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SnapshotAsset: Net Worth

by WEICHENG LIN more by this developer →

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Category: Finance

Description

SnapshotAsset is a personal asset management app built around one idea: a monthly snapshot of your net worth. It's not a traditional expense tracker — instead of logging every transaction, it helps you capture a full picture of your assets at the end of each month, so you can watch your net worth trend build up over time.

Key Features
・Five Asset Categories: Liquid Assets, Investments, Fixed Assets, Receivables, and Liabilities — see your complete financial picture at a glance
・Auto Price Fetching: Supports stocks and ETFs (Taiwan/US/Japan/China/Hong Kong), precious metals (gold & silver), and cryptocurrencies
・Multi-Currency Support: Assets in different currencies are automatically converted, so you can track your overall net worth in one view
・Trend Charts: Net worth trends, portfolio allocation, and month-over-month comparisons, all at a glance
・Asset Card Export: Generate a shareable snapshot image of your assets with one tap
・CSV Export: Export category totals or detailed line items, whichever you need
・Currency Converter: Instantly convert major currencies, gold, silver, and Bitcoin — no need to switch apps
・Custom Avatar & Nickname: Make your asset records feel like your own
・Multi-language: English, 简体中文, 繁體中文, and 日本語

AI Insights
・AI Title: AI analyzes your asset allocation this month and gives you a personalized title
・Monthly Insight: See exactly how and why your net worth changed compared to last month
・Annual Insight: Zoom out to see your whole year — how stable your progress was, and which month mattered most
・Goal & Compound Growth: Set a financial goal, and let the app calculate how much you need to save and for how long to reach it

Who It's For
For anyone who wants to regularly check in on their savings, investments, and overall wealth without being tied down to tracking every single transaction. SnapshotAsset isn't about "how much did that coffee cost" — it's about "what does my asset allocation look like at the end of this month."

Questions or suggestions? Feel free to reach out at contact@compoundwater.app

Terms of Service
This app's subscription services are governed by Apple's Standard End User License Agreement (EULA):
https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Please also review our Terms of Service:
https://snapshotasset.compoundwater.app/terms.html

Privacy Policy
https://snapshotasset.compoundwater.app/privacy.html

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Growth

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History

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