FolioCrest

About

FolioCrest is a private, manual portfolio journal for seeing your assets as one clear picture. Record stocks, ETFs, digital assets, and cash without connecting a brokerage, bank, exchange, or market-data account. Enter the figures you trust, then use FolioCrest to organize, calculate, and visualize them. FEATURES - A focused dashboard for total value, cost basis, gain/loss, and history - Allocation views for asset classes and individual holdings - Interactive portfolio map, snapshot calendar, comparisons, and cash-flow views - Multiple portfolios for different goals or account groups - Buy, sell, dividend, deposit, and withdrawal records - Watchlist notes and manually entered target prices - JSON backup and restore, CSV import/export, and on-device PDF reports - Small, medium, and large Home Screen widgets - Light, dark, and system appearance - English, Simplified Chinese, Japanese, and Korean PRIVATE BY DESIGN Your records stay in the app's protected local container by default. Optional iCloud sync is off until you enable it and uses the private CloudKit database of your Apple ID. FolioCrest has no developer account system, advertising, analytics SDK, or developer-operated server. FolioCrest does not provide live or delayed market prices. It does not connect to financial accounts, execute trades, hold funds, or provide investment, legal, accounting, or tax advice. All values are based on information you enter and should be independently verified.