Folio Downloads & RevenueFolio: Net Worth & Portfolio · App Store
财记Folio - 个人资产管理
Folio: Net Worth & Portfolio is #88 in Finance Grossing in China and charting in 1 of 30 countries we track.
Updated 11 Nov 2026 · rankings refresh through the day
Developer沥翔 柳
CategoryFinance
PriceFree
Released
Rating★ 4.7 (15)
Version1.22
Age rating4+
First seen by us
29 Sep 2026
29 Sep 2026Installs (est.)500+ worldwide
Folio: Net Worth & Portfolio update history & changes
Last change · 10 events since 28 Apr 2026Full timeline ↓📦Updated to version 1.22📦Updated to version 1.20🆕First spotted by AppInsider🆕Released on the App Store
Full timeline · 10 events
- ✏️Folio: Net Worth & Portfolio added 1 language+ ZH
- ✏️Folio: Net Worth & Portfolio: app got bigger22 MB → 27 MB (+27%)
- 📦Folio: Net Worth & Portfolio updated to version 1.221. English: Folio is now available in English
2. Fixed deposit interest: Add an optional annual rate and term to estimate interest earned
3. Smoother entry: Transfer into existing brokerage or demand accounts; crypto quick trades support fees and USDT funding
Recent Updates
1. Automatic quotes for multiple asset types across the US and more, with a switchable base currency
2. Add holdings and trades from screenshots; imported trades can use a funding account and include fees
3. iCloud sync across devices
4. Custom stocks and funds, multiple gold accounts and liabilities for a more complete picture of your assets
5. Record cash income and stock dividends automatically or manually, and review dividends and yield by year
6. Auto-invest follows fund purchase status, limits and other settings, matching your real plans
7. Tags show asset allocation, plus home screen widgets… more - 📦Folio: Net Worth & Portfolio updated to version 1.201. 全新「分析」页：新增股息分红，按年查看分红合计与个股贡献
2. 分红扣税：自动入账的分红可填写预扣税，股息按实际到账金额统计
3. 基金行情更准：按交易所官方名录区分场内、场外，LOF 基金添加时可选择在哪买入
4. 修复偶发闪退、历史数据提示范围不准等问题
近期更新
1. 多资产行情自动更新，支持美股、A 股、港股等多国市场，支持主币种切换
2. 截图录入持仓与交易，导入交易时可指定资金账户、填写手续费
3. iCloud 多设备同步
4. 支持自定义股票 / 基金、添加负债，资产账户更完整
5. 支持自动 / 手动记录现金资产收益、股票分红等
6. 定投按照申购状态、限额等设置执行，更贴合实际定投计划
7. 支持标签显示资产占比和桌面小组件… more - 📦Folio: Net Worth & Portfolio: now updating weekly4 updates in 30 days, after a quiet two months
- 📦Folio: Net Worth & Portfolio updated to version 1.191、支持快捷导入现有资产
2、支持 face id 解锁 App
3、修复了几个小问题
近期更新
1. 多资产行情自动更新，支持美股、A 股、港股等多国市场，支持主币种切换
2. 截图录入持仓与交易，导入交易时可指定资金账户、填写手续费
3. iCloud 多设备同步
4. 支持自定义股票 / 基金、添加负债，资产账户更完整
5. 支持自动 / 手动记录现金资产收益、股票分红等
6. 定投按照申购状态、限额等设置执行，更贴合实际定投计划
7. 支持标签显示资产占比和桌面小组件
8. 全新主题色与个性化设置，外观、主题色、应用图标合并为一页… more - 📦Folio: Net Worth & Portfolio updated to version 1.18修复了几个小问题
近期更新
1. 多资产行情自动更新，支持美股、A 股、港股等多国市场，支持主币种切换
2. 截图录入持仓与交易，导入交易时可指定资金账户、填写手续费
3. iCloud 多设备同步
4. 支持自定义股票 / 基金、添加负债，资产账户更完整
5. 支持自动 / 手动记录现金资产收益、股票分红等
6. 定投按照申购状态、限额等设置执行，更贴合实际定投计划
7. 支持标签显示资产占比和桌面小组件
8. 全新主题色与个性化设置，外观、主题色、应用图标合并为一页… more - 🆕Folio: Net Worth & Portfolio first spotted by AppInsider#79 in Top Grossing · Finance · China
- 📦Folio: Net Worth & Portfolio version 1.171. 盈亏更准：重做今日盈亏计算，统一基金收益口径
2. 分红对账：修复分红金额与归属错乱
3. iCloud 同步优化：减少冗余数据
4. 修复快捷交易超卖、主币种换算、黄金币种、已清仓股票不显示等问题
近期更新
1. 多资产行情自动更新，支持美股、A 股、港股等多国市场，支持主币种切换
2. 截图录入持仓与交易，导入交易时可指定资金账户、填写手续费
3. iCloud 多设备同步
4. 支持自定义股票 / 基金、添加负债，资产账户更完整
5. 支持自动 / 手动记录现金资产收益、股票分红等
6. 定投按照申购状态、限额等设置执行，更贴合实际定投计划
7. 支持标签显示资产占比和桌面小组件
8. 全新主题色与个性化设置，外观、主题色、应用图标合并为一页… more - 🆕Folio: Net Worth & Portfolio released on the App Store
Collected from the stores by AppInsider since we first spotted the app. Dates are when we saw each change.
Rating
4.7 ★
15 ratings
Measured
Best rank now
#88
Finance GrossingMeasured
Folio: Net Worth & Portfolio on the App Store
App details
App ID
6763980794
Publisher
沥翔 柳
On the store since
Apr 2026
Under a year
Minimum OS
iOS 17.0+
iPhone XS and later
Devices
iPhone · iPad
Content rating
4+
Languages
2
EN ZH
Size
27 MB
Also listed in
Utilities
Folio: Net Worth & Portfolio downloads
Worldwide, per day, and installs to date. The band is open; the exact number is free with an account.
How this is calculated
Apple publishes no download counts. App Store downloads come from chart positions and daily rating growth per country, calibrated on Google Play install counts; lifetime installs from ratings worldwide × installs per rating. Confidence is the chance the real number is within half to double ours.
Active users
All platforms, worldwide. Free with an account.
Stickiness (DAU / MAU)
how many monthly users open it on a given day
How this is calculated
Monthly users come from lifetime installs across every store, fitted on monthly active user figures companies publish; daily users = monthly × the typical daily/monthly ratio for the category. Confidence is the chance the real number is within half to double ours.
Where it ranks now
Every top chart it appears in across 30 countries.
| Country | Charts | Rank |
|---|---|---|
| China | FinanceGrossing | #88 |
Apps near Folio: Net Worth & Portfolio on the chart
Finance Grossing, around #88.
Ratings
App Store, worldwide.
Rating
4.7 ★
15 ratings
Measured
Ratings
15
Measured
Review momentum
ⓘ How we measure thisNew ratings a week
under 1
4-week average
Lifetime rating
4.7★
recent stars not readable yet: new ratings are a tiny share of the total
Review momentum
42/100
faster than 36% of Finance apps
Review momentum (0-100) blends how fast the app collects ratings compared with other apps in its category (60%), whether that pace is speeding up (25%) and what recent raters give it (15%; recent stars well below lifetime pull it down). Ratings counts are read daily. A jump usually means a launch, a feature, ads or a new review prompt.
About Folio: Net Worth & Portfolio
WHY FOLIO
◎ Prices update automatically: open the app to the latest quotes and fund NAVs, and see your market value at a glance without looking anything up.
◎ Import from screenshots, no more copying by hand: add a screenshot of the holdings page in your brokerage or fund app, and Folio reads the symbol, name, quantity and cost. Trade history works too, with buy or sell, price and date recognized automatically.
◎ Every asset on one screen: China A-shares, Hong Kong, US, German and UK stocks, funds, gold, cash and crypto, all in one place.
◎ Auto-invest records: set your own frequency and amount, and each purchase is recorded when it's due, so none are missed and your cost stays clear.
◎ Dividends: dividends for A-shares, US stocks and funds are fetched and shown automatically.
◎ Multi-currency: choose a base currency and exchange rates are converted automatically.
WHO IT'S FOR
• People holding stocks, funds, gold and more who want to see it all in one app
• Anyone tired of complicated budgeting apps who only wants to track what really matters
• Regular investors who want every auto-invest purchase on record
• Privacy-minded people who would rather not hand their asset data to someone else's cloud
PRIVACY
Your asset records stay only on your device and in your own iCloud. Screenshots you import are used just for recognition and are never kept.
Folio is a personal asset tracker. It does not provide investment advice, trade execution or return forecasts.
Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
【为什么选择财记】
◎ 价格自动更新：打开即是最新行情与净值，市值一眼看清，不用一个个去查价。
◎ 截图导入，告别手抄:把券商、基金 App 的持仓页截图拖进来，自动识别代码、名称、数量、成本;交易记录也支持截图导入，自动识别买卖方向、价格与日期。
◎ 多资产一屏看完：A股、港股、美股、德股、英股、基金、黄金、现金、资产统一管理。
◎ 定投记账：自己设定频率与金额，到期自动提醒并记账，不再漏单，成本曲线一目了然。
◎ 分红记录：A股 / 美股 / 基金分红自动拉取与展示。
◎ 多币种支持：选择主币种，汇率自动换算。
【适合谁用】
- 同时持有股票、基金、黄金等多类资产，想用一个 App 看全的人
- 受够了复杂记账软件、只想记录重要资产的人
- 习惯定投、希望把每一笔都记清楚的人
- 在意隐私、不愿把资产数据交给云端的人
【关于隐私】
不上传你的资产数据，一切只在你的设备与你的 iCloud 之间。
个人资产记账工具，不提供任何投资建议、交易撮合或收益预测。
使用条款（EULA）：https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
◎ Prices update automatically: open the app to the latest quotes and fund NAVs, and see your market value at a glance without looking anything up.
◎ Import from screenshots, no more copying by hand: add a screenshot of the holdings page in your brokerage or fund app, and Folio reads the symbol, name, quantity and cost. Trade history works too, with buy or sell, price and date recognized automatically.
◎ Every asset on one screen: China A-shares, Hong Kong, US, German and UK stocks, funds, gold, cash and crypto, all in one place.
◎ Auto-invest records: set your own frequency and amount, and each purchase is recorded when it's due, so none are missed and your cost stays clear.
◎ Dividends: dividends for A-shares, US stocks and funds are fetched and shown automatically.
◎ Multi-currency: choose a base currency and exchange rates are converted automatically.
WHO IT'S FOR
• People holding stocks, funds, gold and more who want to see it all in one app
• Anyone tired of complicated budgeting apps who only wants to track what really matters
• Regular investors who want every auto-invest purchase on record
• Privacy-minded people who would rather not hand their asset data to someone else's cloud
PRIVACY
Your asset records stay only on your device and in your own iCloud. Screenshots you import are used just for recognition and are never kept.
Folio is a personal asset tracker. It does not provide investment advice, trade execution or return forecasts.
Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
【为什么选择财记】
◎ 价格自动更新：打开即是最新行情与净值，市值一眼看清，不用一个个去查价。
◎ 截图导入，告别手抄:把券商、基金 App 的持仓页截图拖进来，自动识别代码、名称、数量、成本;交易记录也支持截图导入，自动识别买卖方向、价格与日期。
◎ 多资产一屏看完：A股、港股、美股、德股、英股、基金、黄金、现金、资产统一管理。
◎ 定投记账：自己设定频率与金额，到期自动提醒并记账，不再漏单，成本曲线一目了然。
◎ 分红记录：A股 / 美股 / 基金分红自动拉取与展示。
◎ 多币种支持：选择主币种，汇率自动换算。
【适合谁用】
- 同时持有股票、基金、黄金等多类资产，想用一个 App 看全的人
- 受够了复杂记账软件、只想记录重要资产的人
- 习惯定投、希望把每一笔都记清楚的人
- 在意隐私、不愿把资产数据交给云端的人
【关于隐私】
不上传你的资产数据，一切只在你的设备与你的 iCloud 之间。
个人资产记账工具，不提供任何投资建议、交易撮合或收益预测。
使用条款（EULA）：https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Latest updates
1.22
1. English: Folio is now available in English
2. Fixed deposit interest: Add an optional annual rate and term to estimate interest earned
3. Smoother entry: Transfer into existing brokerage or demand accounts; crypto quick trades support fees and USDT funding
Recent Updates
1. Automatic quotes for multiple asset types across the US and more, with a switchable base currency
2. Add holdings and trades from screenshots; imported trades can use a funding account and include fees
3. iCloud sync across devices
4. Custom stocks and funds, multiple gold accounts and liabilities for a more complete picture of your assets
5. Record cash income and stock dividends automatically or manually, and review dividends and yield by year
6. Auto-invest follows fund purchase status, limits and other settings, matching your real plans
7. Tags show asset allocation, plus home screen widgets
1.20
1. 全新「分析」页：新增股息分红，按年查看分红合计与个股贡献
2. 分红扣税：自动入账的分红可填写预扣税，股息按实际到账金额统计
3. 基金行情更准：按交易所官方名录区分场内、场外，LOF 基金添加时可选择在哪买入
4. 修复偶发闪退、历史数据提示范围不准等问题
近期更新
1. 多资产行情自动更新，支持美股、A 股、港股等多国市场，支持主币种切换
2. 截图录入持仓与交易，导入交易时可指定资金账户、填写手续费
3. iCloud 多设备同步
4. 支持自定义股票 / 基金、添加负债，资产账户更完整
5. 支持自动 / 手动记录现金资产收益、股票分红等
6. 定投按照申购状态、限额等设置执行，更贴合实际定投计划
7. 支持标签显示资产占比和桌面小组件
1.19
1、支持快捷导入现有资产
2、支持 face id 解锁 App
3、修复了几个小问题
近期更新
1. 多资产行情自动更新，支持美股、A 股、港股等多国市场，支持主币种切换
2. 截图录入持仓与交易，导入交易时可指定资金账户、填写手续费
3. iCloud 多设备同步
4. 支持自定义股票 / 基金、添加负债，资产账户更完整
5. 支持自动 / 手动记录现金资产收益、股票分红等
6. 定投按照申购状态、限额等设置执行，更贴合实际定投计划
7. 支持标签显示资产占比和桌面小组件
8. 全新主题色与个性化设置，外观、主题色、应用图标合并为一页
Store changes
What Folio: Net Worth & Portfolio changed on its store page: name, icon, screenshots, price, size, languages, requirements.
Added 1 language
+ ZH
App got bigger
22 MB → 27 MB (+27%)