Manage All Your Assets
Like a Fund Manager
Nested Folder Tree · AI Text/OCR Import · 4D Drill-Down Charts · 7-State Valuation
Say goodbye to scattered brokerage apps and tedious manual logging. iMoney empowers individual investors to break asset silos, organizing stocks, funds, gold, crypto, and cash into a clear hierarchical tree with real-time quotes and disciplined valuation guidance.
Nested Portfolio Tree · AI/OCR Smart Import · 4D Drill-Down · 7-State Valuation
¥1,284,302.55
+29,384.20 · +2.34% / 24h
4-D Drill-down View
Treemap and Sunburst charts providing deep-dive penetration across 4 dimensions: Folder Tree, Asset Class, Risk Profile, and Exchange Market.
Why We Built iMoney?
Most personal investors hold assets across domestic and overseas brokerages, mutual fund apps, bank wealth management, physical gold, and crypto wallets. Traditional expense apps are too flat to handle hierarchical portfolio clustering like 'Tech → Semiconductor → Individual Stocks', while professional hedge fund tools are prohibitively complex.
iMoney delivers institutional portfolio management principles in a streamlined personal format. Folders automatically roll up market value and returns, AI natural language and screenshot OCR parse holdings in seconds, and 4-dimension drill-down charts provide crystal-clear insights for disciplined rebalancing.
Break asset silos, enforce investment discipline, and master your entire wealth picture.
Core Architecture & Capabilities
Empowering personal investors with institutional tools and clarity
Unlimited Nested Asset Trees
Organize multi-tier folders (e.g. Root → Tech → Semiconductor → Stock). Market value, allocation ratio, and P&L automatically aggregate upwards with drag-and-drop flexibility.
AI Text & Screenshot OCR Import
Enter natural language statements or upload brokerage screenshots. AI parses structured positions in seconds and binds real market symbols.
Multi-Market Quote Routing
Seamless coverage across A-Shares, HK Stocks, US Equities, ETFs, Mutual Funds, Precious Metals, and Crypto with real-time valuation updates.
Multi-Dimension Drill-Down Charts
Treemap and Sunburst charts providing deep-dive penetration across 4 dimensions: Folder Tree, Asset Class, Risk Profile, and Exchange Market.
7-State Valuation & Strategy Engine
7 valuation tiers (Extremely Undervalued to Overvalued) paired with 3-tier capital safety reserves, featuring 3 official built-in investment strategies.
iOS Native & Web/PWA Seamless
Optimized for mobile and desktop workflows with secure local data caching to monitor your global portfolio anytime, anywhere.