Wealth & Portfolio Tracker

Name: Wealth & Portfolio Tracker
Rating: 4.6 (24 reviews)
Author: Exirio LLC

All your wealth, in one place

Free · In‑App Purchases

24 Ratings
Ages

4+
Years
Category

Finance
Developer

Exirio LLC
Language

EN
English
Size

35.7
MB

More connections, more currencies, more languages! Exirio is the most detailed and insightful investment and portfolio manager app, built and run by finance and computer science professionals. Drop your spreadsheet, and start tracking any investment with ease, in 40+ currencies! Crypto, stocks, ETFs, properties, loans, luxury assets, commodities, investments in private companies, retirement plans and more. VIEW. Get a complete view of your wealth and portfolios, and a definitive understanding of both investment growth and returns. See comparable metrics across investments. Realized and Unrealized Gain, MWR, TWR, Invested Capital, Currency Exposure, Asset Class diversification and more. UNDERSTAND. Currency conversion is at the core of our app, view your investments in the currency of your choice and see the difference between asset and currency performance. TRACK. Add to your Exirio account anything you have invested your money in, anywhere in the world, with just a few clicks. And the tracking begins. DECIDE. Identify the diversification in your portfolio, the real winners and losers among your investments, to allow better informed decisions on your future investment strategy. With Exirio you can safely connect with over 11,000 financial institutions! Banks: Revolut, Morgan Stanley, Stash, Bank of America, HSBC, Credit Suisse, Citibank, Chase, JP Morgan, N26, and more Brokers: Robinhood, Charles Schwab, Interactive Brokers, Vanguard, Etrade, DeGiro, eToro, and more Crypto: Binance, Coinbase, Kraken, FTX, Bitstamp, Crypto.com, and more Exirio implements bank-grade security and has been secure by design since day 1, without exceptions. Your privacy and security is of paramount importance. Read more at https://www.exirio.com/security-overview/ We release updates almost every week, stay tuned for new versions and features! Or send us your questions, suggestions, doubts, critics, compliments or funny memes at contact@exirio.com! We are online 24/7! ■ Twitter: twitter.com/exiriofinance ■ Facebook: facebook.com/exiriofinance ■ Blog: exirio.com/blog Premium Subscription: • To use some of the features in the app, you need a Premium Subscription. • Premium Subscriptions are billed automatically at the rate depending on the selected subscription plan. Privacy Policy: https://www.exirio.com/privacy-policy/ Terms of Use: https://www.exirio.com/terms-of-service/

Ratings & Reviews

4.6

out of 5

24 Ratings

Great, very detailed, holistic wealth tracker
Jun 14

MTressl
I stumbled across Exirio in the beginning of May and since then it’s become my favorite wealth tracking app. Startup with securities from three different portfolios, with quite unique holdings, support was always eager to help when an instrument wasn’t available. From there I added other investments and debt and now for the first time have a full non-XLS view of my wealth. Spot on, very intuitive, and as mentioned above a very good support. Looking forward to a trial of Premium membership and pretty sure if it’s checking out I will commit to permanent subscription. Also looking forward to seeing new features like the announced rework of charts and other stuff. Keep it up and I can really recommend Exirio to everyone who is looking for a holistic and especially multi portfolio and multi currency wealth management platform.

Developer Response
Thank you very much for your comprehensive feedback!
Great, very detailed, holistic wealth tracker
Jun 14

MTressl

I stumbled across Exirio in the beginning of May and since then it’s become my favorite wealth tracking app. Startup with securities from three different portfolios, with quite unique holdings, support was always eager to help when an instrument wasn’t available. From there I added other investments and debt and now for the first time have a full non-XLS view of my wealth. Spot on, very intuitive, and as mentioned above a very good support. Looking forward to a trial of Premium membership and pretty sure if it’s checking out I will commit to permanent subscription. Also looking forward to seeing new features like the announced rework of charts and other stuff. Keep it up and I can really recommend Exirio to everyone who is looking for a holistic and especially multi portfolio and multi currency wealth management platform.
Developer Response Jun 26
Thank you very much for your comprehensive feedback!
Expat in Spain
Oct 27

Pierson007
We love using this app. We now live abroad, and have multiple cross border investments. Having an app that collects and summarizes all of our accounts including real estate and other valuables in one place that is easy to use is a great tool. Thank you for thinking about this and making a user friendly product that is actually useful!

Developer Response
Thank you very much!
Expat in Spain
Oct 27

Pierson007

We love using this app. We now live abroad, and have multiple cross border investments. Having an app that collects and summarizes all of our accounts including real estate and other valuables in one place that is easy to use is a great tool. Thank you for thinking about this and making a user friendly product that is actually useful!
Developer Response Nov 2
Thank you very much!
Very powerful and well designed tool
11/08/2022

DC1-77
Exirio gives you an accurate and comprehensive view of all your assets (and liabilities) in one place. It’s particularly good at handling multi-currency portfolios. The user interface and functionality are extremely well thought-out. I highly recommend this application!

Developer Response
Thank you! We keep iterating so if you want any new features or have any suggestion, feel free to drop us an email at support@exirio.com
Very powerful and well designed tool
11/08/2022

DC1-77

Exirio gives you an accurate and comprehensive view of all your assets (and liabilities) in one place. It’s particularly good at handling multi-currency portfolios. The user interface and functionality are extremely well thought-out. I highly recommend this application!
Developer Response 11/10/2022
Thank you! We keep iterating so if you want any new features or have any suggestion, feel free to drop us an email at support@exirio.com
Great tracking / PFM app
03/10/2023

GabriItalia
I like this app more than others I’ve used to be able to have a comprehensive view of my portfolio. I live abroad so the ability to track things in different currencies and asset classes is valuable to me. The app is also easy to use and integrations work well

Developer Response
Thank you!
Great tracking / PFM app
03/10/2023

GabriItalia

I like this app more than others I’ve used to be able to have a comprehensive view of my portfolio. I live abroad so the ability to track things in different currencies and asset classes is valuable to me. The app is also easy to use and integrations work well
Developer Response 04/17/2023
Thank you!

We've been hard at work to make the app faster and more stable. This update brings significant performance enhancements and a refreshed user interface to make your experience even better.

Version 1.3.3

Aug 26

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:
- Location
Data Linked to You

The following data may be collected and linked to your identity:
- Financial Info
- Location
- Contact Info
- Identifiers

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

Information

Seller
Size
Category
Compatibility
Languages
Age Rating
In-App Purchases
Copyright

Developer Website

Privacy Policy

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Wealth & Portfolio Tracker

All your wealth, in one place

Ratings & Reviews

What’s New

Version 1.3.3

App Privacy

Data Used to Track You

Data Linked to You

Accessibility

Information

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