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 — now native on the Mac. 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. BUILT FOR THE MAC • Everything on one screen Sidebar navigation and wide charts put your net worth, allocation, and trend in a single view. Snapshots and asset management open in their own windows, so nothing gets in the way. • Keyboard first Tab between fields, press Enter to save, pick search suggestions with the arrow keys — complete an entire snapshot without touching the mouse. • Desktop widgets Put your net worth and trend right on the desktop for an at-a-glance check. • Seamless sync with iPhone and iPad Synced through your private iCloud database: snapshot on your phone, analyze on your Mac. 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 Drag in screenshots of 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 Mac. • 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, listed and off-exchange mutual funds/ETFs (including QDII), 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.

Ratings & Reviews

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This update streamlines snapshots and asset analysis. • Return directly to the Dashboard after saving a snapshot. • Simplified asset comparisons keep the focus on asset changes and FX Impact. • Clearer instructions and interface text.

Version 1.9.2

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

Accessibility

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

Information

Seller
Shanghai Interface Future Technology Co., Ltd.
Size
73.2 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
  • Learn More
Copyright
© 2026 Shanghai Interface Future Technology Co., Ltd.
  • Developer Website
  • Privacy Policy
  • License Agreement

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