AssetMe vs Catfolio

When I was little, I had a tin box — the kind that once held biscuits. Inside were coins I'd saved for ages, a five-yuan bill, a dozen marbles, and some game cards — all won fair and square. Every few days I'd open it and count. Nothing ever changed, but counting made me feel safe. Later, when I went to school, the tin box became a piggy bank. Whatever was left from my allowance went in, and at the end of the year I'd crack it open to see if the count matched up. Then the ledger became a phone. But scrolling through the App Store, I realized: everyone tells you where your money went, but no one asks what you actually have. I want to give you back that tin box. This time it holds savings, real estate, stocks — and that quiet comfort of opening it up, taking a look, and feeling at ease. —— ◆ Net Worth at a Glance One number that tells you where you stand. Assets, liabilities, ratios — all in one view. Multiple currencies and wallets with automatic exchange rate conversion. ◆ Four Built-in Categories + Custom Cash · Investments · Property · Loans — from bank deposits to real estate, from stocks to debt tracking. Each entry supports dedicated fields: interest rate, maturity date, valuation, premium, and more. Pro unlocks unlimited custom categories. ◆ Timeline Forecast Set recurring income and expense rules. AssetMe generates a 12-month cash level projection chart. Maturity reminders push to notifications and your calendar. ◆ Offline Security Zero network. Zero tracking. All data stays on your device — never uploaded to the cloud. Lock the app with Face ID or Touch ID. ◆ Crafted Experience Dark "Vault" theme + Light "Ivory" theme. Smooth transitions, haptic feedback. ◆ Three Languages Simplified Chinese · Traditional Chinese · English. Follows your system language automatically. ◆ Pro (Optional) Unlock unlimited wallets, assets & cash flow rules. Extend timeline events from 3 to 36 months with a full cash level projection chart — one-time purchase, no subscription.

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/