Wert · Vantage

Local-first net worth tracker

Free · In‑App Purchases

Wert is a net worth tracker for people whose assets are spread across accounts, currencies, and countries. We believe managing wealth shouldn't mean logging every transaction. With Wert, you simply take a periodic "snapshot" of everything you own — and instantly see your true net worth, how your portfolio is allocated, and how your wealth grows over time. WHY WERT • Snapshot, don't bookkeep Skip the tedious expense log. A full review takes minutes: Wert pre-fills your last snapshot and live exchange rates, auto-depreciates fixed assets, and auto-amortizes loans. You just confirm what changed. • Screenshot import Don't type holdings one by one. Screenshot the positions page from your broker or fund app, and Wert recognizes each symbol, quantity, and value for you to review — then builds your accounts in a tap. Multiple scrolling screenshots are stitched and deduplicated automatically. Recognition runs on-device; your screenshots never leave your phone. • Multi-currency, locked FX, true attribution Every snapshot locks that day's exchange rate, so your history never drifts. When you compare two snapshots, Wert separates real asset growth from currency swings — so you finally know whether you actually grew richer, or it was just FX. • Look through your funds What do your funds and ETFs actually hold? Wert looks through to the underlying holdings, separating what you hold directly from what's nested inside funds, so you can see your true exposure by sector and region. • Switch display currency in one tap View everything in CNY, USD, HKD, EUR, JPY, or SGD. Historical snapshots convert at their locked rates, so the numbers stay honest no matter which currency you read them in. • Automatic market quotes A-shares, Hong Kong and US stocks, on-exchange funds/ETFs, and major cryptocurrencies — type a name or ticker, pick it, and the quote and currency fill in automatically. • FIRE retirement simulator Based on your real net worth and your savings and spending assumptions, Wert runs a Monte Carlo simulation to project the probability and timing of financial independence. • Privacy first — your data is yours Assets and snapshots are stored on your device by default. If you enable iCloud or WebDAV sync, they are transmitted to your configured sync service. Sign in with Apple, subscription verification, market-data requests and diagnostics/analytics process the corresponding account or technical data described in our privacy policy. Privacy Mode masks your numbers, and you can export your data yourself. Download Wert and see your wealth clearly.

  • 5.0
    out of 5
    1 Ratings

A clearer view of your asset changes, with smoother ways to explore your finances. • Improved the Dashboard, History and Analysis pages to make valuations and period comparisons easier to understand. • Refined comparison details, Holdings look-through and the FIRE Simulator for easier reading and navigation. • Improved card background transitions, light appearance and layouts for larger text. • Fixed various display and interaction issues. • Fixed an issue that could recalculate historical exchange rates, preserving saved snapshot valuations.

The developer, Shanghai Interface Future Technology Co., Ltd., 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 Linked to You

    The following data may be collected and linked to your identity:

    • Purchases
    • Financial Info
    • Contact Info
    • Identifiers
    • Usage Data
    • Diagnostics

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

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
Shanghai Interface Future Technology Co., Ltd.
Size
187.8 MB
Category
Finance
Compatibility
Requires iOS 18.0 or later.
  • iPhone
    Requires iOS 18.0 or later.
  • iPad
    Requires iPadOS 18.0 or later.
  • Mac
    Requires macOS 15.0 or later.
  • Apple Vision
    Requires visionOS 2.0 or later.
Languages
English and 2 more
  • English, Simplified Chinese, Traditional Chinese
Age Rating
9+
In-App Purchases
Yes
  • Pro Lifetime Founding $69.99
  • Wert Pro Annual $19.99
  • Wert Pro Monthly $4.99
Copyright
© 2026 Shanghai Interface Future Technology Co., Ltd.