Simfolio - Net Worth Tracker
Retirement calculator, planner
Free · In-App Purchases · Designed for iPad. Not verified for macOS.
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.
Features:
- 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.
CALCULATE YOUR RETIREMENT AND PLAN YOUR FINANCES
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.
TRACK ALL YOUR MONEY IN ONE PLACE
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.
COMPARE TO MARKET PERFORMANCE BENCHMARKS
Simfolio lets you compare the performance of your individual assets to popular benchmarks like the S&P500, JSETop40, Bitcoin and more.
PLAN FOR RETIREMENT
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.
YOUR DATA IS YOURS
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: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
more 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. Wonderful!
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?
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. Wonderful!
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?
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! 🚀
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.
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! 🚀
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! :)
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.
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! :)
You can’t manage what you can’t measure - Simfolio is great to consolidate and visualise your portfolio 🚀
Developer Response Thanks for the awesome review! Glad to hear the app is helping with the measuring of your investment portfolio!All the best! :) 🚀
You can’t manage what you can’t measure - Simfolio is great to consolidate and visualise your portfolio 🚀
Thanks for the awesome review! Glad to hear the app is helping with the measuring of your investment portfolio!All the best! :) 🚀
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.
1.34.7 02/08/2023
Get ready for an enhanced financial experience with our latest update.
Introducing the AI voice assistant, your personalized guide to understanding your investment portfolio like never before. This cutting-edge feature will make managing your investments easier, more efficient, and enjoyable, taking your financial journey to new heights.
But that's not all! In version 1.34.6, we've added a skip login feature, allowing you to explore the app and its incredible functionalities without the hassle of creating an account right away. Discover the power of our app firsthand and see how it can transform your financial planning experience.
And here's the exciting news: We've unleashed our powerful new sharing feature! Now, you can effortlessly share your net worth tracking and forecasting successes with others. Celebrate your financial milestones and inspire those around you by showcasing your achievements with just a few taps. Whether it's reaching your net worth goals or making progress towards your financial aspirations, sharing your journey has never been easier.
So, buckle up and get ready to elevate your financial planning to a whole new level. Update now and explore the remarkable features that make managing your finances a breeze. From the AI voice assistant to the seamless sharing capabilities, this update is all about empowering you to achieve financial success while enjoying the journey like never before.
Download the latest version and share your financial triumphs with the world!
1.34.6 15/07/2023
Introducing the AI voice assistant!
This feature is designed to make understanding your portfolio of investments a little easier, more efficient, and more enjoyable than ever before.
Version 1.34.5 also comes with a skip login feature to help you explore the app before committing to creating an account.
Take your financial planning to the next level with our cutting-edge app. And now, we're excited to introduce our powerful new feature that empowers you to share your net worth tracking and forecasting successes with ease!
With our innovative sharing feature, you can inspire and motivate others by showcasing your financial milestones like never before. Whether you're tracking your net worth, setting financial goals, or forecasting your progress, you can now share your achievements with just a few taps!
1.34.5 02/07/2023
Introducing the AI Chatbot analyst!
We are thrilled to present the latest update to our iOS app, featuring a cutting-edge AI chatbot that will transform the way you interact with your investment portfolio. This feature is designed to make understanding your portfolio of investments a little easier, more efficient, and more enjoyable than ever before.
Version 1.34.4 also comes with a skip login feature to help you explore the app before committing to creating an account.
Take your financial planning to the next level with our cutting-edge app. And now, we're excited to introduce our powerful new feature that empowers you to share your net worth tracking and forecasting successes with ease!
With our innovative sharing feature, you can inspire and motivate others by showcasing your financial milestones like never before. Whether you're tracking your net worth, setting financial goals, or forecasting your progress, you can now share your achievements with just a few taps!
1.34.4 04/06/2023
Introducing the AI Chatbot analyst!
We are thrilled to present the latest update to our iOS app, featuring a cutting-edge AI chatbot that will transform the way you interact with your investment portfolio. This feature is designed to make understanding your portfolio of investments a little easier, more efficient, and more enjoyable than ever before.
Take your financial planning to the next level with our cutting-edge app. And now, we're excited to introduce our powerful new feature that empowers you to share your net worth tracking and forecasting successes with ease!
With our innovative sharing feature, you can inspire and motivate others by showcasing your financial milestones like never before. Whether you're tracking your net worth, setting financial goals, or forecasting your progress, you can now share your achievements with just a few taps!
1.34.3 24/05/2023
Simfolio now supports your currency, no matter where in the world you are. Download it today and give it a try!
- Version 1.33.4 includes an improved sign-in flow and increased currency support
Take your financial planning to the next level with our cutting-edge app. And now, we're excited to introduce our powerful new feature that empowers you to share your net worth tracking and forecasting successes with ease!
With our innovative sharing feature, you can inspire and motivate others by showcasing your financial milestones like never before. Whether you're tracking your net worth, setting financial goals, or forecasting your progress, you can now share your achievements with just a few taps!
1.33.4 23/04/2023
Simfolio now supports your currency, no matter where in the world you are. Download it today and give it a try!
- Version 1.33.1 includes an improved sign-in flow and currency support
Take your financial planning to the next level with our cutting-edge app. And now, we're excited to introduce our powerful new feature that empowers you to share your net worth tracking and forecasting successes with ease!
With our innovative sharing feature, you can inspire and motivate others by showcasing your financial milestones like never before. Whether you're tracking your net worth, setting financial goals, or forecasting your progress, you can now share your achievements with just a few taps!
1.33.1 19/04/2023
Providing feedback has never been easier with our app's latest update. Our streamlined system allows you to share your thoughts and ideas with just a few taps, so you can help us improve and enhance your user experience.
- Version 1.33.0 includes an improved sign-in flow and onboarding
Take your financial planning to the next level with our cutting-edge app. And now, we're excited to introduce our powerful new feature that empowers you to share your net worth tracking and forecasting successes with ease!
With our innovative sharing feature, you can inspire and motivate others by showcasing your financial milestones like never before. Whether you're tracking your net worth, setting financial goals, or forecasting your progress, you can now share your achievements with just a few taps!
1.33.0 17/04/2023
Providing feedback has never been easier with our app's latest update. Our streamlined system allows you to share your thoughts and ideas with just a few taps, so you can help us improve and enhance your user experience.
- Version 1.32.9 includes bug fixes on adding financial accounts and an improved sign-in flow
Take your financial planning to the next level with our cutting-edge app. And now, we're excited to introduce our powerful new feature that empowers you to share your net worth tracking and forecasting successes with ease!
With our innovative sharing feature, you can inspire and motivate others by showcasing your financial milestones like never before. Whether you're tracking your net worth, setting financial goals, or forecasting your progress, you can now share your achievements with just a few taps!
1.32.9 16/04/2023
Providing feedback has never been easier with our app's latest update. Our streamlined system allows you to share your thoughts and ideas with just a few taps, so you can help us improve and enhance your user experience.
- Version 1.32.7 includes bug fixes on adding financial accounts.
Take your financial planning to the next level with our cutting-edge app. And now, we're excited to introduce our powerful new feature that empowers you to share your net worth tracking and forecasting successes with ease!
With our innovative sharing feature, you can inspire and motivate others by showcasing your financial milestones like never before. Whether you're tracking your net worth, setting financial goals, or forecasting your progress, you can now share your achievements with just a few taps!
1.32.7 12/04/2023
Providing feedback has never been easier with our app's latest update. Our streamlined system allows you to share your thoughts and ideas with just a few taps, so you can help us improve and enhance your user experience.
Take your financial planning to the next level with our cutting-edge app. And now, we're excited to introduce our powerful new feature that empowers you to share your net worth tracking and forecasting successes with ease!
With our innovative sharing feature, you can inspire and motivate others by showcasing your financial milestones like never before. Whether you're tracking your net worth, setting financial goals, or forecasting your progress, you can now share your achievements with just a few taps!
1.32.6 11/04/2023
Unlock the Future of Financial Planning with Our Latest App Feature: Share Your Net Worth Success!
Take your financial planning to the next level with our cutting-edge app. And now, we're excited to introduce our powerful new feature that empowers you to share your net worth tracking and forecasting successes with ease!
With our innovative sharing feature, you can inspire and motivate others by showcasing your financial milestones like never before. Whether you're tracking your net worth, setting financial goals, or forecasting your progress, you can now share your achievements with just a few taps!
1.32.5 07/04/2023
Introducing: Improved financial goal tracking
New in this version:
- Improved onboarding
- Upgraded goals & financial health tracking
- Track your financial health across various metrics: Emergency savings, net worth by age, savings rate and retirement readiness
- See a history of your financial health
- Support for all numerical locales
- Bug fixes for navigation items
1.32.0 28/03/2023
Introducing: Financial health & goal tracking
New in this version:
- Improved onboarding
- Upgraded goals & financial health tracking
- Track your financial health across various metrics: Emergency savings, net worth by age, savings rate and retirement readiness
- See a history of your financial health
- Support for all numerical locales
- Bug fixes for navigation items
1.31.4 04/03/2023
Introducing: Goal tracking
New in this version:
- Upgraded goals & financial health tracking
- Track your financial health across various metrics: Emergency savings, net worth by age, savings rate and retirement readiness
- See a history of your financial health
- Support for all numerical locales
- Bug fixes for navigation items
1.31.0 27/02/2023
Introducing: Financial health tracking & Goals
New in this version:
- Upgraded goals
- Track your financial health across various metrics: Emergency savings, net worth by age, savings rate and retirement readiness
- See a history of your financial health
- Support for all numerical locales
- Bug fixes for navigation items
1.30.9 25/02/2023
Introducing: Financial health tracking
New in this version:
- Track your financial health across various metrics: Emergency savings, net worth by age, savings rate and retirement readiness
- See a history of your financial health
- Support for all numerical locales
- Bug fixes for navigation items
1.30.8 19/02/2023
Introducing: Financial health tracking
New in this version:
- Track your financial health across various metrics: Emergency savings, net worth by age, savings rate and retirement readiness
- See a history of your financial health
- Support for all numerical locales
1.30.5 13/02/2023
Introducing: Financial health tracking
New in this version:
- Track your financial health across various metrics: Emergency savings, net worth by age, savings rate and retirement readiness
- Support for all numerical locales
1.30.1 28/01/2023
Introducing: Retirement calculator and financial planner tools.
New in this version:
- Bug fixes and performance enhancements on the retirement calculator
1.30.0 24/01/2023
Introducing: Retirement calculator and financial planner tools.
New in this version:
- Bug fixes and performance enhancements on the retirement calculator
1.29.8 19/01/2023
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.
Features:
- 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.
CALCULATE YOUR RETIREMENT AND PLAN YOUR FINANCES
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.
TRACK ALL YOUR MONEY IN ONE PLACE
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.
COMPARE TO MARKET PERFORMANCE BENCHMARKS
Simfolio lets you compare the performance of your individual assets to popular benchmarks like the S&P500, JSETop40, Bitcoin and more.
PLAN FOR RETIREMENT
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.
YOUR DATA IS YOURS
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: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
1.29.6 12/01/2023
Introducing: Retirement calculator and financial planner tools.
New in this version:
- Improved onboarding
- Improved Insights UI
- Stories
- Bug fixes
New features include over-the-air updates, goal-setting improved UI, bug fixes and Biometric auth to add a layer of security and privacy to your portfolio.
Simfolio is more than just a portfolio tracker, it’s an interactive way to see into your financial future!
This version also comes with new market-related insights, tagged posts, user account management, an improved UI for account addition, and lets you create richer community posts and manage T portfolios, and lets you add and track ticker symbols from your favourite stock symbols to your favourite cryptocurrencies. It also comes with a financial freedom checklist to see any important financial decisions you may be missing out on.
This version features an improved retirement planning screen and an improved UI for historical net worth and account balance charts.
Simfolio features automatic account linking to some favourite providers like EasyEquities, Luno, VALR, Ethereum, and Bitcoin, with more coming soon.
Personal finance is better when you’re connected to a community. The community section is a great place to talk to other personal finance enthusiasts who are just as excited about investing as you are. Give it a go!
1.29.3 23/12/2022
Introducing: Retirement calculator and financial planner tools.
New in this version:
- Improved Insights UI
- Improved onboarding flow
- Stories
- Bug fixes
New features include over-the-air updates, goal-setting improved UI, bug fixes and Biometric auth to add a layer of security and privacy to your portfolio.
Simfolio is more than just a portfolio tracker, it’s an interactive way to see into your financial future!
This version also comes with new market-related insights, tagged posts, user account management, an improved UI for account addition, and lets you create richer community posts and manage T portfolios, and lets you add and track ticker symbols from your favourite stock symbols to your favourite cryptocurrencies. It also comes with a financial freedom checklist to see any important financial decisions you may be missing out on.
This version features an improved retirement planning screen and an improved UI for historical net worth and account balance charts.
Simfolio features automatic account linking to some favourite providers like EasyEquities, Luno, VALR, Ethereum, and Bitcoin, with more coming soon.
Personal finance is better when you’re connected to a community. The community section is a great place to talk to other personal finance enthusiasts who are just as excited about investing as you are. Give it a go!
1.29.2 22/12/2022
Introducing: Simfolio Stories, keep up to date with the latest market insights and news without being bombed by notifications.
New in this version:
- Improved Insights UI
- Improved onboarding flow
- Stories
- Bug fixes
New features include over-the-air updates, goal-setting improved UI, bug fixes and Biometric auth to add a layer of security and privacy to your portfolio.
Simfolio is more than just a portfolio tracker, it’s an interactive way to see into your financial future!
This version also comes with new market-related insights, tagged posts, user account management, an improved UI for account addition, and lets you create richer community posts and manage T portfolios, and lets you add and track ticker symbols from your favourite stock symbols to your favourite cryptocurrencies. It also comes with a financial freedom checklist to see any important financial decisions you may be missing out on.
This version features an improved retirement planning screen and an improved UI for historical net worth and account balance charts.
Simfolio features automatic account linking to some favourite providers like EasyEquities, Luno, VALR, Ethereum, and Bitcoin, with more coming soon.
Personal finance is better when you’re connected to a community. The community section is a great place to talk to other personal finance enthusiasts who are just as excited about investing as you are. Give it a go!
1.29.1 21/12/2022
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.
more Version 1.34.7 02/08/2023
Data Not Collected The developer does not collect any data from this app.