Allocation
Allocation
Portfolio analytics · iOS
Know what to do.
Portfolio tracking and analytics for long-term investors.
Track your portfolio, understand what changed, and make better investment decisions.
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- Broker file imports
- Licensed market data
- Privacy-first
- Not investment advice
See your portfolio clearly
Comparison
Five lenses
Momentum
Charts
Signals
Portfolio insight
Valuation
Fundamentals
Portfolio tracking and analysis
One book from broker exports - not a generic watchlist.
1
Connect your brokers
Import via export files. No broker passwords.
2
Enrich with market data
Quotes and reference data for every holding.
3
Understand with insights
Allocation, risk lenses, and signals on your weights.
Portfolio intelligence
Analytics on your real weights - not a generic watchlist.
Portfolio allocation
Weights and drift across sectors and positions.
Risk concentration
Exposure flags tied to your book.
Valuation
Fundamentals-style context and lens scores.
Quality
Quality factors with plain-language rationale.
Growth
Comparable growth scores per holding.
Momentum
Trend and momentum on charts and scores.
Alpha Pro
Explained insights
What changed, why it matters, and which factors drove it.
Import your portfolio in minutes
Upload a broker export and start tracking your investments instantly.
XTBInteractive BrokersDEGIROTrading 212RevolutCustom CSV
Upload file
Export from your broker - we map positions automatically.
Portfolio created
Your holdings appear in one book.
Analytics available
Allocation, performance, and insights turn on.
Infrastructure
Market data infrastructure
Licensed APIs power quotes, fundamentals, and validation for every portfolio.
Historical prices
Performance context for holdings and your book.
Company fundamentals
Reference data for valuation lenses.
ETF metadata
Classification for equity and fund holdings.
Instrument discovery
Search and validate symbols across major listings.
Portfolio analytics
Allocation and risk enrichment on the server.
Market-wide coverage
Built for diversified books and scale as users grow.
Why now
More data. Same hard decisions.
More apps and quotes - but your book stays fragmented without context.
Data overload
Screens multiply. Holdings stay split across accounts.
Fragmented brokers
No single view of exposure, concentration, or performance.
Missing context
Numbers alone do not say what deserves attention now.
Alpha Investor unifies imports, market data, and explained analytics on the book you hold.
Trust and security
No broker credentials required
Import via export files - we never ask for trading passwords.
Privacy-first architecture
Your portfolio data stays scoped to your account.
Licensed market data
Quotes and reference data from licensed providers - not scraped broker sites.
Built for scale
Infrastructure built so imports and data workloads grow with users.
- Multi-broker books across currencies
- Global equities and ETFs
- Analytics at portfolio sync scale
Why investors choose Alpha Investor
Built for long-term holders managing real money across brokers.
See total exposure
One view when holdings span multiple accounts.
Know concentration risk
Signals on mix and concentration - inform, not alarm.
Compare on one model
The same lens scale on every holding.
Platform roadmap
Where the platform is heading.
Direction only - not commitments or dates.
Portfolio TrackingIn progress
Live on iOS: unified books, quotes, and performance.
Broker Connectivity
More brokers and smoother imports across accounts.
Portfolio Intelligence
Allocation, risk, and explained analytics on your book.
Research Workflows
Deeper research on your portfolio - not generic screens.
Investment Operating System
Multi-broker tracking and analysis built to scale.
Pricing
Plans
Free core tracking. Alpha Pro adds the full intelligence layer.
Free
$0
- Portfolios, quotes, and charts.
- Same privacy on your data.
- Upgrade in-app when ready.
Alpha Pro
Full AI$10/ month
- Signals from your portfolio weights.
- Five lenses with rationale.
- Chart, context, and AI in one view.
- New Pro features first.
Educational software only - not investment advice. No return promises.
Subscribe in the iOS app. Cancel anytime in device settings.
FAQ
Yes. Export positions from your broker and import the file in the app. No broker login or trading passwords required.
Start with your real portfolio
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