Moment - Portfolio Tracker
Every asset in one place
Free · In‑App Purchases
Stocks, funds, bonds, crypto, property and cash across every broker and currency on one net-worth curve. Import from a statement, see your real return, check the widget.
Moment puts your entire portfolio in your pocket: every broker, every currency, stocks and property alike, drawn as a single net-worth curve — while your financial data stays on your own devices.
ONE NET-WORTH CURVE
Stocks, ETFs, funds, bonds, crypto, cash, property and anything else you hold, across as many accounts as you keep. Moment converts everything into your base currency and draws one curve — 24 hours, a week, a month, year to date, or the whole history. The allocation ring and account breakdown show where the money is at a glance.
REAL RETURN MATH
Not just "what it's worth today". Moment computes time-weighted return from your actual transactions, so deposits and withdrawals don't distort the number, and each account's trend can be compared against an index. Cost basis, unrealized and realized P&L, dividends and interest are tracked per holding, and the holdings analysis tells you which positions are winning, losing and contributing most.
IMPORT INSTEAD OF TYPING
Pick activity exports from Files — Schwab, Fidelity, Interactive Brokers, Robinhood, Coinbase, Kraken, Futu / moomoo, Tiger Brokers and China A-share brokers, in English or Chinese. Beyond CSV, Moment also reads PDF statements and holdings screenshots straight from your photo library. It recognizes the format, deduplicates re-imports, flags gaps where a statement is missing, and shows you exactly what will be added before anything is written. One tap undoes the whole batch.
A COMPLETE ASSET CATALOG
US, Hong Kong and China A-share stocks, ETFs and mutual funds, bonds and crypto ship with the app, so search works the moment you open it. New assets are picked from the catalog, so a ticker never ends up under the wrong type. Quotes and exchange rates update automatically, and manually valued property and other assets count toward your net worth too.
EVERYDAY DETAILS
Recurring-buy plans remind you when a purchase is due. Hide every amount with one tap when someone's looking over your shoulder. A Home Screen widget shows your total and the period change. Sync between your devices through your own iCloud.
YOUR DATA STAYS YOURS
Your holdings live in a local database on your device. When a price is requested, Moment's servers see an asset symbol and nothing more — no quantities, no amounts, no account names. There are no accounts to create, no ads, and no analytics SDKs.
BUILT FOR iPHONE AND iPAD
Native SwiftUI. Light and dark. Dynamic Type. Full English, Simplified and Traditional Chinese.
The developer, Yao Xu, 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
- Yao Xu
- Size
- 18.1 MB
- Category
- Finance
- Compatibility
Requires iOS 26.2 or later.
- iPhone
Requires iOS 26.2 or later. - iPad
Requires iPadOS 26.2 or later. - Mac
Requires macOS 15.0 or later. - Apple Vision
Requires visionOS 26.2 or later.
- iPhone
- Languages
English and 2 more
- English, Simplified Chinese, Traditional Chinese
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- Moment Pro $18.00
- Copyright
- © 2026 Yao Xu