# Catfolio — Portfolio & Return Analysis

> Consolidated portfolio tracking and investment research tool. (iPhone/iPad app by 千 赵.)

- Source: https://appshunter.io/ios/app/catfolio/id6810656291 (this page in markdown: same URL + `.md`)
- Developer: [千 赵](https://appshunter.io/developer/6810467574)
- Category: Finance
- Price: Free with in-app purchases
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 12+
- Requires: iOS 18.0 · 79 MB
- Languages: American English, German (Germany), Chinese (Simplified, China), Chinese (Traditional, Taiwan)
- Released: 2026-10-14
- Data updated: 2026-11-06
- Monetization: free

## What is Catfolio?

All your accounts. One clear view.

Catfolio brings holdings, returns and investment research together in a native portfolio app. See what you own, understand what changed, and learn from your own investments.

YOUR PORTFOLIO AT A GLANCE
• Bring supported accounts together or import your records from CSV.
• Explore holdings, market value, cash, costs and daily changes.
• Use the portfolio heatmap to understand allocation and performance.

UNDERSTAND YOUR RETURNS
• Follow performance over time and compare with benchmarks.
• Review gains, losses and the contribution of individual holdings.
• Browse trades, dividends, interest and cash movements.

RESEARCH WITH CONTEXT
• Explore price charts, company information and financial data where available.
• View supported pre-market and after-hours prices and charts.
• Connect your own AI service to ask questions about your portfolio and research.

MADE FOR EVERYDAY USE
• English, Simplified Chinese, Traditional Chinese and German, light and dark appearance, and display-currency preferences.
• Portfolio records and calculations are handled on your device. CSV files are parsed locally and service credentials are stored in Keychain.
• Optional remote AI services receive the questions and relevant context you send. Optional iCloud sync has separate controls for encrypted portfolio and watchlist data, preferences, and supported service credentials.

EARLY-BIRD EXPERIENCE
Welcome to Catfolio's first App Store release. As an early user, your feedback helps shape future improvements to usability, data coverage and analysis. During this launch phase, the app's currently available features are free to use. Third-party market-data and AI service fees are separate. This launch offer does not promise permanent free access or include future paid features.

BEFORE YOU START
Broker connections and research coverage depend on the provider, supported market and your account permissions. Some market-data and AI features require your own provider account or API key; third-party charges may apply. Quotes and other data may be delayed, incomplete or unavailable. Extended-hours coverage varies by security and source.

Catfolio is a portfolio tracking and research tool. It does not place trades or transfer money, and its information and AI-generated content are not investment or tax advice. Check important figures against your broker's records and original sources.

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

## Key features

- Consolidated account view
- Portfolio heatmap
- Performance analysis
- Investment research
- AI-powered insights
- Local data processing

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Catfolio Pro Monthly | $4.99 | per month |

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| Catfolio Pro Lifetime | $119.00 | one-time |


## Is Catfolio safe?

Not enough ratings yet to assess Catfolio.

## Is Catfolio legit?

Catfolio has limited verification signals. The AppsHunter Legitimacy Score for Catfolio is 58 out of 100 points across 7 verification signals from App Store and developer data.


## Frequently asked questions about Catfolio

### 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.

## Version history (last 5 releases)

### 1.2.2 — 2026-11-01

• 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.

### 1.2 — 2026-10-28

• iPad and Mac: a new sidebar workspace. Switch between Overview, Research, AI assistant, Account and Settings, with your holdings always in the sidebar.
• The stock page uses two columns on wide screens.
• Fixed missing capital expenditure and free cash flow for companies such as NVIDIA.
• New Catfolio Pro monthly subscription and limited lifetime purchase to support development. Every feature remains open to everyone.
• Interface and stability improvements.

### 1.0.2 — 2026-10-23

Greatly optimized the interaction and user interface for adding accounts. Added A-share data, and now A-share information can be viewed normally.

### 1.0.1 — 2026-10-21

Fixed many issues in the add-account flow.

### 1.0 — 2026-10-14

No release notes.

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*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 2026-11-06.*