# Briefcase - AI portfolio — Personal portfolio management > Comprehensive personal portfolio management dashboard with AI investment insights. (iPhone/iPad app by Ugochukwu Nwune.) - Source: https://appshunter.io/ios/app/briefcase-ai-portfolio/id6758148658 (this page in markdown: same URL + `.md`) - Developer: [Ugochukwu Nwune](https://appshunter.io/developer/1870001353) - Category: Finance, Business - Price: Free with in-app purchases - Rating: 5.00/5 from 3 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 50 MB - Languages: English - Released: 2026-02-13 - Data updated: 2026-07-09 - Monetization: freemium - User reviews in markdown: https://appshunter.io/ios/app/briefcase-ai-portfolio/id6758148658/reviews.md ## What is Briefcase? 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/ ## Key features - Monitor stocks, bonds, crypto, and physical assets - Track price fluctuations - AI-driven investment insights - Comprehensive portfolio dashboard - Personalized asset performance analysis ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | PRO | $4.99 | per month | ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/briefcase-ai-portfolio/id6758148658/reviews.md ### 5/5 — Best app ever!! *2026-07-04* 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 ## Frequently asked questions about Briefcase ### 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. ## Version history (last 2 releases) ### 1.3.0 — 2026-07-07 What's New in This Version • Daily Brief — Premium users get a morning digest of what moved their portfolio: biggest movers first, with cited news explaining why. • Portfolio News — Top headlines for your holdings now appear right on your dashboard, with a full news feed one tap away. Free for everyone. • News Insights — A full-screen breakdown of your portfolio's day: movers, analysis, and every source. (Premium) • "Why did this move?" — Tap any holding to see the news behind today's price action. (Premium) • Push alerts — Get notified when a holding moves more than 5% in a day. Enable in Profile → Notifications. • News on every asset — Each holding's detail page now shows its latest headlines. • Accurate pricing for every asset type — bonds, real estate, cash, and any crypto coin now track correctly. • Real historical charts with working time ranges (1D–ALL). • Bug fixes and performance improvements. ### 1.0 — 2026-02-13 No release notes. ## Apps similar to Briefcase | App | Rating | Price | Category | | --- | --- | --- | --- | | [AFNB Mobile](https://appshunter.io/ios/app/afnb-mobile/id1274137522) | 4.8 (407) | Free | Finance | | [Pointalize: Rewards Wallet](https://appshunter.io/ios/app/pointalize-rewards-wallet/id6757125150) | 5.0 (1) | Free | Finance | | [Prive Wallet](https://appshunter.io/ios/app/prive-wallet/id6755961785) | 3.0 (2) | Free | Finance | | [Worthfolio: Net Worth Manager](https://appshunter.io/ios/app/worthfolio-net-worth-manager/id6753152194) | — | $9.99 | Finance | | [Coronation Mobile](https://appshunter.io/ios/app/coronation-mobile/id1294712515) | 5.0 (1) | Free | Finance | | [WealthTrunk: Net Worth Tracker](https://appshunter.io/ios/app/wealthtrunk-net-worth-tracker/id6748625363) | 5.0 (23) | Free | Finance | ## More apps by Ugochukwu Nwune - [Prelude Therapy prep](https://appshunter.io/ios/app/prelude-therapy-prep/id6761587576) All apps by Ugochukwu Nwune: https://appshunter.io/developer/1870001353 ## Related topics [briefcaseapp](https://appshunter.io/ios/topics/briefcaseapp) · [briefcaseai](https://appshunter.io/ios/topics/briefcaseai) --- *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 2026-07-09.*