Your assets.
A clearer picture.
Cash, stocks, funds, and more. See what you own in one place, without switching between accounts.
- Cash
- Deposits
- Stocks
- Funds
- Crypto
- Gold
Less upkeep. More perspective.
Record what you own. See how it changes.
The whole picture
Net worth, history, and allocation in one place. No more visiting every account to add it all up.
Holdings, without the ledger
Update your current balances and quantities. Add a cost basis to see unrealized gains and losses.
Start with a screenshot
Choose an asset screenshot. Text is recognized on your device, and you review each item before importing.
A clear view.
A lighter routine.
Track your holdings and gains. Start from a screenshot, then review each detail.
Every holding
Names, quantities, valuations, and unrealized gains.
Recognized. Then reviewed.
Check the asset, symbol, and quantity before you import.
Screenshots use test data to illustrate features, not investment performance.
Your overview.
Without handing over your accounts.
No bank or brokerage connection required. Screenshot text is recognized on your device. Records are stored locally, with personal iCloud sync available.
Asset searches and market quotes request information from the corresponding data providers.
A clearer place for your assets.
Caifolio. Net Worth & Portfolio Tracker.