Briefcase - AI portfolio
Ugochukwu Nwune Finance iPhoneiPadiPod touch
Briefcase - AI portfolio is a free Finance app for iPhone and iPad by Ugochukwu Nwune. Rated 5.0/5 from 3 ratings. Requires iOS 15.1.
- Rating
- 5.0
- 3 ratings
- Price
- Free
- on the App Store
- Size
- 50 MB
- Age 4+
- Updated
- Aug 26
- 2026 · v1.4.0
Screenshots
About Briefcase - AI portfolio
Briefcase is your personal comprehensive portfolio management dashboard. It allows you to monitor all your assets ranging from stock, bonds, to crypto, even cash and physical goods. The app monitors price fluctuations in your holding and generates AI insights based on your asset performance to guide investment decisions. End user license agreement https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
What’s new
Version 1.4.0 · Updated August 26, 2026
Australian market support Track ASX shares, ETFs, and hybrids with live pricing in AUD. Search now shows each listing's exchange and currency, so you add the right one. Multi-currency portfolios Every holding keeps its own currency, and your total converts to a base currency you choose — no more AUD and USD mixed together. Saved conversations Ask AI chats now save automatically. Reopen or delete past conversations from the history icon. Bug fixes Subscription screen now shows your exact trial terms. Search results are no longer cut off, and charts load correctly for holdings.
App privacy
The developer, Ugochukwu Nwune, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Briefcase - AI portfolio | 5.0 / 5 (3 ratings) | Free | August 26, 2026 | |
| PieFolio AI: Portfolio Tracker | – | Free | Oct 20, 2026 | Compare |
| TraderCapital | – | Free | Aug 6, 2026 | Compare |
| Exaequo - Split Expenses | – | Free | Jan 19, 2026 | Compare |
| Market News AI | 5.0 / 5 (1) | Free | Sep 21, 2026 | Compare |
| TradeLab Simulator | 5.0 / 5 (1) | Free | Apr 20, 2026 | Compare |
| Krevo | – | Free | Oct 5, 2026 | Compare |