松鼠分析账本 vs Wert · Vantage

【应用简介】 松鼠分析账本是一款专为个人投资者打造的全资产管理与分析工具。面对日益复杂的个人资产形态，我们致力于帮您打破资产孤岛，实现从股票基金到房产借款等各种形式的“全资产聚合”。通过强大的自定义标签体系，您可以从任意维度透视资产分布，真正掌控财富全貌，做出更科学的资产配置决策。 【核心功能】 全资产聚合管理 您的资产不应散落在各个账户里。 无论是股票、基金、债券，还是房产、黄金、借款、公积金等各种形式的资产，您都可以将其统一录入松鼠分析账本。告别在多个 App 间切换查看余额的繁恼，一个界面，看清所有家底。 多维标签透视体系 独创的自定义标签系统，让您跳出传统分类的限制，实现灵活的资产透视。 • 想看“高风险”资产占比？打上标签即可透视。 • 想统计“核心资产”与“卫星资产”的配比？一键筛选即得。 • 您可以按行业、风险等级、流动性等任意维度重组您的资产视图，发现隐形风险，洞察投资机会。 科学的资产配置 别再凭感觉投资了。 通过松鼠分析账本的透视功能，您可以清晰看到各类资产的真实比例与结构。无论是调整仓位还是平衡风险，数据化的报表将为您提供有力依据，助您实现更合理的资产配置。 掌控财富，从记录开始。立即下载松鼠分析账本，开启您的全资产透视之旅！

Wert is a net worth tracker for people whose assets are spread across accounts, currencies, and countries. We believe managing wealth shouldn't mean logging every transaction. With Wert, you simply take a periodic "snapshot" of everything you own — and instantly see your true net worth, how your portfolio is allocated, and how your wealth grows over time. WHY WERT • Snapshot, don't bookkeep Skip the tedious expense log. A full review takes minutes: Wert pre-fills your last snapshot and live exchange rates, auto-depreciates fixed assets, and auto-amortizes loans. You just confirm what changed. • AI screenshot import Don't type holdings one by one. Screenshot the positions page from your broker or fund app, and Wert recognizes each symbol, quantity, and value for you to review — then builds your accounts in a tap. Multiple scrolling screenshots are stitched and deduplicated automatically. Recognition runs on-device; your screenshots never leave your phone. • Multi-currency, locked FX, true attribution Every snapshot locks that day's exchange rate, so your history never drifts. When you compare two snapshots, Wert separates real asset growth from currency swings — so you finally know whether you actually grew richer, or it was just FX. • Look through your funds What do your funds and ETFs actually hold? Wert looks through to the underlying holdings, separating what you hold directly from what's nested inside funds, so you can see your true exposure by sector and region. • Switch display currency in one tap View everything in CNY, USD, HKD, EUR, JPY, or SGD. Historical snapshots convert at their locked rates, so the numbers stay honest no matter which currency you read them in. • Automatic market quotes A-shares, Hong Kong and US stocks, on-exchange funds/ETFs, and major cryptocurrencies — type a name or ticker, pick it, and the quote and currency fill in automatically. • FIRE retirement simulator Based on your real net worth and your savings and spending assumptions, Wert runs a Monte Carlo simulation to project the probability and timing of financial independence. • Privacy first — your data is yours Your assets and snapshots live only on your device and are never uploaded. Privacy Mode masks every number in one tap, and you can sync over WebDAV or export your data anytime. Download Wert and see your wealth clearly.