Sumio

Cố vấn tự động và quản lý tài sản

Xác minh và cập nhật hồ sơ Hồ sơ đã xác minh sẽ được hiển thị đầu kết quả tìm kiếm. Hãy xác minh ngay, chỉ mất vài phút. Thăm nom Báo cáo

An AI-driven financial management tool designed to help individuals monitor and organize their personal assets, liabilities, and investments securely and privately. It offers features such as effortless net worth tracking, automated portfolio monitoring across stocks, cryptocurrencies, ETFs, and precious metals, real-time market data updates, customizable categories and visualizations, multi-currency support, projection models for future wealth planning, and a privacy-first security system, all aimed at simplifying financial decision-making and long-term wealth building. This platform is ideal for private investors, financial enthusiasts, and anyone seeking an accessible, affordable, and secure way to gain clear insights into their financial health, optimize their investment strategies, and achieve their financial goals with confidence.

Sumio có thể được tìm thấy trong Robo-Advisors & Wealth Management Thể loại.

Các sản phẩm tương tự nhất với Sumio là:

Ziggma Được thăng chức → Wealthr Hồ sơ đã xác minh → Maxint →

Ảnh chụp màn hình

Video YouTube

Chi tiết

Các tính năng chính của Sumio

• Watchlist
  Monitor the market values of stocks and cryptocurrencies from worldwide exchanges.
• Market Data
  Sumio gets real-time market value updates for your investments from U.S. and global markets.
• Market Alerts
  Receive notifications about key changes in stocks and cryptocurrencies.
• Visual Charts
  Clear charts help you understand your financial situation easily.
• Support & Help
  Get assistance through FAQs or contact support if needed.
• Import Portfolio
  Add your stock and fund purchases to Sumio using an XLSX file.
• Allocation Charts
  Visual charts show how your assets and liabilities are divided.
• Custom Categories
  Create your own categories for assets and liabilities to organize your finances.
• Custom Indicators
  Create personalized indicators to track different groups of assets and liabilities.
• Financial Metrics
  It calculates important numbers like Net Worth, Total Assets, and Total Liabilities automatically.
• Data Backup & Sync
  Your data can be backed up and restored using your cloud storage account.
• Net Worth Tracking
  You can easily find out your total net worth to help make better money decisions.
• Portfolio Tracking
  Sumio automatically updates the value of your investments like stocks, ETFs, cryptocurrencies, and metals.
• Privacy & Security
  Your data is private and secure. You control your data with features like passcodes and biometric locks.
• Multi-Device Support
  Export your data and use Sumio on different devices.
• AI-Powered Assistance
  Sumio has an AI assistant that provides summaries and insights about stocks and funds.
• Financial Projections
  You can see how your Net Worth might change in the future with projection models.
• Multi-Currency Support
  You can use over 100 different currencies, with automatic conversions to your chosen default currency.
• Gains & Losses Tracking
  See how your investments' market values have changed over time.

Huy hiệu

<a href="https://saasbrowser.com/vi/saas/1318468/sumio" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/aaykshxwdbfyyoy7q3invjgze7iy" alt="Sumio - SaaS Browser Verified Badge" width="200" height="133" /></a>

Sao chép huy hiệu

<a href="https://saasbrowser.com/vi/saas/1318468/sumio" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/quwmffem1v1qrym7vt8eb2i5jyz0" alt="Sumio - SaaS Browser Verified Badge" width="200" height="133" /></a>

Sao chép huy hiệu

Các lựa chọn thay thế Sumio

Ziggma Được thăng chức

A comprehensive investment management platform provides tools for tracking an...

Wealthr

Hồ sơ đã xác minh

This comprehensive financial management platform consolidates various asset c...

Maxint

A comprehensive personal financial management platform organizes transactions...

Công nghệ được sử dụng

Xem tất cả công nghệ