Everything visible
Your investments. In one place.
Track stocks, ETFs, funds, options and cash across multiple accounts.
Privacy-first portfolio analytics
Understand Your Portfolio Better.
Beautiful portfolio analytics for long-term investors.
Download on the App Store
iOS 17.0+ · iCloud Sync · Your data stays private
Product story
Calm analytics for complex portfolios.
Look through funds
See what you really own.
Understand your true exposure across sectors, regions and underlying assets.
Risk in context
Know your portfolio health.
Spot concentration, volatility and benchmark risks before they become problems.
Long-term behavior
Designed for long-term investors.
Go beyond daily price changes and understand long-term portfolio behavior.
Privacy
Your portfolio. Your data. Your control.
Your investment data is stored locally and synced privately through iCloud. Portfolio Insights does not sell your data.
Local First
Your portfolio starts on your device.
iCloud Sync
Sync privately through your Apple account.
No Selling Data
Your investment data is not a product.
Secure by Design
Built around personal control and platform security.
Pricing
Simple, honest plans.
Built for portfolio clarity, not growth-hacking.
Free
$0
Start with a clearer view of your portfolio.
- Portfolio tracking
- Basic assets overview
- Basic insights
- iCloud sync
Best for depth
Pro
Coming soon
Advanced analytics for serious long-term investors.
- Advanced portfolio analytics
- Holdings exposure
- Portfolio health score
- Benchmark comparison
- Performance insights
- Export reports
- Future IBKR sync
Start your journey to smarter investing.
Built for long-term investors who care about clarity.