See every asset and debt in one private dashboard. Track stocks, funds, crypto, property and multi-currency portfolios, then export polished PDF and Excel reports.
WorthTrail is a private net worth and portfolio tracker for people who want a clear picture of every asset and debt without handing over bank logins.
SEE YOUR WHOLE NET WORTH
View net worth, total assets, liabilities and daily changes in one clear dashboard. Track stocks, ETFs, funds, crypto, property, private investments, custom assets, debts and short positions together.
ORGANIZE YOUR PORTFOLIO YOUR WAY
Use flexible tag groups for accounts, family members, industries, regions, strategies, goals or risk levels. Switch perspectives without duplicating holdings and understand allocation at a glance.
UNDERSTAND RETURNS OVER TIME
Build history with snapshots, then review daily, weekly, monthly and yearly P&L. Follow net worth trends, portfolio growth, volatility and drawdowns across flexible date ranges.
TRACK GLOBAL MARKETS AND CURRENCIES
Refresh supported market prices, use historical quotes and manage custom assets. Multi-currency conversion brings USD, EUR, GBP, JPY and other currencies into one consistent view.
EXPORT EXCEL AND PDF REPORTS
Export structured Excel workbooks for deeper analysis and polished PDF reports for archiving or sharing. Widgets keep important trends close at hand.
PRIVACY BY DESIGN
Your data stays on your device by default and can sync through your private iCloud database. WorthTrail requires no bank login and includes no ads or third-party analytics SDKs. Face ID or password lock adds another layer of protection.
WorthTrail is for asset recording and analysis only. It does not provide investment advice. Market data may be delayed, incomplete or inaccurate. Please refer to your actual accounts and official data.
Ratings & Reviews
5.0
out of 5
1 Ratings
• Added Light, Dark, and System appearance choices plus an alternate black app icon.
• Refined iCloud backup settings and improved calendar navigation.
• Improved tag-group handling and numeric quantity editing.
• Fixed historical data backfill continuity and zero quotes for suspended Shenzhen funds.
Version 1.4.12
The developer, 健波 徐, 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:
Other Data
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
健波 徐
Size
16 MB
Category
Finance
Compatibility
Requires iOS 17.0 or later.
iPhone Requires iOS 17.0 or later.
iPad Requires iPadOS 17.0 or later.
Mac Requires macOS 14.0 or later and a Mac with Apple M1 chip or later.