Chart standing · US
What changed · US
Listing changes AppTracker has observed for this app in this storefront — new versions, price moves, rating shifts, and store copy.
· Added dedicated cash accounts for bank accounts and digital wallet balances. · Added cash activity for recording balance increases and decreases. · Added same-currency transfers between cash accounts. · Position changes can now settle through a selected cash account automatically. · Newly recorded linked position and cash operations can now be undone with one tap. · Batch position closing can now settle proceeds into a selected cash account. · Closing a cash account now keeps its complete cash activity history. · Deleting erroneous cash-account or market-asset records now recalculates affected cash balances. · Added a system shortcut for recording position changes from Shortcuts, the Action Button, or Back Tap. · Added support for bank wealth products. · Added Webull market data for search, quotes, and price history. · Fund search now includes Hong Kong fund and Yahoo ISIN indexes. · Added configurable decimal precision for displayed amounts. · Added full editing of position-adjustment history. · Added an option to include untagged assets in tag-grouped holdings. · Added asset and liability contribution details to the earnings calendar. · Added targeted historical-price redownload by date range and selected assets. · Added historical-price repair directly from the earnings calendar. · Added an original-currency value column to the asset table. · Position closing now records an exact time for more accurate same-day ordering. · Pinned totals at the bottom of long asset tables. · Improved incremental progress reporting during historical backfill. · Batch actions and deletion confirmations now show their scope and retained history more clearly. · Updated the default tag groups for new portfolios. · Enabled newly added data sources automatically after app updates. · Fixed gesture conflicts in asset detail charts. · Fixed saving market assets while quote services are temporarily rate-limited. · Fixed calculations with zero or negative average cost. · Fixed period totals in the earnings calendar. · Fixed inconsistent daily changes across the overview, trends, and earnings calendar. · Improved historical price backfill request scheduling. · Fixed historical backfill retries during CoinGecko rate limits. · Fixed Sina Finance quote symbols for class shares. · Fixed asset table totals alignment with data columns. · Fixed incomplete historical data repair after restoring from iCloud. · Fixed performance results disappearing when history is temporarily unavailable for some assets.
Ratings breakdown · US
The star breakdown behind this app's rating in this storefront.
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About
WorthTrail is a private net worth and portfolio tracker for people who want a clear picture of every asset and debt without handing over bank logins. SEE YOUR WHOLE NET WORTH View net worth, total assets, liabilities and daily changes in one clear dashboard. Track stocks, ETFs, funds, crypto, property, private investments, custom assets, debts and short positions together. ORGANIZE YOUR PORTFOLIO YOUR WAY Use flexible tag groups for accounts, family members, industries, regions, strategies, goals or risk levels. Switch perspectives without duplicating holdings, understand allocation at a glance, and arrange Overview and Analysis modules around what matters to you. UNDERSTAND RETURNS OVER TIME Build history with automatic records and snapshots, then review daily, weekly, monthly and yearly P&L. Track cost basis, realized and unrealized returns, net worth growth, drawdowns and recovery across flexible date ranges. TRACK GLOBAL MARKETS AND CURRENCIES Refresh supported market prices, use historical quotes and manage custom assets. Multi-currency conversion brings USD, EUR, GBP, JPY and other currencies into one consistent view. EXPORT EXCEL AND PDF REPORTS Export structured Excel workbooks for deeper analysis and polished PDF reports for archiving or sharing. Widgets keep important trends close at hand. PRIVACY BY DESIGN Your data stays on your device by default and can sync through your private iCloud database. WorthTrail requires no bank login and includes no ads or third-party analytics SDKs. Face ID or password lock adds another layer of protection. Flexible tag groups organize your assets, and automatic daily records build a consistent asset history. WorthTrail is for asset recording and analysis only. It does not provide investment advice. Market data may be delayed, incomplete or inaccurate. Please refer to your actual accounts and official data. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
What's new · 1.4.18
· Added dedicated cash accounts for bank accounts and digital wallet balances. · Added cash activity for recording balance increases and decreases. · Added same-currency transfers between cash accounts. · Position changes can now settle through a selected cash account automatically. · Newly recorded linked position and cash operations can now be undone with one tap. · Batch position closing can now settle proceeds into a selected cash account. · Closing a cash account now keeps its complete cash activity history. · Deleting erroneous cash-account or market-asset records now recalculates affected cash balances. · Added a system shortcut for recording position changes from Shortcuts, the Action Button, or Back Tap. · Added support for bank wealth products. · Added Webull market data for search, quotes, and price history. · Fund search now includes Hong Kong fund and Yahoo ISIN indexes. · Added configurable decimal precision for displayed amounts. · Added full editing of position-adjustment history. · Added an option to include untagged assets in tag-grouped holdings. · Added asset and liability contribution details to the earnings calendar. · Added targeted historical-price redownload by date range and selected assets. · Added historical-price repair directly from the earnings calendar. · Added an original-currency value column to the asset table. · Position closing now records an exact time for more accurate same-day ordering. · Pinned totals at the bottom of long asset tables. · Improved incremental progress reporting during historical backfill. · Batch actions and deletion confirmations now show their scope and retained history more clearly. · Updated the default tag groups for new portfolios. · Enabled newly added data sources automatically after app updates. · Fixed gesture conflicts in asset detail charts. · Fixed saving market assets while quote services are temporarily rate-limited. · Fixed calculations with zero or negative average cost. · Fixed period totals in the earnings calendar. · Fixed inconsistent daily changes across the overview, trends, and earnings calendar. · Improved historical price backfill request scheduling. · Fixed historical backfill retries during CoinGecko rate limits. · Fixed Sina Finance quote symbols for class shares. · Fixed asset table totals alignment with data columns. · Fixed incomplete historical data repair after restoring from iCloud. · Fixed performance results disappearing when history is temporarily unavailable for some assets.
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