Download Sumio for iOS & Android
Start tracking your net worth, investments, and liabilities with complete privacy. Sumio is free to download with on-device encryption, automated market data updates, and multi-currency support.
Privacy First
All data stays on your device by default with 256-bit AES encryption. No personal IDs or account linking required.
Global Markets
Automatic market data updates across stocks, ETFs, crypto, precious metals, and currencies in 50+ exchanges worldwide.
Cross-Platform
Available natively on iPhone, iPad, and Android devices with optional encrypted cloud backup.
Frequently asked questions
If you have anything else you want to ask, reach out to us.
What can Sumio help me with?
Sumio provides answers to important questions related to financial analysis and planning. What is my Net Worth and how is it evolving? What is the total value of my assets and liabilities? How are my assets and liabilities allocated? What are the market value and allocation of my portfolio and investments? How are my portfolio and investments evolving?
Do I have to use the AI features?
No. Sumio tracks your net worth whether you ever open the assistant or not.
What data does Sumio get about me?
We don’t know anything about you personally. We do not collect any personal IDs. If you decide to create a Sumio account, you just need to share your email address with us. The app is not following you. We do not spy on you. We only get diagnostics and analytics to help us ensure the quality of the app and understand if Sumio features work.
Do I have to enter the data about my assets and liabilities manually into the app?
Yes, but it’s as easy as creating contacts or storing phone numbers. Sumio automatically updates the currency exchange rates and market values of your investments (stocks, funds, ETFs, cryptocurrencies, precious metals).
Where is the data stored?
By default the data is stored on your device – your phone or a tablet on which you have installed the app. Data is encrypted using advanced encryption standards, similar to banking applications.
What happens to my data when I run an analysis?
Your records stay on your device. Running an analysis sends the figures that question needs to an AI provider so it can produce the answer, and that happens only when you tap to ask. Our privacy policy has the detail on which providers we use.
What currencies does Sumio support?
Sumio supports more than 100 world currencies. You can choose from all major world currencies, but also exotic ones. Sumio automatically converts values from other currencies to the default currency of your choice.
For which markets can Sumio obtain data?
Sumio has market data for stocks, ETFs, funds, crypto assets, Forex, precious metals, and other equities from more than 50 markets (exchanges in the USA, Canada, Europe, Asia, South America, and Africa). We are constantly working on adding more market data.
Can I connect Sumio with my broker, wallet, or bank?
Sumio works without linking accounts. You choose how data gets in: type it, import a spreadsheet, or connect an account when optional integrations are available.
Can I just use these prompts in ChatGPT?
Yes, and we publish them for that. You'll be typing your balance sheet in by hand each time, and the answer will be as current as the moment you typed it.
What languages are the prompts in?
English, Czech, German, Spanish, French and Polish.
What is your business model?
Our business model is based on premium subscriptions. We are independent developers and we offer the app as a premium product to users who want comfort and privacy when managing their finances.
Are you financial advisors?
No, we are not financial advisors. We are not affiliated with any bank or financial institution. We are a start-up founded with the ambition to build privacy-first products for financial planning and wealth management.
What benefits do I get with a Premium Subscription?
You unlock all Sumio features. You can track an unlimited number of assets, create your own categories and indicators, get unlimited market data, set unlimited notifications, use Security Lock, and more. Premium is available with a free trial.