![ROI App review social image ROI App review social image](png/roi_app_review_1200x628.png)
Tracking your net worth can help you make sure that you are staying on track to meet your goals. But if you have several investment accounts with various types of assets, it can be easier said than done.
ROI makes it simple to keep tabs on your net worth. It’s especially useful for investors with a wide range of assets in their portfolios. Here’s what you need to know about the ROI app.
ROI App Details | |
---|---|
Product Name | Net Worth Tracking Tool |
Services Offered |
|
Monthly Fee | $19.99 |
Promotions | None |
What Is ROI App?
The ROI is a net worth tracking tool that is designed to include all of your assets. Unlike some net worth trackers, which only track traditional investments, this app tracks the value of everything from stocks to sneakers and everything in between.
As of writing, the app is only available in the Apple App Store.
![ROI app homepage ROI app homepage](png/roi-app-homepage.png)
What Does It Offer?
Let’s take a closer look at what the ROI App has to offer.
Track A Wide Range Of Assets
If you are an investor who has branched beyond stocks and bonds into alternative assets, ROI makes it easy to track your net worth. You can include a big range of assets, which allows you to keep your net worth as accurate as possible.
As of writing, ROI allows you to include the following assets in your net worth:
- Stocks
- Company equity
- Liabilities
- Bonds
- Digital assets
- Crypto
- Cash
- Sneakers
- Watches
- Artwork
- Wine
- Precious metals
- Collectibles
- NTFs
- Cars
- Real estate
ROI supports over 10,000 accounts and crypto wallets across 16 chains.
With the ability to track such a wide range of assets, it’s likely that your net worth will be more accurate than if you used a more traditional platform. After all, not every platform allows you to include luxury items, like wine and watches, in your tracked net worth.
If one of the accounts or assets you invest in isn’t currently supported by ROI, send the team a message. It’s possible they are already working on adding the asset to the app. If not, they will add the asset to the list of things to eventually be added into the trackable assets.
One-Stop Trading
If you have multiple trading accounts, ROI gives you an opportunity to execute trades across multiple platforms. The unified trading experience doesn’t come with any extra fees, and can make it easier to trade in your existing accounts.
Copy Trades From Top Investors
You can copy top portfolios from selected investors, including names such as Warren Buffett, Nancy Pelosi, Michael Burry, and Jason Calacanis. But there are dozens of portfolios to copy within the app.
When you select a portfolio to copy trades from, you’ll need to select a brokerage platform that you have an existing account with, like Robinhood.
Optimize Your Net Worth
As you track your net worth, ROI allows you to look for ways to improve your investment portfolio. You can tap into insights, such as how many trades you’ve made in the last year and how your portfolio is doing compared to a benchmark, like the S&P 500. It also allows you to drill down into the fees embedded into your portfolio.
Other key insights include a breakdown of your portfolio’s asset allocation and an estimate of how long your emergency fund would last in a true emergency.
All of the information can help you make adjustments that could improve your portfolio performance. But if you aren’t interested in taking a deep dive into the numbers, the sheer amount of information might seem a bit overwhelming.
Are There Any Fees?
Yes, you’ll pay an ongoing fee to use the ROI app. You can choose to pay $19.99 per month, $44.99 per quarter, or $119.99 per year. But you won’t face any other fees.
How Does ROI App Compare?
ROI isn’t the only net worth tracking tool available. Here’s how it stacks up.
Kubera is a net worth tracking platform that includes alternative assets. It is available as via desktop, the Apple App Store, and the Google Play Store. The robust tracking tools earned Kuberua the spot as Editor’s Pick for Best Budgeting Apps of 2024.
Exirio is another platform that allows you to include a wide range of assets in your net worth tracking. In addition to alternative assets, such as crypto and luxury goods, you can track the cash you hold in foreign currencies. There is a free version or you can pay $10 per month for premium features.
Header | ![]() | ![]() | ![]() |
---|---|---|---|
Rating | |||
Pricing | $19.99 monthly ($119.99 paid annually) | $0 or $10 | Personal: $150/year Family: $225/year |
Net Worth Tracking? | |||
Supports Alternative Assets? | |||
Cell |
How Do I Open An Account?
The process for opening an account with ROI starts by downloading the app in the Apple App Store. Once downloaded, you can set up an account by providing your email, a password, and credit card information to pay for the subscription fees.
Once your account is created, you can start connecting your asset accounts. While sign-up is quick, someone with a long list of assets will likely spend more time connecting their accounts. But luckily, this is a one-time step.
Is It Safe And Secure?
The ROI app uses AES data encryption, which is bank-level security, to keep your data safe. Also, the app never saves your account credentials. Each time you want to make a transaction, you’ll need to pass biometric authentication.
Also, the company never sells your information. All in all, it’s a relatively robust security set up to keep your information protected.
How Do I Contact ROI App?
If you want to get in touch with support from ROI, you can send a message through the chat box on its website or through the available in-app support. Or you can send an email to support@getroi.app.
Although the ROI app is relatively new, it has earned 4.7 out of 5 stars in the Apple App Store. With 141 ratings so far, it’s off to a good start on the customer experience side.
Is It Worth It?
If you have alternative assets included in your portfolio, a traditional net worth tracking tool might not cut it. The ROI app delivers by providing a way to keep tabs on your net worth with a huge range of assets included.
The big drawback right now is that it’s only available for iOS users. With that, Android users will need to seek out another option. If ROI is not the best fit for you, consider one of the alternatives mentioned above.
ROI App Features
Account Types |
|
Fees |
|
Assets Supported |
|
Stock Trading | No |
Customer Service Email | support@getroi.app |
Mobile App Availability | iOS only |
Web/Desktop Account Access | Yes |
Promotions | None |
ROI App Review: Net Worth Tracking
-
Pricing and Fees
-
Ease of Use
-
Supported Assets
-
Tools and Features
-
Customer Service
Overall
Summary
The ROI app is a platform that allows you to track all of your investment accounts from one location. Pricing is $19.99 monthly, $44.99 quarterly, or $119.99 yearly.
Pros
- Track a wide range of assets, including crypto and luxury goods
- Connects to wallets on 16+ chains
Cons
- No free tier
- Support only available through email and chat
![Sarah Sharkey](jpg/sarah-sharkey.jpg.optimal.jpg)
Sarah Sharkey is a personal finance writer covering banking, insurance, credit cards, mortgages and student loans. She has written for numerous finance publications, including MagnifyMoney, Business Insider and ChooseFI. Her blog, Adventurous Adulting, helps young adults get a handle on their finances.
Editor: Colin Graves Reviewed by: Robert Farrington