Sumio provides an overall picture of your financial standing. Download Sumio and get a complete picture of your assets and liabilities. Sumio helps you organize and track the value of your assets and liabilities, including your investments. It's designed to protect your privacy and security without requiring registration or any connection to your banking accounts. Use Sumio to calculate your Net Worth and keep track of your wealth. Get automatic market value updates for stocks, ETFs, and crypto-assets. Sumio is easy to use, just like your contacts app.
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Sumio App's answer:
Flutter, Dart, Google Cloud.
Sumio App's answer:
Essential financial metrics are automatically calculated – Net Worth, Total Assets, Total Liabilities. Multi-Currency – 100+ world currencies with automatic conversion to the default currency of your choice. Market Data – Automatic market value updates for stocks, ETFs, cryptocurrencies, precious metals, and other equities from U.S. and global markets. Backup & Sync – Back up and restore your data using your cloud storage account (Apple iCloud or Google). Privacy and Security – Privacy-first and secure from the get-go. You have complete control over your data. Security Lock – Secure access to Sumio with your Passcode, Face ID, or Touch ID. Custom Categories – Create your own categories for assets and liabilities. Visualisations – Clear and concise charts to easily evaluate your financial standing. Watchlist – Monitor the market value of stocks and crypto from the US and global exchanges. Gains & Losses – An overview of market value changes over time for your investments. Allocation – Charts illustrating the proportional distribution of your assets and liabilities.
Sumio App's answer:
Privacy-first and easy-to-use mobile app for managing money.
Sumio App's answer:
DIY investors and anyone who wants to take control of their money.
Sumio App's answer:
Independent dev team on a mission to develop privacy focused apps for financial planning.
Sumio App's answer:
Every user of Sumio is big. We appreciate anyone who is using our app.
Based on our record, Shrimpy should be more popular than Sumio App. It has been mentiond 6 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I'm considering setting up an automatic crypto index/automatic portfolio rebalancer for a portion of my holdings, and I'm playing around a bit with the tools at shrimpy.io. My plan is to include some of the top coins by marketcap and some coins that I believe in long term. I want the portfolio to rebalance by threshold, meaning that whenever a coin gains or loses value beyond a set percentage, the entire portfolio... Source: almost 2 years ago
Nobody mentioned https://shrimpy.io yet – it's a pay to play thing, but it's spot-on exactly what you're asking for, and it also has utility for rebalancing even when you are not "copy-trading.". Source: about 2 years ago
Hello All, I am looking for a platform like shrimpy.io but for stocks. I want to connect the platform using API with my stockbroker and create a weekly portfolio of stocks that will automatically place trades for me for ratio selected and execute stop loss when it reaches a level of loss. Good to have automatic sell all on take profit too. Any recommendations? Thanks in advance. Source: over 2 years ago
But please let us pick our rebalancing strategy! As in threshold rebalancing or frequency balancing. Threshold rebalance will rebalance when 1 asset deviates +/- % from it's target allocation %. Frequency balancing just rebalances every N days, N weeks, or N months. Also having a stop loss ability would be great, like if the portfolio value drops N % it triggers a stop loss. At least these are key features to how... Source: almost 3 years ago
Shrimpy just watches the profiles of good crypto traders and lets you subscribe portions or all of your portfolio to them. I think their incentive, besides earning their own money in the market, is shrimpy pays them based on how many subscribers they get etc. http://shrimpy.io I was skeptical as fuck at first but actually even as crypto was crashing these guys navigated things pretty well, a lot better than I... Source: about 3 years ago
For a while I was using a spreadsheet. I also tried apps like YNAB and Lunchmoney. Nowadays I'm using the Sumio app on Android: https://sumio.app/en. It's simple and does the job. Source: over 1 year ago
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