Equifolio

Private portfolio tracker

Only for iPhone

Free · In‑App Purchases

iPhone

Equifolio is a private, all-in-one portfolio tracker for investors who want the full picture — without handing their financial data to anyone. Track shares, ETFs, crypto, bullion, property and cash side by side, with live prices, clear charts and the return figures that actually matter. EVERYTHING IN ONE PLACE • Shares, ETFs and crypto across global markets • Bullion, property, P2P, retirement and manual "other" assets • Liabilities too, so net worth is what you actually own • Live/delayed prices, interactive charts and a portfolio heat map • Dividend tracking with a full income view, including tax withheld RETURNS DONE PROPERLY • Time-weighted return (TWR) to judge your investments • Personal return (IRR / XIRR) to judge your journey • Realised vs unrealised profit, dividends and brokerage, split out • Cost-base adjustments (AMIT/AMMA, return of capital) handled for you • Benchmark your performance against a market index PRIVATE BY DESIGN • Your data stays on your device — no account, no sign-up • Nothing is uploaded, sold or tracked PROPERTY, NOT JUST A VALUATION • Rental income and expenses, each by category • Capital costs go to the cost base, not the deduction schedule • A running cost base you can actually see • Record a sale with its selling costs — and keep the rent it already paid you COME TAX TIME • A tax records sheet for every financial year • Capital gains and losses at your own rate — never applied behind your back • Dividends, rent, property expenses and interest income, gathered in one place • Export the year as CSV or PDF for your accountant • FIFO or LIFO for capital-gains lots, and your own financial year end BUILT FOR REAL PORTFOLIOS • Multi-currency done by date — every amount converts at its own day's rate, not today's • Enter the rate your broker actually gave you, and which currency you paid in • 42 currencies built in, or add your own • Export or import a full backup, or a CSV of transactions and dividends Equifolio is free for 14 days. After that, a yearly subscription keeps it going — cancel anytime. Your money, your data, your device. — Equifolio Pro is an auto-renewing annual subscription. Payment is charged to your Apple Account at purchase, and renews automatically unless cancelled at least 24 hours before the end of the period. Manage or cancel in your Apple Account settings. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://veedroot.com.au/equifolio/privacy.html Terms of Service: https://veedroot.com.au/equifolio/terms.html

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Multiple API Price sources added. Minor Bug Fixes.

The developer, Veedroot, 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
    • Identifiers

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
  • The Trustee for VEEDROOT INVESTMENTS TRUST
Size
  • 12.1 MB
Category
  • Finance
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
Languages
  • English
Age Rating
4+
In-App Purchases
Yes
Copyright
  • © 2026 Veedroot Investments Trust