Private portfolio analytics
Portfolio Insights
Track assets, performance, exposure, and portfolio health across accounts.
Privacy
Personal portfolio records should stay personal.
Portfolio Insights is designed around local records, iCloud sync, and personal control instead of resale or account aggregation.
Local First
Your portfolio records are created and stored on your device first.
iCloud Sync
Sync across Apple devices through your own iCloud account.
No Selling Data
Your holdings, accounts, and transactions are not resold.
Secure by Design
Built around personal control and Apple platform security.