Briefcase - AI portfolio

Briefcase - AI portfolio

Personal portfolio management

3 ratings
1 review
Free
In-App Purchases

Details

  • Released
  • Updated
  • February 13, 2026
  • August 26, 2026

Features

Briefcase - AI portfolio screenshot #1 for iPhone
Briefcase - AI portfolio screenshot #2 for iPhone
Briefcase - AI portfolio screenshot #3 for iPhone
Briefcase - AI portfolio screenshot #4 for iPhone
Briefcase - AI portfolio screenshot #5 for iPhone
Briefcase - AI portfolio screenshot #6 for iPhone
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About

Manage all your investments in one place, from stocks and bonds to cryptocurrency and physical assets. Get AI-driven insights on asset performance to inform your financial decisions. Track price fluctuations and monitor your entire portfolio with ease.

✓Monitor stocks, bonds, crypto, and physical assets
✓Track price fluctuations
✓AI-driven investment insights
✓Comprehensive portfolio dashboard
✓Personalized asset performance analysis
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What's New in Briefcase

1.4.0

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.

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Subscription plans

PRO

Full access to all AI features and insights

$4.991 Month
How to cancel Briefcase subscription ⁉️

User reviews

Best app ever!!

This app made it so easy for me to track all of my assets in one place. AI is amazing and insightful. 10/10 would recommend trying it

Developer apps

FAQ

What types of assets can I track with BriefcaseApp?

BriefcaseApp allows you to monitor a wide range of assets, including stocks, bonds, cryptocurrency, cash, and even physical goods. This comprehensive approach helps you get a complete overview of your financial holdings.

Does BriefcaseApp offer any guidance for investment decisions?

Yes, BriefcaseApp generates AI insights based on your asset performance. These insights are designed to help guide your investment decisions by analyzing market trends and your portfolio's behavior.

How secure is my financial data with BriefcaseApp?

While specific security measures are not detailed, the app is available on Apple's platform, which adheres to industry standards for app security. Users should always review the app's privacy policy for detailed information.

What is the PRO subscription plan for BriefcaseApp?

The PRO plan for BriefcaseApp costs $4.99 per month. This subscription likely unlocks advanced features or removes limitations present in the free version of the app.

Is BriefcaseApp available on multiple devices?

BriefcaseApp is supported on iPhone, iPad, and iPod. This allows users to manage their portfolios across different Apple devices.

How often is BriefcaseApp updated?

The app was last updated on February 13, 2026, with version 1.0. This indicates it is a newly released application, and future updates will likely follow based on user feedback and development cycles.

What is the age rating for BriefcaseApp?

BriefcaseApp has an age rating of 4+. This suggests it is suitable for a broad audience and does not contain content inappropriate for younger users.

Does BriefcaseApp have ads?

No, BriefcaseApp does not contain advertisements. This provides an uninterrupted user experience for managing your financial portfolio.