Portfolio Tracker - NestWorth
iOS app by Bryan Lai. Finance · Bryan Lai
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.2
- Listing last refreshed
- 2026-09-08
View the original store listing
Store description excerpt
Track your portfolio and net worth across all your accounts in one place. NestWorth is a portfolio and net worth tracker for people who want a clear view of their investments, cash and savings without linking bank, brokerage, retirement or crypto exchange accounts. ALL YOUR ACCOUNTS IN ONE PLACE Add the accounts and holdings you want to track manually. Organize brokerage accounts, stocks, ETFs, crypto, cash, fixed deposits, money market funds and retirement savings in one dashboard. SEE YOUR PORTFOLIO BREAKDOWN Understand how your portfolio is distributed across accounts and asset types. View portfolio allocation, account allocation and your overall net worth from one place. AUTOMATIC STOCK & CRYPTO PRICE UPDATES Supported stock and crypto prices update automatically, helping your portfolio values stay current without manually checking prices. Exchange rates are also refreshed for multi-currency tracking. TRACK PORTFOLIO PERFORMANCE Monitor your portfolio value and performance over time, review your holdings and see how your allocation changes. SET FINANCIAL GOALS Create financial goals, track progress and monitor milestones as your portfolio grows. KEEP TRACK OF MATURITIES Record upcoming maturity dates for assets such as fixed deposits so important dates stay visible. NO ACCOUNT LINKING REQUIRED NestWorth does not ask for your bank, brokerage, retirement or crypto exchange login details. You choose which accounts and holdings to add manually. NestWorth is designed for personal portfolio and net worth tracking. It is not a financial adviser, investment adviser, broker, bank, trading platform or custody service. Market prices and exchange rates may be delayed, estimated, incomplete or unavailable. Terms of Use (Apple Standard EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
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