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  • iAssets — Investment Manager screenshot 1
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About iAssets — Investment Manager

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.

What’s new

Version 1.5.0 · Updated September 25, 2026

Added Theme setting: System / Light / Dark Red up, green down: toggle rise/fall colors Custom stock: manually add name, shares, price and currency, with optional image

App privacy

The developer, 国斌 李, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

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