Fiduciary Apps

Sumio helps you organize and track the value of your assetsandliabilities, including your investments. It's designed toprotectyour privacy and security without requiring registration oraconnection to your accounts. Use Sumio to calculate your NetWorthand keep track of your wealth. Get automatic market valueupdatesfor stocks, ETFs, and crypto-assets. Features: – Automaticupdatesfor the market value of your stocks, ETFs, andcryptocurrencieswith market data from the US and global exchanges.– Acomprehensive tool for record-keeping and tracking of yourassetsand liabilities with automatic calculations of keyfinancialindicators, Net Worth, Total Assets, and TotalLiabilities. – Youcan track all kinds of assets and liabilities in100+ worldcurrencies, with automatic conversion to the defaultcurrency ofyour choice. – Analyze your assets and liabilities usingchartswith allocation by categories. – Review charts with valuetrendsand automatic calculations of changes in value over time. –Createcustom categories with their own colors and descriptions(PremiumSubscription feature). – Customize the Summary by addingyourfavorite indicators, categories, and individual assetsandliabilities. – Sumio supports more than 100 world currencieswithup-to-date exchange rates. – Sumio supports automatic marketvalueupdates for thousands of stocks, ETFs, cryptocurrencies, andotherequities from U.S. and global markets. Private and securealreadyfrom the get-go Your data stays on your device. Sensitiveandprivate data are not shared with anyone. No registrationoraccounts are needed. You don't have to connect the app toyourbanking or brokerage account to use it. You can create recordsasyou go and as you wish. You have complete control, and youstayanonymous. The app does not track you. There are no adswhatsoever.The business model of the app is based on a PremiumSubscription.Easy to use Like managing your contacts – it is justas easy tocreate records of your assets and liabilities in Sumio.Built-inautomatic calculations will give you an overview of yourfinancialsituation and automatically calculate the essentialfinancialindicators for you. Beautifully designed Modern charts anddarkmode make Sumio comfortable to use. You can even chooseyourpreferred colors and get the charts in colors you like.PremiumSubscription Try Sumio for free or subscribe to Premium tounlockall of the features and automation – tracking of unlimitedassets,creating custom categories, and using unlimited marketdata.Support: support@sumio.app PrivacyPolicy:https://sumio.app/en/privacy Terms ofUse:https://sumio.app/en/terms