8FIGURES: Portfolio Tracker
8FIGURES Inc. Finance iPhoneiPadiPod touch
8FIGURES: Portfolio Tracker is a free Finance app for iPhone and iPad by 8FIGURES Inc. Rated 4.6/5 from 67 ratings. Requires iOS 17.4.
- Rating
- 4.6
- 67 ratings
- Price
- Free
- on the App Store
- Size
- 85 MB
- Age 4+
- Updated
- Oct 22
- 2026 · v3.3.0
Screenshots
About 8FIGURES: Portfolio Tracker
Free portfolio & net worth tracker for serious investors, plus your personal AI investment team. 8FIGURES links your brokerages, banks, crypto, and private investments into one live picture of everything you own and owe. Prices, dividends, and coupons update automatically, and you see the real return on every position. No ads, no sales calls, no selling your data — we make money one way: optional advice from your AI investment team, for a flat subscription, never a percentage of your assets. 8FIGURES Inc. is an SEC-registered investment adviser. TRACK EVERYTHING YOU OWN • Stocks and ETFs with dividends • Crypto from exchanges and wallets • Bonds with coupons and YTM, maturity, duration • Real estate with linked mortgage • Equity compensation — RSUs, options, and ESPPs • Angel investments in startups — SAFEs and equity • LP stakes in private venture and PE funds ACCOUNT CONNECTIONS THAT WORK • Link nearly any US bank or broker — securely, in read-only mode • We also support many EU and UK banks • Link major crypto exchanges and wallets • Add any asset manually — any listed ticker supported NUMBERS YOU CAN ACTUALLY TRUST • Measure performance with IRR (Internal Rate of Return) — the metric professionals use and most brokers don't show • Slice and dice your allocation across asset classes, industries, and countries • Analyze returns with TWR (Time-Weighted Return) and MWR (Money-Weighted Return), so deposits and withdrawals don't distort your numbers • Multi-currency support for global investments ADD YOUR DEBTS TO SEE YOUR NET WORTH • Link your mortgage to your home to see your home equity • Add loans, credit cards, and tax liabilities • Track your net worth to reach your financial goals AN INVESTMENT TEAM IN YOUR POCKET Five specialized AI agents, led by an AI Investment Advisor that sees your full portfolio: • Portfolio Manager — builds and rebalances your allocation • Research Analyst — digs into every holding you own • Risk Officer — flags hidden concentration and challenges risky moves • Tax Advisor — optimizes for after-tax returns • Financial Planner — tracks progress to your goals The team monitors your portfolio 24/7 and shares news, alerts, and insights. Ask anything and get a straight answer grounded in your real numbers — what to buy, hold, or sell, and why. SECURITY FIRST • Bank-grade AES-256 encryption • Read-only access: 8FIGURES can't place trades or move your money • Secure account connections via Plaid and other trusted providers • Your data stays private — even our team can't access it without your approval • Export or delete your data whenever you choose TRUSTED BY INVESTORS Over 10,000 investors track $100M+ in linked assets with 8FIGURES. Featured by Forbes, Investopedia, Kiplinger, Yahoo Finance, and U.S. News. DISCLAIMER 8FIGURES Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. For additional information about our advisory services, please view our Form ADV Part 2A and Form CRS on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov. 8FIGURES provides investment guidance using software-based models and algorithms. Information in the app may be general in nature and is not legal or tax advice. Investing involves risk, and you are responsible for your decisions. 8FIGURES Inc. is acting as an agent of TrueLayer, who is providing the regulated Account Information Service, and is authorized and regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 and the Electronic Money Regulations 2011 (Firm Reference Number: 901096). 8FIGURES® is a registered trademark with the U.S. Patent & Trademark Office (Registration No. 7727610). Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula
Ratings & reviews
4.6
67 ratings
What’s new
Version 3.3.0 · Updated October 22, 2026
• 8FIGURES now runs full screen on iPad, with Split View, rotation and two panes on larger and foldable screens. • Adding an asset by hand is faster, with every form ready to type and missing details clearly marked. • Every purchase date in your portfolio now explains where it came from and is easy to change. • A broker connection that needs attention can now be fixed in the app, without adding it again. • The AI advisor shows each step as it works, and Try again re-asks an unfinished question.
App privacy
The developer, 8FIGURES Inc., reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Purchases: Purchase History
- Identifiers: User ID, Device ID
Used for: Developer’s Advertising or Marketing, Analytics, App Functionality
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Financial Info: Other Financial Info
- Usage Data: Product Interaction
- Contact Info: Email Address
Used for: Analytics, App Functionality
Alternatives to 8FIGURES: Portfolio Tracker
Looking for apps like 8FIGURES: Portfolio Tracker? Here are 6 similar apps on the App Store. The highest rated is WealthNX AI (5.0/5), and all 6 are free to download.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| 8FIGURES: Portfolio Tracker | 4.6 / 5 (67 ratings) | Free | October 22, 2026 | |
| Astor: Invest with AI | 4.7 / 5 (353) | Free | Oct 21, 2026 | Compare |
| WealthNX AI | 5.0 / 5 (6) | Free | Oct 15, 2026 | Compare |
| Tradebacon | 5.0 / 5 (16) | Free | Oct 19, 2026 | Compare |
| MyTruv - AI Money Manager | 4.9 / 5 (101) | Free | Oct 19, 2026 | Compare |
| Forecast: Budget & Track Money | 4.7 / 5 (208) | Free | Jul 4, 2026 | Compare |
| InsiderSignal - Trade Alerts | 4.5 / 5 (78) | Free | Jul 21, 2026 | Compare |