Sumio: Wealth Tracker 4+

Keep track of your Net Worth

Fiduciary

Designed for iPad

    • 5.0 • 2 Ratings
    • Free
    • Offers In-App Purchases

Screenshots

Description

Effortlessly keep track of your Net Worth. Sumio is a health app for your finances. Download Sumio and get a complete picture of your assets and liabilities.

Sumio is an easy-to-use app for tracking your wealth – one that protects your privacy, guarantees security already in its default settings, and includes built-in automation and visualization features. Make a healthy habit out of regularly reviewing your finances with Sumio.

Sumio helps you organize and track the value of your assets and liabilities, including your investments. It's designed to protect your privacy and security without requiring registration or any connection to your banking accounts. Use Sumio to calculate your Net Worth and keep track of your wealth. Get automatic market value updates for stocks, ETFs, crypto-assets, and precious metals.

Features:
– A comprehensive tool for record-keeping and tracking of your assets and liabilities with automatic calculations of key financial indicators – your Net Worth, Total Assets, and Total Liabilities.

– You can track all kinds of assets and liabilities in 100+ world currencies, with automatic conversion to the default currency of your choice.

– Get automatic updates for the market value of your stocks, ETFs, cryptocurrencies, gold, and silver with market data from the US and global exchanges.

– Analyze your assets and liabilities using charts with allocation by categories.

– Review charts with value trends and automatic calculations of changes in value over time.

– Create custom categories with their own colors and descriptions (Premium Subscription feature).

– Customize the Summary by adding your favorite indicators, categories, and individual assets and liabilities.

– Sumio supports more than 100 world currencies with up-to-date exchange rates.

– Sumio supports automatic market value updates for thousands of stocks, ETFs, cryptocurrencies, gold, silver, and other equities from U.S. and global markets.

Private and secure already from the get-go
Your data stays on your device. Sensitive and private data are not shared with anyone. No registration or accounts are needed. You don't have to connect the app to your banking or brokerage account to use it. You can create records as you go and as you wish. You have complete control, and you stay anonymous. The app does not track you. There are no ads whatsoever. The business model of the app is based on a Premium Subscription.

Easy to use
Like managing your contacts – it is just as easy to create records of your assets and liabilities in Sumio. Built-in automatic calculations will give you an overview of your financial situation and automatically calculate the essential financial indicators for you.

Beautifully designed
Modern charts and dark mode make Sumio comfortable to use. You can even choose your preferred colors and get the charts in colors you like.

Premium Subscription
Try Sumio for free or subscribe to Premium to unlock all of the features and automation – tracking of unlimited assets, creating custom categories, and using unlimited market data.

Support: support@sumio.app
Privacy Policy: https://sumio.app/en/privacy
Terms of Use: https://sumio.app/en/terms

What’s New

Version 1.0.9(41)

In this update, we bring support for gold and silver as additional assets for which Sumio will automatically track the market value. We've also fixed minor bugs, improved the app UI and added the ability to add notes to items.

Ratings and Reviews

5.0 out of 5
2 Ratings

2 Ratings

App Privacy

The developer, Fiduciary, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Purchases

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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