iAssets — Investment Manager
Stocks & Assets in One Place
$0.99 · Designed for iPad. Not verified for macOS.
Asset Management — Your Personal Investment Manager
Core Features
• Unified asset management: Cash, demand deposits, time deposits, wealth management, and provident fund organized by category, with expand/collapse and drag-to-reorder support
• Stock portfolio management: Add Hong Kong, US, and A-share stocks (including on-exchange and off-exchange funds) in one tap, with full buy, add, sell, and position-close workflows
• Real-time quotes: Automatically fetch the latest stock prices and exchange rates, with profit/loss updating in real time — no manual refresh needed
• Today's P&L: Automatically tracks today's profit/loss amount and rate based on US trading days, so you can see gains at a glance
• Profit curve: View return trends across multiple time ranges (Today / 7D / 30D / 180D / 360D)
• Multi-currency support: Automatic conversion for CNY, USD, HKD, EUR, GBP, and JPY
• Smart calculations: Automatically computes average cost, total P&L, dividend yield, position ratio, and other key metrics
Stock Management
• Stock search: Quickly find stocks by code or name, covering HK, US, and A-share markets
• Market filtering: Filter by US / HK / A-share to quickly locate the stocks you follow
• Transaction records: Full history of every buy/sell operation (time, price, quantity, fees) at a glance
• Dividend management: Records per-share dividends and tax rates, automatically calculating after-tax income and cumulative dividends
• Flexible sorting: Sort by P&L amount, position size, or stock name, in ascending or descending order
• Keep closed positions: Option to retain closed positions for easy review of past trades
Asset Overview
• Total assets, total cost, total P&L, and total dividends — four core metrics on one screen
• Real-time position ratio and dividend yield calculations to help you evaluate your investment structure
Multi-Language Support
• Switch between 简体中文 / 繁體中文 / English with one tap, or follow the system language automatically
Data Security
• iCloud sync: Data is automatically backed up to iCloud for seamless continuity across devices
• Local-first: Works offline, with automatic sync once the network is restored
Design Philosophy
• Dark theme: A professional dark interface that keeps the focus on your data
• Simple and efficient: No ads, no community, no in-app purchases — back to the essence of investment management
• Light and fast: Quick launch, smooth operations, no bloat
Perfect for every individual investor who takes their asset management seriously. For suggestions or feedback, feel free to contact the developer.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
## 1.3.1
### Data Consistency Fixes
- **Save Immediately After Editing**: Removed the 3-second debounce timer after modifications. Edits to stocks, operations, or dividend records are now written asynchronously to local storage and synced to iCloud immediately, preventing refreshes from overwriting unsaved changes.
- **Save Concurrency Protection**: Added an in-progress task waiting mechanism to `_saveAll`. Rapid successive edits no longer cause interleaved writes. Any new edits triggered during a save are handled via a re-dirtying loop to ensure no data loss.
- **Refresh Race Condition Fix**: During `_refreshAll`, if a new edit occurs while loading stocks (re-dirtying the flag), the latest in-memory data is now preserved. This prevents disk/iCloud stale data from overwriting the user's recent changes.
- **iCloud Pull Safety Check**: Fixed an issue where all stocks disappeared after the app had been closed for a long time. Previously, `_syncFromCloud` only used timestamps to decide whether to overwrite local data, without validating content. If an iCloud file was a placeholder, corrupted, or empty but had a newer timestamp, it would wipe local data. Now, cloud content is only accepted if it is **non-empty and valid JSON**; otherwise, it is skipped to preserve local data.
### Dividend Records Fixes
- **Fix for Edit/Delete Mismatch**: Fixed an issue where editing or deleting a dividend record affected the wrong entry. The list was sorted by `operationTime` descending, but the callback passed the sorted index to modify the unsorted source list, causing index mismatches. Now uses `widget.dividendRecords.indexOf(record)` to locate the correct original index before the callback.
- **Sort by Dividend Date**: The dividend records list now sorts by `date` (dividend date) descending instead of by `operationTime`, ensuring newer dividends appear first.
### P&L Curve Optimizations
- **Red for Gain, Green for Loss**: The color of the mini P&L curve at the top now reflects the latest data point (Red = Up, Green = Down) instead of the total P&L.
- **No Data State**: When fewer than 2 data points are available (insufficient to draw a line), the view now displays "No Data" instead of remaining blank.
The developer, 国斌 李, 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 Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- 国斌 李
- Size
- 24.7 MB
- Category
- Finance
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
English and 2 more
- English, Simplified Chinese, Traditional Chinese
- Age Rating
16+
- 16+
- Contains
Unrestricted Web Access
Advertising
- Copyright
- © 2026 LIGUOBIN
