This page is not an official page of the app or its developer, but an independent editorial publication created for informational and commentary purposes. Unless expressly stated otherwise, neither the app nor its developer is affiliated with, endorsed by, sponsored by, authorized by, or otherwise officially connected with MWM, Apple, Google Play, the app publisher, or the app's developer, and nothing on this page implies that the app was developed using MWM's services. Any trademarks, logos, screenshots, and other content remain the property of their respective owners.

OneMoney Asset&401(k)&IRA

Join 50,000+ privacy-conscious investors. Monitor your portfolio, retirement accounts, and wealth ranking in one secure place—no bank linking required.

Key Figures

Downloads

3K+

User Rating

4.0/5

Total Ratings

100

Publisher

Junta Shoji

Master Your Net Worth with Total Privacy

Track all your investments, retirement accounts, and financial independence goals in one secure dashboard designed for the modern investor.

Uncompromising Data Security

No bank linking or cloud accounts required. Your financial data is stored locally on your device, making it 100% protected from external hacks.

Benchmark Your Success

Instantly see where you stand with our Wealth Ranking feature. Compare your progress against the community and visualize your path to the top 1%.

FAQ

Frequently Asked Questions

Everything you need to know about OneMoney Asset&401(k)&IRA

What is the OneMoney app?

OneMoney is an asset management app that helps users track tax-advantaged accounts, retirement savings, stocks, mutual funds, and crypto assets in one place. It offers features like Wealth Ranking and secure, private data management.

Does OneMoney require bank linking?

No, OneMoney does not require bank linking. This design choice ensures zero risk of data breaches, protects personal information, and prioritizes user privacy.

Is OneMoney a secure and private asset management app?

Yes, OneMoney is built for security and privacy. It features no bank linking, no account requirements, offline functionality, local storage, and encrypted backups to protect user data from hacking and breaches.

What is the "Wealth Ranking" feature in OneMoney?

The OneMoney "Wealth Ranking" feature allows users to instantly see their position among all users and assess their wealth percentile in the national distribution. It helps visualize progress towards affluent status.

Can OneMoney track tax-advantaged accounts like 401(k) and IRA?

Yes, OneMoney is designed to track tax-advantaged accounts, including ISA, IRA, and 401(k). It visualizes investment performance for these accounts at a glance.

Does the OneMoney app offer a free trial?

Yes, OneMoney offers a 14-day free trial. This trial allows users to access and try all premium features without cost.

What analytics charts does OneMoney provide?

OneMoney Premium features include advanced analytics charts like area, bar, and ratio types. These are designed for tracking investment performance and visualizing asset trends.

How does OneMoney help visualize financial independence?

OneMoney helps visualize financial independence (FIRE) through its "Wealth Pyramid" feature. This shows user progress towards affluent and high-net-worth status, making wealth-building goals clear.

Can OneMoney manage crypto assets?

Yes, OneMoney manages various assets, including crypto assets. Users can customize categories for stocks, crypto, retirement accounts, and more.

Can I import data into OneMoney?

Yes, OneMoney supports CSV import. This feature allows users to migrate data from other apps and is useful for Excel analysis and tax filing.

Does the OneMoney app offer reporting features?

Yes, OneMoney offers monthly and annual reports as premium features. These reports provide auto-calculated month-over-month and year-over-year comparisons to visualize investment performance.

How does OneMoney calculate net worth?

OneMoney automatically calculates net worth by combining assets like stocks, bonds, crypto, and real estate with liabilities such as loans. It presents this information in portfolio management features.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

OneMoney Asset&401(k)&IRA - Line graph showing growth trends for total assets investments stocks and savings in the OneMoney app — Line graph showing growth trends for total assets investments stocks and savings in the OneMoney app

OneMoney Asset&401(k)&IRA - A mobile app interface from OneMoney displaying a wealth ranking dashboard with total net worth and percentile ranking. — A mobile app interface from OneMoney displaying a wealth ranking dashboard with total net worth and percentile ranking.

OneMoney Asset&401(k)&IRA - OneMoney mobile app dashboard showing asset allocation pie chart and net worth analysis — OneMoney mobile app dashboard showing asset allocation pie chart and net worth analysis

OneMoney Asset&401(k)&IRA - A smartphone displaying the OneMoney app portfolio screen with a colorful treemap chart of asset allocation and a total net worth summary. — A smartphone displaying the OneMoney app portfolio screen with a colorful treemap chart of asset allocation and a total net worth summary.

OneMoney Asset&401(k)&IRA - OneMoney app yearly summary showing net worth increase and growth trends — OneMoney app yearly summary showing net worth increase and growth trends

Description

◆ Trusted by 50,000+ Users ◆ Track Tax-Advantaged Accounts & Retirement Savings in One Place! See Your Wealth Ranking & Reach Your Financial Goals No Bank Linking Required – 100% Secure & Private OneMoney manages everything from stocks and mutual funds to crypto assets. Loved by beginners and seasoned investors alike. ◆ Popular "Wealth Ranking" Feature Instantly see where you stand among all users! "I made it to the top 30%!" "Almost reached affluent status!" Users love the motivation boost. ================ ■ Premium Features ================ 【Advanced Analytics Charts】 Unlock 3 chart types: area, bar, and ratio Perfect for tracking investment performance 【Wealth Ranking】 See your position in the national wealth distribution Instant wealth percentile assessment 【Monthly & Annual Reports】 Auto-calculated month-over-month and year-over-year comparisons Visualize your investment performance Track your tax-advantaged account returns at a glance 【Wealth Pyramid】 Visualize your path to financial independence (FIRE) See your progress toward affluent and high-net-worth status 【Category Analysis】 Ranked display of changes by category Instantly identify portfolio imbalances 【Ad-Free】 Focus on managing your wealth Stress-free experience ▼ 14-Day Free Trial ▼ Try all features free today! ================ ■ Built for Security ================ - No Bank Linking: Zero risk of data breaches - No Account Required: Protect your personal info - Works Offline: Complete protection from hacking - Local Storage: Your privacy comes first - Encrypted Backup: Safe device transfers Chosen by those who prioritize security. ================ ■ Perfect For ================ • Active Investors 　"Portfolio management made incredibly easy" • Tax-Advantaged Account Holders (ISA, IRA, 401(k)) 　"Finally easy to track my investment returns" • FIRE Seekers 　"I can visualize my wealth-building progress" • Privacy-Conscious Users 　"Chose this for the security focus" • Aspiring High-Net-Worth Individuals 　"Wealth ranking makes my goals crystal clear" ================ ■ Free Features ================ • Asset Trend Charts 　Visualize assets by day, week, month, or year • Portfolio Management 　Pie charts & heatmaps show your asset allocation 　Track changes: daily, monthly, yearly comparisons • Custom Categories 　Customize for stocks, crypto, retirement accounts & more • Assets & Liabilities Together 　Stocks, bonds, crypto, real estate, loans, and more 　Auto-calculated net worth • Input History 　View all past entries at a glance 　Easy editing and deletion • CSV Import/Export 　Migrate data from other apps 　Great for Excel analysis and tax filing • Dark Mode 　Switch between light and dark themes 　Easy on the eyes for comfortable use ================ ■ What Users Say ================ "Wealth ranking keeps me motivated" "Monthly reports made reviewing investments a habit" "CSV import made switching from another app easy" "Heatmap shows my allocation instantly" "Love the security of no bank linking" ================ ■ 3 Reasons to Start Today ================ 1. 14-day free trial available now 2. Trusted by 50,000+ users with top ratings 3. Privacy-first design for peace of mind Start serious wealth management with OneMoney today! #WealthManagement #Portfolio #TaxAdvantaged #FIRE #Investing ================ ■ Terms & Privacy ================ Terms of Use: https://cinnamonista.com/onemoney_terms Privacy Policy: https://cinnamonista.com/privacy