Wealth & Asset Allocation
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
Use Aseta in your language: English, Arabic, German, Spanish, French, Hindi, Indonesian, Japanese, Korean, Portuguese (Brazil), Russian, Turkish, Simplified Chinese, Traditional Chinese.
WHO IS ASETA FOR?
- Individual investors tracking long-term wealth growth
- High-net-worth individuals managing complex multi-currency portfolios
- Family wealth managers overseeing shared assets
- FIRE movement followers planning for financial independence
- Privacy-conscious users who refuse to share bank credentials
- Expats and global citizens with assets in multiple currencies
- Anyone tired of transaction-by-transaction budgeting apps
Download Aseta and start tracking your net worth in under 2 minutes. One snapshot. Full clarity.
Privacy Policy: https://aseta.ulives.io/privacy-policy.html
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
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