Catfolio
Portfolio & Return Analysis
About
Consolidate all your financial accounts into one clear view. Track holdings, analyze returns, and research investments with contextual data. Features include portfolio heatmaps, performance comparisons, and AI-powered research capabilities.
What's New in Catfolio
1.2.2
November 1, 2026
• Added German and Traditional Chinese, alongside English and Simplified Chinese. • Added Apple Shortcuts actions for portfolio summaries, individual-stock details and historical records. This initial release uses fictional sample data only. • Improved optional iCloud synchronization for watchlists. • Interface and stability improvements.
MoreSubscriptions & In-App Purchases
Catfolio Pro Monthly
Monthly access to Catfolio Pro features.
FAQ
What is Catfolio?
Catfolio is a finance app that consolidates all your investment accounts into one clear view. It allows you to track holdings, analyze returns, and research investments with contextual data.
How does Catfolio handle my data?
Portfolio records and calculations stay on your device. CSV files are parsed locally, and service credentials are stored securely in Keychain. Optional remote AI services receive only the questions and relevant context you send.
Does Catfolio have ads?
No, Catfolio is ad-free. As an early-bird experience, the app's currently available features are free to use and do not contain advertisements.
What devices does Catfolio support?
Catfolio is available for iPhone and iPad devices.
What is the age rating for Catfolio?
Catfolio has an age rating of 12+, making it suitable for a broad range of users.
How often is Catfolio updated?
The latest version of Catfolio is 1.0.2, and it was last updated on October 23, 2026. As an early user, your feedback helps shape future improvements and updates.
Can I connect my brokerage accounts to Catfolio?
Broker connections depend on the provider and supported market. Some market-data and AI features may require your own provider account or API key, and third-party charges may apply.
Is Catfolio free to use?
During its launch phase, Catfolio's currently available features are free to use. This launch offer does not promise permanent free access or include future paid features. Third-party market-data and AI service fees are separate.
