Portfolio tracking & analytics · iOS

Understand
what you own
— not just track it.

Every holding across every broker — stocks, ETFs, bonds, crypto and metals — with the real math behind each one and AI that explains what actually changed. Built for learning, not hype.

Free to start · iOS · English & Polish

  • Broker file imports
  • Licensed market data
  • Privacy-first
  • Not investment advice
9:41

Wallet

WALLET VALUE
Historical portfolio value for 1Y.
159 100
123 700
May 2025144 660.23 USDMay 2026
Market data may be delayed and is for informational purposes only.
Total P/L
0 USD
Total P/L %
0.00%
Market value
0.00 USD
Cost basis
0.00 USD
Wallet
Watchlist
News
Settings
A guided tour

Everything your portfolio needs, one clean screen at a time.

9:41

Wallet

WALLET VALUE
Historical portfolio value for 1Y.
159 100
123 700
May 2025144 660.23 USDMay 2026
Market data may be delayed and is for informational purposes only.
Total P/L
0 USD
Total P/L %
0.00%
Market value
0.00 USD
Cost basis
0.00 USD
Wallet
Watchlist
News
Settings
1Wallet

Your whole net worth, one dashboard

Every portfolio in a single view: historical value, total P/L, and market value — no spreadsheets, no tab overload.

9:41
Portfolio
ALLOCATION
BY WALLET
IKE40%
PLN22%
USD13%
mBank13%
IBKR5%
Metals4%
Crypto3%
BY ASSET CLASSBy sector
Stock73%
ETF20%
Commodity4%
forex3%
LARGEST HOLDINGS
CSPX.UK
IKE10%
Core S&P 500
PKN.PL
IKE6%
Orlen
MSFT.US
IKE6%
Microsoft
Wallet
Watchlist
News
Settings
2Allocation

See how you're really split

Allocation by wallet and asset class — plus your largest holdings, surfaced instantly, no digging required.

9:41
Portfolio
0Healthy
HEALTH SCORE

Excellent balance—your portfolio looks ideally spread. Recheck after big rallies in top names.

Portfolio display currencyPLN
Total P/L
≈ 0
Total P/L %
0.00%
Assets value
0
Cash balance
0
Market value
0
Cost basis
0
YTD
≈ 0
YTD %
0.00%
1d %
+0.00%
Wallets
0
Positions
0
Wallet
Watchlist
News
Settings
3Health

One score for the whole portfolio

A single health score plus every KPI that matters — P/L, market value, cost basis, YTD — in the currency you think in.

9:41
MSFT.US
OVERVIEW
Instrument identity and market context.
SymbolMSFT.US
ExchangeUS
CurrencyUSD
Typestock
Last503.81 USD
Day Δ-2.25 (-0.44%)
Last update:13 Aug 2026 at 02:00
FUNDAMENTALS
?
Market cap3.66T USD
P/E27.45
EPS17.94
P/B8.49
Enterprise value3.72T USD
EV / EBITDA18.01
PEG1.65
Revenue (TTM)331.84B USD
Net income (TTM)133.75B USD
ROE34.0%
ROA14.1%
Gross margin67.9%
Debt / equity0.71
Current ratio1.23
Dividend yield0.72%
Dividend / share3.64
Beta1.10
52-week range349.2 – 550.24
SectorTechnology
IndustrySoftware - Infrastructure
4Fundamentals

Every instrument, fully profiled

Market cap, P/E, margins, leverage and dividend yield — the fundamentals behind every price, one tap away.

9:41
NVDA.US

NVIDIA Corp.

CHART
?
+91.20 (+128.4%)↑ past 1Y
Closed: 12 Aug at 02:00 · Disclaimer
163.90
71.51
Aug 2025163.14Aug 2026
Volume
RSI (14)62.0
MACD (12,26,9)+2.155
💡 NVDA.US: RSI 62 · MACD histogram +2.155 → “orderly upside” momentum, no exhaustion signal yet.
5Chart

Every price, chart, and indicator

Full price history with RSI and MACD stacked right below the chart, plus a plain-language read of what they mean — the same signals professionals use.

Built for clarity

The calm dashboard for serious portfolios

Track, understand, and learn from the money you actually hold — across brokers, currencies and asset types.

Multi-portfolio wallet

Brokerage, crypto and metals books side by side, aggregated into one net-worth view.

Positions with real snapshots

Add holdings with buy date, cost and fees — quotes prefill where data exists. Quote-aware P/L.

Allocation & health

Break down by sector and instrument type, with a health score that flags concentration in plain words.

Historical value charts

Portfolio value over 1W to 5Y, rebuilt from your ledger — cash and positions over time.

Watchlist & instruments

Search by ticker or name, follow symbols, and open full instrument screens with charts and context.

Market news

General headlines with source and time — tap through to read, without the doomscroll.

Customizable layout

Choose which cards appear and in what order. Your layout syncs to your account.

English & Polish

A fully localized interface, light or dark, tuned for how you actually read numbers.

See it move

A quick look inside Alpha Investor

An animated walkthrough built from the real app UI — wallet value, instrument charts, and AI-scored insight, in motion.

9:41
IKE
WALLET OPTIMIZER
What-if rebalance for this scenario preset—educational, not a trade plan.
BalancedDefensiveGrowth
Preset caps: top-1 ≤28%, top-3 ≤60%
💡 Under balanced caps (top-3 ≤60%) you have ~31.6% of headroom — this preset shifts a slice from your largest position into mid-sized ones.
Why this matters
Top holding13.3% → 10.3%
Top-3 concentration28.4% → 26.8%
Illustrative shift~5 775.30 PLN
• Illustrative: shift ~10.0% of your portfolio from the largest position into mid-sized ones — a balanced posture, not a trade plan.
• Illustrative step 3: re-check concentration metrics if you change the scenario preset. Numbers are educational, not prescriptive.
POSITIONS
Close all
Grouped by symbol
Update wallet
55 positions · 27 Jul 2026
AlphabetGOOGL.US
2 565.30 PLN
×2 · 2 lots · 2024-11-21 – 2024-11-22
Portfolio Optimizer

See the trade-off before you make it

Simulate rebalance scenarios — balanced, defensive, growth — and watch concentration and top-holding weight shift in real time. Simulation only; nothing executes.

  • Illustrative, step-by-step rebalance walkthroughs
  • Top holding & top-3 concentration, before vs. after
  • “Why this matters” context on every step
9:41

Watchlist

ListScanCompare
SEARCH

Find by symbol or company name, then add to watchlist.

e.g. AAPL
WATCHLIST PREVIEW

Manage your tracked symbols in one place.

VZ.US
US
47.27 USD 0.51%
︿🗑
PZU.WA
WA
72.80 USD -0.36%
︿🗑
TTD.US
US
13.56 USD 1.27%
︿🗑
MSFT.US
US
503.81 USD -0.44%
︿🗑
Watchlist

Track the names you're actually watching

Search any symbol, add it to your list, and see live price and daily change at a glance — reorder or remove with a tap.

1 tapfrom search to tracked
9:41

News

HeadlinesBrief

Personalized updates for your portfolio and watchlist.

Morning Brief
Weekly
2026-08-13

Good morning. Today's market opens with mixed signals as some stocks exhibit positive trends while others face declines. Notably, JSW.WA and ABAT.US show upward momen…

• JSW.WA shows positive momentum but carries financial risks due to high debt.
• ABAT.US has seen a significant price increase, yet low profitability may impact long-term confidence.
• ARM.US's recent decline raises concerns, despite a favorable growth outlook.
PriceJSW · 8/12/2026, 6:03:03 PM
JSW.WA: uptrend meets low profitability
For you: The positive trend may enhance your portfolio's performance, but the financial risks wa…
PriceABAT · 8/11/2026, 6:04:30 PM
ABAT.US: uptrend meets low profitability
For you: The uptrend may offer short-term gains, but low profitability raises concerns. Monitor for p…
PriceARM · 8/11/2026, 9:12:09 PM
ARM.US moved -5.2%
For you: The decline may impact your overall portfolio performance significantly. Consider mon…
News · Morning Brief

Headlines when you want them, a brief when you don't

Switch between raw market headlines and a personalized Morning Brief that ties each move back to your own portfolio and watchlist — “for you,” not for everyone.

2modes: Headlines and personalized Brief
Import in minutes

Start with the portfolio you already have

Export a file from your broker and we map the positions automatically — no trading passwords, ever.

1

Upload your broker file

Export from your broker — we read positions and sell history.

2

Portfolio created

Your holdings appear in one unified book, with cost basis and history.

3

Analytics turn on

Allocation, performance, lenses and insights light up instantly.

XTBInteractive BrokersDEGIROTrading 212RevolutCustom CSVXTBInteractive BrokersDEGIROTrading 212RevolutCustom CSV
9:41
Portfolio

PORTFOLIO INSIGHT

?
Mixed signals

The portfolio exhibits strong diversification with moderate volatility and lower concentration risk.

Daily movements indicate a calm market environment.

Tape
4/5
Risk-on tape

Today's book is ~1.00% “weighted wiggle” (big moves in big lines count more). Loudest name PGE.PL 4.89%—just how bumpy, not up or down.

Diversification
5/5
Well spread

Diversification score 100/100—higher ≈ more spread-out weights. Lower ≈ a few names can swing the whole wallet.

Concentration
2/5
Lower concentration

Top 3 ≈ 20.0% of value (low in our simple model)—bigger share = more headline risk in a few names.

Breadth
5/5
Many drivers

Effective ≈26.2 “drivers” from weights, low concentration in any single name.

Wallet
Watchlist
News
Settings
Alpha Pro

AI that explains, instead of shouting

Alpha Pro turns your real weights into plain-language context: what deserves attention, why it matters, and which factors drove it. Always framed as education — never a trade signal.

  • Portfolio insight on your actual concentration and diversification
  • Per-holding lens rationale with the numbers behind each score
  • Coaching hints on allocation, KPIs and optimizer scenarios
  • New premium features first

Your whole wallet, read in four dimensions

Tape, diversification, concentration and breadth — the same deterministic read behind every insight, scored on your real weights, not a single holding cherry-picked to look good.

Tape4/5
Risk-on tape
Diversification5/5
Well spread
Concentration2/5
Lower concentration
Breadth5/5
Many drivers

Educational scoring — not a recommendation to buy, sell, or hold.

Educational software only — not investment, tax, or legal advice. No return promises.

9:41

Watchlist

ListScanCompare
INSTRUMENT SCANNER
Rank your watchlist with a scoring preset.
BalancedValueQualityGrowthLow risk
CUSTOM MODEL WEIGHTS
Adjust how each fundamental pillar contributes to Alpha Score.
Quality20%
Distress20%
Profitability20%
Leverage20%
Cash flow20%
WHY THIS RESULT?
TSM.US tops your balanced scan
Strongest pillar: profitability (90/100). Educational ranking of 62 instruments—not buy/sell advice.
#1
TSM.US
Strongest pillar: profitability (90/100)
88
1.68%
#2
GOOGL.US
Strong profitability · score 85
85
-0.08%
#3
ISRG
Strong leverage · score 83
83
0.01%
Instrument Scanner · Alpha Pro

Rank your watchlist, your way

Five scoring presets — or build your own by weighting quality, distress, profitability, leverage and cash flow — then see exactly why an instrument ranks where it does.

5presets, plus fully custom weights
9:41
GOOGL.US
ALPHA SCORE
?
Balanced · Fundamental read
85/100
Strong
Strongest pillar: profitability (90/100)
Quality78/100
strong financial quality

Piotroski F-Score 7/9 → strong financial quality. Higher F-Scores usually mean stronger fundamentals.

Distress85/100
low bankruptcy risk

Altman Z 16.55 → low bankruptcy risk. Higher Z in this model usually means lower distress risk.

Profitability90/100
solid returns

ROE 48.7% · ROA 13.0% · margin 60.9% → solid returns. ROE, ROA, and margin together describe return quality.

Leverage88/100
conservative balance sheet

D/E 0.43 · CR 2.01 → conservative balance sheet. Conservative debt and liquidity often mean more balance-sheet cushion.

Alpha Score · Alpha Pro

One score, every pillar, fully explained

Quality, distress, profitability and leverage rolled into one /100 number — with the full pillar breakdown behind it, citing the actual model (Piotroski F-Score, Altman Z) instead of a bare badge.

  • Full pillar breakdown, not just the headline number
  • Real citations: Piotroski F-Score, Altman Z, ROE/ROA/margin, D/E/CR
  • Same scale on every holding you own
9:41
GOOGL.US
SIGNAL READOUT
Mixed signals

GOOGL.US shows weak trend signals amid mid-range price levels.

• Neutral momentum suggests potential for cautious observation.

TECHNICAL LENSES
?
Trend
2/5
Weak

GOOGL.US: 1M -4.4% · session -3.8% → “weak”. Pressure shows in the window and today, not just one print.

Levels
3/5
Mid-range

GOOGL.US: Price 343.80 · support 314.90 · resistance 384.48 → “mid-range”. Levels are prior stalls, not guarantees. Breaks need follow-through, bounces need confirmation.

Technical Lenses · Alpha Pro

Trend, structure and levels — read for you

The same technical read a chartist would do by hand: trend direction, moving-average structure, and support/resistance — with an honest “insufficient data” instead of a guess when inputs are missing.

  • Trend, Structure, Levels and Volume, per instrument
  • Plain-language label plus the numbers behind every read
  • Never fakes a score — shows “—” when data is missing
And there's more

Everything else that comes standard

Multi-asset

Brokerage, crypto and metals — one wallet.

Morning brief

A personal push digest before markets open.

Watchlist

Track symbols, reorder, jump to detail fast.

App Lock

Face ID / passcode gate on sensitive screens.

Data export

Your data, exportable, on your terms.

Customizable layout

Choose which cards show, and where.

Splits handled

Ratios applied automatically, cost basis intact.

English & Polish

A fully localized interface, not a translation layer.

Light & dark

Tuned for how you actually read numbers.

Pricing

Free core tracking. Pro adds the intelligence.

The best free portfolio tracker on your phone — upgrade in-app when you want the full explained layer.

Free

$0
  • Unlimited portfolios, positions & imports
  • Quotes, value charts & allocation
  • Watchlist, news & instrument details
  • Health score & AI insight previews
Download free

Alpha Pro

Full AI
$9.99/ month
  • Full portfolio & instrument AI insight
  • All five lenses with rationale
  • Coaching on allocation, KPIs & optimizer
  • Market scanner, compare & morning brief

7-day free trial. Subscribe in the iOS app; cancel anytime in device settings.

FAQ

Questions, answered

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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Not investment, tax, or legal advice. Verify anything that would change your money.