Simfolio - Net Worth Tracker 4+

Retirement calculator, planner

Wisani Shilumani

Designed for iPad

    • 4.8 • 26 Ratings
    • Free
    • Offers In-App Purchases



Take control of your financial future with Simfolio's net worth tracking and retirement planning features. Plan, forecast, and achieve your financial goals effortlessly.

Simfolio helps you plan your finances and retirement through net worth tracking and forecasting, to give you peace of mind over your future financial well-being.

- Net worth tracking and forecasting
- Plan your retirement
- Set financial goals
- Learn from

Simfolio is a financial planner and retirement calculator app. The app lets you track a variety of assets in real-time, and see how they will all grow together without the need to use overly complicated spreadsheets.

Simfolio is the personal finance tool you want to keep on your side to help you plan for your future, with wealth forecasts, goal setting and retirement planners.

It is the smartest and easiest way to see into your investment portfolio's future.

Simfolio is the easiest and fastest way to see how your net worth will grow over time. Our financial planner tools help you see into your financial future.

Simfolio not only lets you track your net worth, but lets you track the performance of each of your investment accounts, and see how they will grow individually.

Simfolio lets you compare the performance of your individual assets to popular benchmarks like the S&P500, JSETop40, Bitcoin and more.

Simfolio lets you see if you're on track to retire with its retirement graph planning tool. Simply tag your accounts as retirement accounts, and see if you will be able to cover living costs in the future.

Simfolio acts with your best interests at heart. Your data is stored securely and is highly anonymised. We do not share your personal information with any third parties.

End-User License Agreement:

What’s New

Version 1.34.7

We are delighted to introduce the highly-anticipated AI voice assistant, a personalized guide designed to provide unparalleled insights into your investment portfolio, retirement planning, net worth tracking, and net worth forecasts. This cutting-edge feature is poised to revolutionize the way you manage your investments and overall financial journey, making it more efficient, convenient, and ultimately, more rewarding.

But that's not all there is to this update. Version 1.34.7 brings a notable addition – the skip login feature. This enhancement allows you to explore the app and its comprehensive functionalities without the immediate requirement of creating an account. Now, you can immerse yourself in the application's capabilities and truly grasp its potential in transforming your financial planning experience.

The excitement continues with our powerful new sharing feature. We now enable effortless sharing of your net worth tracking and forecasting successes, along with your retirement planning achievements, with others. Celebrate your financial milestones and inspire those around you by showcasing your accomplishments with a few simple taps. Whether you're achieving your net worth goals, making progress in your retirement planning, or aiming to secure your financial future, this feature allows you to share your journey effortlessly.

Our aim with this update is to elevate your financial planning experience to an unprecedented level. From the AI voice assistant, which provides valuable insights into investment strategies and retirement planning, to the seamless sharing capabilities, we are dedicated to empowering you to achieve financial success while embracing the journey with renewed enthusiasm.

Take the leap and update now to explore the remarkable features that will undoubtedly make managing your financial planning, retirement planning, net worth tracking, and net worth forecasts an absolute breeze. The power of this update lies in transforming your financial journey into a seamless and enriching endeavor. Download the latest version today and unlock the potential to share your financial triumphs with the world as you progress confidently towards your financial objectives.

Ratings and Reviews

4.8 out of 5
26 Ratings

26 Ratings

Theodore R. ,

Just what I needed.

Awesome app. Love the design elements and how simple it is to use. Makes knowing the benefit of investing & compound interest so much easier.

It would be great if future updates would allow me to link already existing investments and keep track track of them in the background.


Developer Response ,

Thank you so much for the lovely review Theodore! Super glad to hear that it's simplified investing and compound interest!

Thanks for the feedback on Account linking! It is quite the endeavour, but is slowly being added to the app. Are there any specific investment providers you'd like to see first?

Mistahbax ,

Financial Planning Made Easy

With the slow additions of linked accounts, this app is becoming a great tool to help me forecast and plan my savings. I am able to see projections and contribution forecasts. I am loving it and would highly recommend it.

Developer Response ,

Thanks so much for the great feedback! Happy to hear that you're enjoying the net worth projections, and that they're helping with planning your savings!

Here's to financial freedom! 🚀

Cam with the Horse ,

Brilliant App

Used to struggle with visualising how my portfolio will grow, but Simfolio has changed my entire perspective. 10/10 recommend it to people trying financially plan ahead.

Developer Response ,

Thank you so much for the great review Cam! Happy to hear that Simfolio has helped change your perspective on finances! Here's to staying on top of the financial future! :)

App Privacy

The developer, Wisani Shilumani, 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.

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

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