InvestX

InvestX - Portfolio Tracking Built for Clarity

Track your stocks, ETFs, and crypto in one beautiful app. Monitor your portfolio, analyze performance, and expand your investing knowledge with the built-in Learning Portal.

YOUR PORTFOLIO AT A GLANCE
- Organize your investments in multiple portfolios
- Track stocks, ETFs, and crypto from one dashboard
- View portfolio value and performance over time
- Analyze holdings with interactive charts and clear metrics
- Monitor gains, allocation, and portfolio trends
- Multi-currency support across your holdings

POWERFUL ANALYSIS
- Analyze combined value, profit & loss, daily volatility, asset allocation and more
- Visualize your investments with an interactive Sankey diagram
- Confirm your investment decisions with future predictions based on past actions
- Browse complete transaction history with powerful search and filters
- Estimate taxes with custom tax setup

MARKETS & WATCHLIST
- Follow global stocks, ETFs, crypto, indices, and currencies
- Discover market trends with sector heat maps and live tickers
- Build your personal watchlists
- View detailed asset pages with interactive price charts

LEARN AS YOU INVEST
- Built-in Learning Portal with beginner-friendly investing guides
- Understand key investment concepts without leaving the app
- Expand your knowledge while tracking your portfolio

FAST DATA ENTRY
- Import transactions from CSV or XLSX files
- Smart detection for common broker export formats
- Manual entry for buys and sells

DESIGNED FOR EVERYDAY INVESTORS
- Fast search across the app
- Face ID protection
- Secure Sign in with Apple
- Cloud synchronization across devices
- Guided onboarding to help you get started
- Clean, distraction-free experience

InvestX is constantly evolving. Expect regular updates, powerful new features, and ongoing improvements designed to make portfolio tracking even better.

PRIVACY & SECURITY
Your data is securely stored using encrypted cloud infrastructure. InvestX is a portfolio tracker - not a broker. We never execute trades or hold your funds.

IMPORTANT
Market data, performance metrics, and tax estimates are provided for informational purposes only and may not always be accurate. Always verify financial and tax information before making investment decisions.

SUPPORT
Need help? Contact us anytime through the Help & Support section in the app or by email.

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Download InvestX today and take control of your portfolio with powerful analytics, interactive charts, and a cleaner investment experience.