Assetio

Track every asset in one private portfolio. Understand your allocation, liquidity, performance, acquisition costs, and current values across your Apple devices.
Assetio is a personal asset tracker designed to help you organize everything you own—from cash and investments to property and custom holdings.
Track cash and bank balances, cryptocurrencies, precious metals, stocks and ETFs, property, land, and custom assets. Each asset can use its own currency while Assetio converts your portfolio into your selected reporting currency.
Key features:
• View your total portfolio value
• Organize assets across multiple categories
• Record purchases, sales, deposits, and withdrawals
• Track holding quantities and weighted average costs
• Review realized and unrealized gain or loss
• Track allocation, liquidity, and portfolio performance
• Use different asset and reporting currencies
• Receive automatic currency, precious-metal, and cryptocurrency prices
• Manually update unsupported instruments and custom assets
• Follow selected instruments on the Market page
• Search and filter your portfolio
• Choose your preferred calendar
• Synchronize privately across your Apple devices with iCloud
• Protect access using Face ID or your device passcode
• Export your portfolio as CSV with Assetio Premium
The Free plan includes automatic market pricing and up to five holding records across your portfolio. Assetio Premium provides unlimited holding records and CSV export.
Automatic market pricing is available for supported cryptocurrencies, precious metals, and currencies. Stocks, ETFs, property, and unsupported instruments can be tracked using values entered by you.
Market information may be delayed, cached, unavailable, or inaccurate and is provided for informational purposes only. Assetio does not provide investment, tax, legal, accounting, valuation, trading, or financial advice.
Privacy Policy:
https://apps.artycody.com/en/privacy/assetio/
Terms of Use (EULA):
https://www.apple.com/legal/internet-services/itunes/dev/stdeula/