Aseta - Net Worth Tracker

Aseta is a snapshot-first asset management app. No need to record every transaction, no bank login required -- track your net worth and asset allocation changes at lower cost.

SNAPSHOT-FIRST: TRACK NET WORTH THE SIMPLE WAY

Unlike budgeting apps that demand daily transaction logging or bank credentials, Aseta lets you record your asset balances at a point in time. Take a monthly snapshot to see how your wealth changes over time. It's that simple.

- Record balances at any frequency: daily, weekly, or monthly
- Add historical snapshots to build your trend retroactively
- Attach notes and income/expense summaries to each snapshot
- Set customizable reminders to keep your rhythm

POWERFUL ANALYTICS DASHBOARD

See the full picture of your financial health with professional-grade charts and metrics:

- Net worth trend over time
- Period contribution analysis (which assets drove growth?)
- Drawdown and volatility metrics
- Asset allocation pie charts and breakdowns
- Year-over-year and month-over-month comparisons

MULTI-CURRENCY, MULTI-LEDGER, MULTI-PERSPECTIVE

Manage complex portfolios with ease:

- Multiple currencies per asset with automatic exchange rate conversion
- Multiple ledger profiles (personal, family, scenario planning)
- Custom asset group perspectives: view by geography, risk level, liquidity, or any custom tag
- Sub-asset structure: break down accounts into parent-child hierarchies (e.g., brokerage with sub-portfolios)

GOAL TRACKING AND REBALANCING

Set financial goals and track your progress:

- Amount goals: target total assets, net worth, specific accounts, or tagged groups
- Allocation goals: set target ratios by account or tag group
- Deviation view: see how far your current allocation drifts from target
- Use deviation data to make rebalancing decisions

BUILT-IN FINANCIAL CALCULATORS

From tracking to decision-making in one app:

- FIRE calculator: estimate your financial independence timeline
- Compound interest withdrawal planner
- Debt avalanche calculator: optimize debt payoff order

PRIVACY-FIRST, OFFLINE-READY

Your financial data stays on your device:

- No bank login required -- ever
- No proprietary server storing your data
- Core data works fully offline
- iCloud backup and restore
- Cross-device sync via iCloud (Sync V2)
- Biometric lock with Face ID and Touch ID
- CSV export for auditing and migration

14 LANGUAGES SUPPORTED