# 8FIGURES: Portfolio Tracker — AI Investment Advisor > AI-powered investment advisor and portfolio tracker for wealth growth. (iPhone/iPad app by 8FIGURES Inc..) - Source: https://appshunter.io/ios/app/8figures-portfolio-tracker/id1667632878 (this page in markdown: same URL + `.md`) - Developer: [8FIGURES Inc.](https://appshunter.io/developer/1667632880) - Category: Finance - Price: Free with in-app purchases - Rating: 4.70/5 from 63 App Store ratings · 19 written reviews indexed - Age rating: 4+ - Requires: iOS 17.4 · 82 MB - Languages: American English - Released: 2023-12-26 - Data updated: 2026-10-11 - Monetization: free with in-app purchases - User reviews in markdown: https://appshunter.io/ios/app/8figures-portfolio-tracker/id1667632878/reviews.md ## What is 8FIGURES? 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 ## Key features - AI-driven investment insights - Real-time portfolio and net worth tracking - Link bank accounts, brokers, and crypto wallets - Global currency and stock exchange support - Actionable alerts and AI news summaries - Diversification and performance analysis - Export portfolio data to spreadsheets ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Monthly Subscription | $30.00 | per month | | Yearly Subscription | $269.99 | per year | ## Recent user reviews (10 of 19) All indexed reviews: https://appshunter.io/ios/app/8figures-portfolio-tracker/id1667632878/reviews.md ### 5/5 — Great Way of tracking net worth *2026-09-28* Simple clean and effective net worth tracking app, shows assets and liabilities, some features lacking but can’t complain on a free app **Developer response:** Thank you so much for the kind words! We’re really glad you’re enjoying the app 🙌 We’re always learning from our users and looking for ways to make 8FIGURES better. If there’s anything you think we could improve or any features you’d love to see? ### 5/5 — Gerardo love this app helpful tool *2026-09-28* Definitely a 5 stars ### 5/5 — Very convenient. Thank you very much. *2026-09-19* Everything is very convenient. Just add precious metals, and that’s it. Thank you very much. ### 5/5 — cool app *2026-08-25* really nice design, was able to add many crypto accounts ### 5/5 — Love it *2026-06-10* Great app for keeping track of finances and making smarter money decisions. The insights are clear, the interface is clean, and everything is easy to understand. Looking forward to seeing how the AI advisor evolves ### 5/5 — Data *2026-02-04* Five stars ### 5/5 — Way better then I expected *2025-07-03* At first, this app seemed like just ‘another portfolio tracker’ but I was really surprised by how many different assets it supports. Another thing is the list of available metrics and details for each asset - looks like those who made it really understand what matters and how things should work. I tried this app after a friend’s recommendation and honestly its more than I expected **Developer response:** Thanks a lot for your feedback! We are adding even more assets like options as well as more detailed metrics for private funds soon. ### 5/5 — Great level of detail *2025-05-27* Love this app! It makes such a detailed analysis for all of my assets types. **Developer response:** Thanks for your feedback! We are adding support for new asset classes soon like options and RSUs. ### 5/5 — AI adviser that works well *2025-04-30* It pulls all my accounts and assets into a clean up to date dashboard while the built-in AI adviser flags risks and portfolio rebalancing suggestions. Please add more banks as some are still missing. **Developer response:** Thanks for your feedback! More banks and brokers are coming in the US and globally! ### 1/5 — doesn’t work *2025-03-30* logged me out and won’t let me back in my account, seems dodgey **Developer response:** We apologize for a technical glitch. We have just updated the app’s version and a new login might be required to proceed. If you have forgotten your password, there is an option to reset it on the login screen. Please write us on support@8figures.com if you have any troubles logging in - we are here to help! ## Frequently asked questions about 8FIGURES ### What is the pricing for 8FIGURES AI Investment Advisor? The app is free to download and use, with a monthly subscription available for $14.99, which includes a 1-month free trial. This subscription unlocks advanced features and personalized strategies. ### How secure is my financial data with 8FIGURES AI Investment Advisor? The app utilizes military-grade privacy with 256-bit encryption and read-only access to linked accounts. It is developed by 8FIGURES Inc., which is authorized and regulated by the UK Financial Conduct Authority. ### What types of assets can I track with 8FIGURES AI Investment Advisor? You can track a wide range of assets across public and private markets, including Stocks, ETFs, Bonds, Crypto, Startups, and Real Estate. It also supports tracking mortgages and debts. ### Does 8FIGURES AI Investment Advisor offer financial advice? All information provided by 8FIGURES AI Investment Advisor is for educational purposes only and does not constitute financial, investment, legal, tax, or other professional advice. It offers data-driven guidance and insights. ### How often is 8FIGURES AI Investment Advisor updated? The app was last updated on April 6, 2026, with version 2.3.4. This indicates a recent update, suggesting ongoing development and maintenance. ### On which devices can I use 8FIGURES AI Investment Advisor? The app is currently supported on iPhone and iPod devices. It is designed for iOS users looking for advanced financial tracking and insights. ### What is the age rating for 8FIGURES AI Investment Advisor? The app has an age rating of 17+, which is typical for finance and investment applications that deal with complex financial concepts and data. ### Can I link my bank accounts to 8FIGURES AI Investment Advisor? Yes, you can link your bank accounts, brokers, and crypto wallets to the app for comprehensive portfolio tracking. Manual addition of assets and liabilities is also supported. ## Version history (last 5 releases) ### 3.2.2 — 2026-10-09 • You can now add mutual funds to your portfolio, and they appear with their own label. • When you add a stock or fund yourself, we ask when you bought it and fill in that day's price. • The Goals tab now shows how close your net worth is to your target and when you may reach it. • Tapping a notification link now keeps you in the app instead of also opening Safari. • Switching tabs feels smoother, and bank logos show up more reliably. • We also fixed bugs and polished details throughout. ### 3.2.1 — 2026-10-06 • Your portfolio now shows upcoming market events for your stocks, including earnings, dividends and splits. • You can now choose when your net worth goal plan starts and track your progress against it. • Bond details now show the accrued interest on your bonds. • Chat keeps your question at the top while the answer appears, so you can scroll freely. • Icons for your assets and bank accounts load faster, and the net worth chart switches time ranges smoothly. ### 3.2.0 — 2026-10-05 • Your portfolio now shows the latest news about the stocks, funds and crypto you hold, plus market news. • You can now set personal goals and see them on your net worth chart. • Stock and crypto positions now show a market price chart. • Answers in AI chat now point out risks worth considering before you act. • Bond positions now show their change and money multiple, and dividend dates are no longer cut off. • This update also improves stability. ### 3.1.28 — 2026-10-02 • A new net worth chart on the Portfolio tab shows how your net worth has changed over the past week, month, year to date, year, or all time. • The chart shows your gain or loss for the chosen period at a glance, and you can collapse it when you want more room. • The app remembers whether the chart is open and which period you picked. • You can now delete your account right in the app from Settings, without filling out a web form. • This update also includes stability fixes. ### 3.1.27 — 2026-10-01 • The Goals chart now compares your plan with your actual net worth for past years and marks your target with a flag. • Your Goals forecast now fades in smoothly while it loads. • The app no longer gets stuck on the splash screen after your sign-in expires or when you sign in from a notification. • Text across the app is slightly larger and easier to read. • Sort arrows on your assets and liabilities lists have a refreshed look. • Plus fixes that make app launch more reliable. ## Apps similar to 8FIGURES | App | Rating | Price | Category | | --- | --- | --- | --- | | [Astor: AI Investment Advisor](https://appshunter.io/ios/app/astor-ai-investment-advisor/id6753963161) | 4.7 (348) | Free | Finance | | [WealthNX AI](https://appshunter.io/ios/app/wealthnx-ai/id6753972698) | 5.0 (6) | Free | Finance | | [Tradebacon](https://appshunter.io/ios/app/tradebacon/id6745493044) | 5.0 (16) | Free | Finance | | [MyTruv - AI Money Manager](https://appshunter.io/ios/app/mytruv-ai-money-manager/id6757509490) | 4.9 (91) | Free | Finance | | [Forecast: Budget & Track Money](https://appshunter.io/ios/app/forecast-budget-and-track-money/id6755972808) | 4.7 (205) | Free | Finance | | [InsiderSignal - Trade Alerts](https://appshunter.io/ios/app/insidersignal-trade-alerts/id6756303036) | 4.6 (72) | Free | Finance | ## Related topics [8 figure](https://appshunter.io/ios/topics/8-figure) · [stork money investment tracker](https://appshunter.io/ios/topics/stork-money-investment-tracker) · [personal investment tracker](https://appshunter.io/ios/topics/personal-investment-tracker) · [westview investment advisors](https://appshunter.io/ios/topics/westview-investment-advisors) · [investment app portfolio](https://appshunter.io/ios/topics/investment-app-portfolio) · [turtle creek wealth advisors](https://appshunter.io/ios/topics/turtle-creek-wealth-advisors) · [invest rebalancing calculator](https://appshunter.io/ios/topics/invest-rebalancing-calculator) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-11.*