data. Features include portfolio heatmaps, performance comparisons, and AI-powered research capabilities.
- Consolidated account view
- Portfolio heatmap
- Performance analysis
- Investment research
- AI-powered insights
- Local data processing
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All your accounts. One clear view. Catfolio brings holdings, returns and investment research together in a native portfolio app. See what you own, understand what changed, and learn from your own investments. YOUR PORTFOLIO AT A GLANCE • Bring supported accounts together or import your records from CSV. • Explore holdings, market value, cash, costs and daily changes. • Use the portfolio heatmap to understand allocation and performance. UNDERSTAND YOUR RETURNS • Follow performance over time and compare with benchmarks. • Review gains, losses and the contribution of individual holdings. • Browse trades, dividends, interest and cash movements. RESEARCH WITH CONTEXT • Explore price charts, company information and financial data where available. • View supported pre-market and after-hours prices and charts. • Connect your own AI service to ask questions about your portfolio and research. MADE FOR EVERYDAY USE • English, Simplified Chinese, Traditional Chinese and German, light and dark appearance, and display-currency preferences. • Portfolio records and calculations are handled on your device. CSV files are parsed locally and service credentials are stored in Keychain. • Optional remote AI services receive the questions and relevant context you send. Optional iCloud sync has separate controls for encrypted portfolio and watchlist data, preferences, and supported service credentials. EARLY-BIRD EXPERIENCE Welcome to Catfolio's first App Store release. As an early user, your feedback helps shape future improvements to usability, data coverage and analysis. During this launch phase, the app's currently available features are free to use. Third-party market-data and AI service fees are separate. This launch offer does not promise permanent free access or include future paid features. BEFORE YOU START Broker connections and research coverage depend on the provider, supported market and your account permissions. Some market-data and AI features require your own provider account or API key; third-party charges may apply. Quotes and other data may be delayed, incomplete or unavailable. Extended-hours coverage varies by security and source. Catfolio is a portfolio tracking and research tool. It does not place trades or transfer money, and its information and AI-generated content are not investment or tax advice. Check important figures against your broker's records and original sources. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Screenshots
Verdict
The clearest difference is rating: Catfolio at 5.0 against iAssets's 4.6. Catfolio also leads on monetization model (free vs freemium) and update cadence (every 4 days vs every 3 weeks). iAssets's advantage is ratings volume (5 vs 1). On price, ads, 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
Both are free to download. iAssets sells 2 in-app purchases, starting at $2.99 per year and Catfolio sells 2 in-app purchases, starting at $4.99 per month. Whichever you choose, the download price is not the number that matters.
Catfolio holds the better App Store score, 5.0 against 4.6. That said, the two scores are not equally well evidenced: iAssets has 5 ratings behind it against 1, so its average is the more settled of the two.
iAssets ships an update every 3 weeks, Catfolio every 4 days. The most recent releases landed on November 13, 2026 and November 6, 2026 respectively.
| Parameter | iAssets | Catfolio |
|---|---|---|
| Price | Free | Free |
| Rating | 4.6 (5 ratings) | 5.0 (1 ratings) — better |
| Positive reviews | 93.3% of reviews | — |
| Number of ratings | 5 — better | 1 |
| Update frequency | Every 3 weeks | Every 4 days — better |
| Ads | No | No |
| In-app purchases | Yes | Yes |
| Monetization | Freemium | Free — better |
| Devices | iPhone, iPad | iPhone, iPad |
| Requires iOS | 26.0 | 18.0 — better |
| Further details — not scored | ||
| Size | 237 MB | 79 MB |
| Age rating | 17+ | 12+ |
| Developer | 宪晖 孟 | 千 赵 |
Customer experience
iAssets
Catfolio
In-app purchases
iAssets
- iAssets Pro Annual Edition7 Days trial$2.991 Year
- iAssets Permanent Edition$9.99
Catfolio
- Catfolio Pro Monthly$4.991 Month
- Catfolio Pro Lifetime$119.00









