MoneyTrails
MoneyTrails - Investment Tracker
Professional Investment Accounting & Asset Management
MoneyTrails is a comprehensive investment portfolio management tool designed for investors. Whether you're trading stocks, holding funds, or managing diversified assets, MoneyTrails helps you clearly track every investment and its returns.
Core Features
Comprehensive management of your investment portfolio and insurance policies
Investment Accounting
Precisely record every transaction
Quickly record account deposits, withdrawals, and inter-account transfers. Track cash flow clearly with multi-currency support, automatic exchange rate conversion, and detailed transaction history.
Returns Analysis
Professional investment performance evaluation
Accurate account return calculation (using Modified Dietz algorithm), annual returns statistics and comparison, benchmark index comparison (S&P 500, CSI 300, etc.), intuitive asset curve charts, asset structure analysis, and portfolio optimization.
Dividend Portfolio Management
Professional dividend investment tracking
Create multiple dividend portfolios and set annual dividend targets. Record stock transactions with automatic position calculation. Estimate projected dividends based on TTM data, accurately track received dividends, and monitor target completion in real-time. Support global stock search, view historical dividend trends, and generate beautiful sharing images.
Policy Management
Protect your family coverage
Record and manage family insurance policies with complete information archiving. Smart renewal reminders ensure you never miss a renewal, with coverage analysis.
Smart Reminders
Never miss important tasks
Custom accounting reminders to build recording habits. Policy renewal reminders to avoid coverage gaps. Flexible reminder time settings.
Easy Sharing
Share financial info with family
Quick sharing of account and policy information with beautiful image templates. Support for PDF and other file format exports. Email group sharing for easy sending to multiple family members.
Product Highlights
Why Choose MoneyTrails
Professional Algorithm
Uses Modified Dietz method for accurate and reliable return calculations
Multi-Currency
Manage global assets with automatic exchange rate conversion
Privacy First
100% local storage, never uploaded to cloud. Your financial privacy is completely under your control
No Account Required
No registration needed, works offline. Your investment records and policies stay on your device only
Elegant Interface
Carefully designed UI with smooth and natural operation
Comprehensive Features
From accounting to analysis, from reminders to sharing, from dividend portfolios to policy management, everything you need
Screenshots
Intuitive view of MoneyTrails's beautiful interface
Frequently Asked Questions
Answers to your questions
How are returns calculated?
MoneyTrails uses the Modified Dietz method to calculate returns. This professional investment return calculation method considers the timing of cash flows to ensure accurate and reliable results.
Is my data secure? Will it be uploaded?
Absolutely secure! All investment records, transaction data, and policy information are 100% stored locally on your device and never uploaded to any cloud servers. Your financial privacy is completely under your control. No account registration required, avoiding account breach risks. Except for features like exchange rate updates, all core functions (accounting, return calculations, data viewing, etc.) work offline.
Which currencies are supported?
MoneyTrails supports major currencies including CNY, USD, HKD, EUR, and more. The system automatically fetches the latest exchange rates to help you manage global assets.
How many accounts can I manage?
MoneyTrails supports managing multiple investment accounts and policies. You can create separate accounts for different investment platforms and brokers, plus create summary accounts to view overall performance. Different versions support different account limits. Please check the in-app description for specific limits.
Do I need to register? Can I use it offline?
No registration required! Download and use immediately, avoiding account breach risks. Except for features like exchange rate updates, all core functions (accounting, return calculations, data viewing, etc.) work offline.