01
See your balance sheet
Assets, net worth and liabilities at a glance.
iAssets
Your assets, in one clear view.
Bring accounts, investments and liabilities into one view. Record changes, ask AI about your finances, and manage shared books with your family.
02
Manage money together
Keep personal books separate and share family books.
03
Ask about your assets
Find accounts, review changes and get a summary.
Features
From personal accounts to the family balance sheet.
Track, value, review and collaborate in one app. AI and family sharing continue to evolve; availability follows your app version.
01
Assets and net worth
Understand asset allocation, ownership and currency exposure in one view.
02
Investments and quotes
Track stocks, funds, ETFs, precious metals and crypto with available market valuations.
03
A clear view of debt
Bring credit cards, loans and other payables together with a dedicated liability card.
04
Multiple books, free to organize
Create personal, family or goal books and assign accounts to their owners.
05
One shared family book
Invite family through iCloud to view or manage accounts and changes according to their permissions.
06
An AI asset assistant
Ask by text or voice to find accounts, review large changes or summarize your finances. Confirm data edits before they run.
Everyday tracking
Keep everyday records. Understand long-term changes.
From a balance adjustment to a monthly review, keep the history and views you need.
History and calendar
Review account changes by date, with trends and a calendar for context.
Multi-currency totals
Keep each account in its original currency and view totals in your chosen base currency.
Goals and progress
Set an asset goal and see progress and the amount still needed.
A dashboard that fits you
Choose card order and visibility, with donut or pie charts for distributions.
Privacy and access controls
Use passcode, biometrics and auto-lock. AI requests go to the model service you configure.
Sync and backup
Everyday records stay local. Pro adds optional iCloud sync and cloud backup.
Pricing
Start free. Choose Pro when you need more.
Multiple books and family member management are free. Choose yearly or lifetime Pro for iCloud sync, shared family books and market data.
Free
$0
Manage accounts, multiple books and family members.
Get started- Multi-currency asset tracking
- Native, ad-free design
- Account booksUnlimited
- iCloud sync across devices
- Family member management
- Shared family books via iCloud
- Market quotes and valuationsStocks, funds, metals and crypto
- AI asset assistantBring your own model service; provider charges may apply
Yearly Pro
$1.49/yr
Pay yearly to support the healthy growth of the software.
Subscribe yearly- Multi-currency asset tracking
- Native, ad-free design
- Account booksUnlimited
- iCloud sync across devices
- Family member management
- Shared family books via iCloud
- Market quotes and valuationsStocks, funds, metals and crypto
- AI asset assistantBring your own model service; provider charges may apply
Lifetime Pro
$9.99
One-time purchase, lifetime updates.
Buy lifetime- Multi-currency asset tracking
- Native, ad-free design
- Account booksUnlimited
- iCloud sync across devices
- Family member management
- Shared family books via iCloud
- Market quotes and valuationsStocks, funds, metals and crypto
- AI asset assistantBring your own model service; provider charges may apply
Prices vary by region and promotion. The in-app purchase screen shows the final price. AI requires a configured model service, which may charge separately.
Ecosystem
Banks, platforms and ecosystem partners
Explore related banks, finance platforms and community projects.
HSBC
Standard Chartered Bank
DBS Bank
Charles Schwab
IBKR
China Galaxy Securities
GF Securities
Dongguan Securities
Hang Seng Bank
Starryblu
Panda Remit
flyBay
Plural AtlasFAQ
Before you get started.
What can I do for free?
Manage multi-currency accounts, multiple books and family members. iCloud sync, shared family books and market data require Pro.
How do I use the AI assistant?
Configure a supported model service and API key in Settings, then ask by text or voice. Data edits require confirmation. Check AI responses against your original records.
Is my data sent to AI?
When you use AI, your question and the asset context needed for it are sent to your configured model service. Regular records are stored locally, with optional iCloud features.
How is family management different from sharing?
Family management organizes members and account ownership. Sharing invites others through iCloud to access the same book with assigned permissions.
Are investment quotes real-time?
Multiple stock markets, funds, ETFs, metals and crypto are supported. Coverage, delays and refresh intervals depend on the market and data source.
Which devices and languages are supported?
Built for the Apple ecosystem with Simplified Chinese, Traditional Chinese, English, Japanese and Korean. The app is named 知盈 in mainland China and iAssets elsewhere.