Totals vs Net Worth Tracker

Totals資產追蹤，幫助你用簡單的方式整理財務全貌。 不論是日常存款、投資配置，或長期累積的資產，都可以輕鬆建立紀錄，逐步看見自己的財富變化。 主要特色： ◎ 極簡資產管理 專注記錄重要資產變動，不需要繁瑣操作。 ◎ 完整財務視角 整合不同帳戶與資產，了解自己的淨值狀況。 ◎ 多種類型支援 股票、ETF、基金、黃金、不動產、現金等資產皆可管理。 ◎ 多幣別管理 適合擁有不同貨幣資產的使用者。 ◎ 個人化資產配置 整理你的資產組合，了解目前財務方向。 ◎ 隱私優先設計 資料保存在你的裝置，支援 iCloud 同步。 財富不是突然累積的， 而是每一次紀錄慢慢累積而成。 與Totals一起，建立你的資產地圖。

WorthTrail is a private net worth and portfolio tracker for people who want a clear picture of every asset and debt without handing over bank logins. SEE YOUR WHOLE NET WORTH View net worth, total assets, liabilities and daily changes in one clear dashboard. Track stocks, ETFs, funds, crypto, property, private investments, custom assets, debts and short positions together. ORGANIZE YOUR PORTFOLIO YOUR WAY Use flexible tag groups for accounts, family members, industries, regions, strategies, goals or risk levels. Switch perspectives without duplicating holdings, understand allocation at a glance, and arrange Overview and Analysis modules around what matters to you. UNDERSTAND RETURNS OVER TIME Build history with automatic records and snapshots, then review daily, weekly, monthly and yearly P&L. Track cost basis, realized and unrealized returns, net worth growth, drawdowns and recovery across flexible date ranges. TRACK GLOBAL MARKETS AND CURRENCIES Refresh supported market prices, use historical quotes and manage custom assets. Multi-currency conversion brings USD, EUR, GBP, JPY and other currencies into one consistent view. EXPORT EXCEL AND PDF REPORTS Export structured Excel workbooks for deeper analysis and polished PDF reports for archiving or sharing. Widgets keep important trends close at hand. PRIVACY BY DESIGN Your data stays on your device by default and can sync through your private iCloud database. WorthTrail requires no bank login and includes no ads or third-party analytics SDKs. Face ID or password lock adds another layer of protection. Flexible tag groups organize your assets, and automatic daily records build a consistent asset history. 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/