PortiFi: Net Worth Tracker

iOS app by Cold Start Software LLC. Finance · Cold Start Software LLC

Store rating
5 / 5
Store rating count
7
Download price
Free to download
In-app purchases
Unknown
Version
1.8.9
Listing last refreshed
2026-09-10

View the original store listing

Store description excerpt

Import assets without a brokerage login. Track your portfolio, net worth, and every asset in one private iPhone app. PortiFi helps self-directed investors organize stocks, ETFs, crypto, cash, real estate, vehicles, collectibles, liabilities, and other holdings without the clutter of a generic finance app. See what you own, import holdings quickly, and review informational portfolio insights while staying in control of your data. TRACK EVERY ASSET - View stocks, ETFs, crypto, cash, and real estate together with vehicles, trading cards, sneakers, precious metals, and manual assets - Track liabilities and debts alongside assets for a true net worth - See portfolio value, allocation, holdings, watchlists, and price alerts - Review performance and allocation without bouncing between spreadsheets IMPORT YOUR WAY - Scan a brokerage screenshot with on-device OCR - Import CSV, OFX, QFX, or PDF brokerage files - Scan a VIN to add a vehicle with an estimated market value - Scan trading cards, sneakers, or barcodes to add collectibles with resale price lookups - Add holdings manually when you do not want to connect an account - Track public crypto wallet addresses when you choose STAY ON TOP OF IT - Set price alerts on the assets you care about - Add Home Screen widgets and Live Activities for your portfolio - Compare performance against market benchmarks and review sector breakdowns - Estimate the tax impact of a sale before you make it PRIVATE ON-DEVICE INSIGHTS PortiFi's portfolio insights run on your iPhone. They help you review diversification, concentration, cash allocation, volatility, and rebalancing drift for informational purposes. Your portfolio data is not sent to a cloud AI model. PRIVACY-FIRST BY DESIGN - Sensitive financial fields, including quantities, cost basis, notes, transactions, and liabilities, are encrypted before cloud sync - Camera scans and OCR run locally with Apple's Vision framework - No ads, no data selling, and no IDFA tracking - Optional iCloud backup stores encrypted portfolio backups in your private iCloud database; cross-device restore requires iCloud Keychain BUILT FOR CONTROL Use PortiFi as a manual portfolio tracker, a net worth dashboard, a stock and crypto tracker, or a place to monitor alternative assets. Import by screenshot or file, add holdings yourself, and use direct connections only when they make sense for you. PORTIFI PRO PortiFi is free to download. PortiFi Pro is an optional auto-renewing subscription for premium limits and Pro features. Pricing and trial availability are shown in the app before purchase and are managed through your Apple ID. PortiFi is built for investors who want clarity, speed, and privacy across stocks, crypto, and alternative assets. Portfolio insights and tax estimates are for informational purposes only and do not constitute financial, investment, tax, or legal advice. Market data may be delayed. Terms of Use: https://portifi.app/terms Privacy Policy: https://portifi.app/p

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