Track your portfolio
Keep a clear view of assets, positions, transactions, and portfolio-level changes over time.
Privacy-first portfolio analytics
Portfolio Insights
See Beyond Performance
A privacy-first portfolio tracking and analytics app for modern investors.
Designed for clarity
Understand your portfolio from multiple angles.
Portfolio Insights helps you follow performance, allocation, exposure, and the underlying structure of your holdings without turning the app into a trading terminal.
Portfolio tracking
Performance analytics
Allocation insights
Exposure analysis
What it helps with
Built for long-term portfolio understanding.
Understand performance
Review returns, trends, and changes in portfolio value through clean analytics built for scanning.
Analyze allocation
See how your portfolio is distributed across assets, categories, regions, and account structures.
See hidden exposures
Look through top-level holdings to better understand concentration and underlying exposure.
Privacy first
Portfolio data is designed to stay under your control, with local storage by default.
Built for long-term investors
Focus on tracking, context, and decision support instead of short-term trading activity.
Privacy first
Your portfolio data should stay yours.
Portfolio data is stored on your device by default and may be synchronized through your own iCloud account when iCloud sync is enabled. We do not sell personal information.
Portfolio Insights does not provide trading, asset custody, brokerage services, or investment advice.
Disclaimer
Portfolio Insights does not provide financial advice, brokerage services, securities trading, or asset custody. All information is provided for personal tracking and informational purposes only.