Portfolio by Zanbato
Zanbato, Inc. Finance iPhoneiPadiPod touch
Portfolio by Zanbato is a free Finance app for iPhone and iPad by Zanbato, Inc. Rated 5.0/5 from 3 ratings. Requires iOS 17.0. Updated October 17, 2026.
- Rating
- 5.0
- 3 ratings
- Price
- Free
- on the App Store
- Size
- 2 MB
- Age 4+
- Updated
- Oct 17
- 2026 · v0.1.3
Screenshots
About Portfolio by Zanbato
Portfolio by Zanbato is the mobile companion for Zanbato Fund investors. View your portfolio balance and access investment documents all from your phone. PORTFOLIO AT A GLANCE See your current portfolio balance, overall performance, and gain/loss. Drill into any individual fund to see detailed performance metrics. VIEW TRANSACTION/ACTIVITY Tap any transaction to view the full breakdown including cost basis, capital commitment, fees, expense reserves, and total paid-in capital. ACCESS DOCUMENTS Access your K-1s, investment documents, and statements. Download directly to your device so they're available when you need them. — Portfolio by Zanbato is available exclusively to Zanbato Fund investors. You will need an existing Zanbato account to sign in.
What’s new
Version 0.1.3 · Updated October 17, 2026
- A full page for multi-asset funds. Tap a multi-asset fund to see its holdings broken down, along with the capital it has distributed to you. - Help and feedback in the app. Contact support or report a problem without leaving Portfolio. When you report something, choose whether it's missing data, an incorrect value or something else, so we can fix it faster. - Smoother browsing. Your portfolio no longer flickers or jumps when you come back from a fund or switch tabs.
App privacy
The developer, Zanbato, 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:
- Identifiers: User ID
- Usage Data: Product Interaction
- Diagnostics: Crash Data, Performance Data, Other Diagnostic Data
Used for: Analytics, App Functionality
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Portfolio by Zanbato | 5.0 / 5 (3 ratings) | Free | October 17, 2026 | |
| Oori Invest | – | Free | Oct 8, 2026 | Compare |
| North Star Inv Mgmt | – | Free | Jun 13, 2026 | Compare |
| Access Wealth | – | Free | Oct 16, 2026 | Compare |
| Vision Bank Mobile App | – | Free | May 7, 2026 | Compare |
| PortVisio Visualizer | 4.6 / 5 (13) | Free | Sep 4, 2026 | Compare |
| Lamesa NB | 5.0 / 5 (48) | Free | Mar 12, 2026 | Compare |