Sumio: Net Worth Tracker

Store description excerpt

Elevate your financial journey with Sumio, the ultimate AI-powered net worth and portfolio tracker designed to simplify portfolio tracking and net worth management. Whether you're an avid investor or just starting, Sumio provides the tools you need to monitor your wealth, track your investments, and make informed financial decisions. Master Your Portfolio and Net Worth with Cutting-Edge Features Dynamic Watchlist: Stay on top of the market with real-time updates for stocks and crypto from U.S. and global exchanges. Your personalized watchlist ensures you're always in the loop. Intelligent Gains & Losses Tracking: Gain insightful overviews of your portfolio's performance with a detailed analysis of market value changes over time. Comprehensive Allocation Insights: Visualize your asset allocation with intuitive charts that illustrate the distribution of your assets and liabilities. Automatic Key Metrics Calculation: Instantly access essential financial metrics such as Net Worth, Total Assets, and Total Liabilities, all automatically calculated to give you a clear picture of your financial health. Market Data: Receive automatic updates for stocks, ETFs, cryptocurrencies, and precious metals. Leverage our AI integration to turn market data into actionable insights. Multi-Currency: Manage finances globally with support for over 100 world currencies, complete with automatic conversions to your default currency. Projections: Use Sumio's projection models to forecast your Net Worth's evolution and make strategic financial plans. Robust Security Lock: Protect your financial data with Passcode, Face ID, or Touch ID. Your security is our priority. Custom Indicators & Categories: Tailor your financial tracking experience by creating custom indicators and categories for your assets and liabilities. Seamless Portfolio Import: Effortlessly import your stock and fund purchases using an XLSX file to get started quickly. AI Assistant for Insights: Let AI generate comprehensive summaries and insights for your stock and fund portfolios, giving you the edge in decision-making. Multi-Device Sync: Export your data to access Sumio across all your devices, ensuring your portfolio tracker is always within reach. Proactive Notifications: Stay informed with timely alerts on market data values of stocks and crypto assets. Engaging Visualizations: Navigate your financial landscape with ease using clear, concise charts that enhance your understanding of your net worth. Customize Your Financial Journey Sumio puts you in control by allowing you to customize your financial experience. Create custom categories and indicators with their own colors and descriptions to organize your assets and liabilities. Personalize the Summary section by adding your favorite indicators, categories, and individual assets and liabilities. With support for over 100 world currencies and up-to-date exchange rates, Sumio ensures that you have accurate and relevant information at your f

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