iAssets — Investment Manager
FinanceUtilities

iAssets — Investment Manager

国斌 李 · released 17 Jul 2026 · Open in App Store ↗

Revenue 30d not estimated
Downloads 30d not estimated
Rating 5.00 3 reviews

No in-app products collected for this app.

RatingPrice
China100%35.00CN¥1.00 $0.15
United Arab Emirates<1%0AED 2.99 $0.81
Afghanistan<1%0$0.99
Antigua And Barbuda<1%0$0.99
Anguilla<1%0$0.99
Albania<1%0$0.99
Armenia<1%0$0.99
Angola<1%0$0.99
Argentina<1%0$0.99
Austria<1%0€0.99 $1.14

The store shows a different set in every country

Description

Asset Management — Your Personal Investment Manager

Core Features

Unified asset management: Cash, demand deposits, time deposits, wealth management, and provident fund organized by category, with expand/collapse and drag-to-reorder support

Stock portfolio management: Add Hong Kong, US, and A-share stocks (including on-exchange and off-exchange funds) in one tap, with full buy, add, sell, and position-close workflows

Real-time quotes: Automatically fetch the latest stock prices and exchange rates, with profit/loss updating in real time — no manual refresh needed

Today's P&L: Automatically tracks today's profit/loss amount and rate based on US trading days, so you can see gains at a glance

Profit curve: View return trends across multiple time ranges (Today / 7D / 30D / 180D / 360D)

Multi-currency support: Automatic conversion for CNY, USD, HKD, EUR, GBP, and JPY

Smart calculations: Automatically computes average cost, total P&L, dividend yield, position ratio, and other key metrics

Stock Management

Stock search: Quickly find stocks by code or name, covering HK, US, and A-share markets

Market filtering: Filter by US / HK / A-share to quickly locate the stocks you follow

Transaction records: Full history of every buy/sell operation (time, price, quantity, fees) at a glance

Dividend management: Records per-share dividends and tax rates, automatically calculating after-tax income and cumulative dividends

Flexible sorting: Sort by P&L amount, position size, or stock name, in ascending or descending order

Keep closed positions: Option to retain closed positions for easy review of past trades

Asset Overview

Total assets, total cost, total P&L, and total dividends — four core metrics on one screen

Real-time position ratio and dividend yield calculations to help you evaluate your investment structure

Multi-Language Support

Switch between 简体中文 / 繁體中文 / English with one tap, or follow the system language automatically

Data Security

iCloud sync: Data is automatically backed up to iCloud for seamless continuity across devices

Local-first: Works offline, with automatic sync once the network is restored

Design Philosophy

Dark theme: A professional dark interface that keeps the focus on your data

Simple and efficient: No ads, no community, no in-app purchases — back to the essence of investment management

Light and fast: Quick launch, smooth operations, no bloat

Perfect for every individual investor who takes their asset management seriously. For suggestions or feedback, feel free to contact the developer.