InvestP (Investment Portfolio) helps you manage your portfolio and expenses in a clear picture: all assets and liabilities, where the money goes each month, along with easily understandable integrated analysis.
For investors in Vietnam and anyone holding assets in multiple places. Available in Vietnamese and English.
TRACK ALL ASSETS
- Stocks, ETFs, open-end funds in Vietnam; stocks and ETFs in the US; crypto, with market prices automatically updated
- Gold and silver based on the prices of businesses, calculated by ounce or weight
- Time deposits, savings, bonds, cash, real estate, insurance, and pensions
- Loans, credit cards, and margin are all counted towards net worth
- Complete trade notebook: purchases, sales, dividends, interest and fees, personal income tax filled in and editable
- Supports USD and VND, self-managing exchange rates
SEE THE BIG PICTURE
- Net worth and fluctuations over time
- Profit and loss, asset allocation, and asset pyramid
- Emergency fund compared to your own goals
- Free code analysis and economic calendar in Vietnam and major markets
TRACK INCOME AND EXPENSES
- Record income (active, passive) and expenses (fixed, flexible: housing, food, transportation, health, travel…)
- Set a budget, enter actual spending each month, and compare the two figures
- Quickly view cash flow: savings rate, debt repayment ratio, the number of months your funds will last, and progress towards financial freedom
- 12-month spending trends, compared to the popular 50/30/20 rule
EASY TO UNDERSTAND ANALYSIS
- Portfolio health score based on five pillars: safety, diversification, risk, efficiency, discipline, accompanied by easy-to-understand remarks compared to popular personal finance principles
- Risk analysis, stress scenarios, projections, and deviations from target weights
- Spending analysis and cash flow scenarios, for example when income stops for 6 months or interest rates increase
- Optional AI analysis in easy-to-understand language
PRIVACY AND SECURITY
- Data is encrypted during transmission and when stored
- Lock the app with Face ID, Touch ID, fingerprint, or a separate 6-digit code, hide balances in multi-tasking screen
- No ads, no tracking, your data is never used to train AI models
- Never ask for your bank account or brokerage account. You enter your own assets
- Export CSV, complete backup, and delete the account along with all data in Settings at any time
PACKAGES
Free: tracking, net worth, allocation, profit and loss, performance, code analysis, economic calendar, CSV export, and backup.
Premium unlocks full advisor reports, risk analysis, scenarios and projections, portfolio balancing, 12-month spending trends, long-term history, CSV import, goals, recurring transactions, and app lock. Premium AI packages include additional AI analysis each day.
- Premium: $0.99/month or $10.49/year
- Premium AI: $1.99/month or $18.99/year, 1 AI analysis per day
- Premium AI Pro: $4.99/month or $41.99/year, 3 AI analyses per day
Annual packages come with a 7-day free trial for new subscribers (during the trial, AI uses the basic model). Prices are quoted in USD, and the store converts to local currency.
Packages are automatically renewed unless you cancel at least 24 hours before the end of the current period or trial ends. Payment through Apple ID account upon purchase confirmation or when the trial ends; manage or cancel anytime in App Store account settings.
Terms of use: https://investp.kaing.app/terms?lang=en
Privacy policy: https://investp.kaing.app/privacy?lang=en
IMPORTANT NOTE
InvestP is
Reviews & comments