Clavix: Portfolio Risk Tracker

Clavix: Portfolio Risk Tracker

Stock & ETF grades and overlap

3 ratings
1 review
Free
In-App Purchases

Details

  • Released
  • Updated
  • July 27, 2026
  • October 3, 2026
Clavix: Portfolio Risk Tracker screenshot #1 for iPhone
Clavix: Portfolio Risk Tracker screenshot #2 for iPhone
Clavix: Portfolio Risk Tracker screenshot #3 for iPhone
Clavix: Portfolio Risk Tracker screenshot #4 for iPhone
Clavix: Portfolio Risk Tracker screenshot #5 for iPhone
Clavix: Portfolio Risk Tracker screenshot #6 for iPhone
Clavix: Portfolio Risk Tracker screenshot #7 for iPhone
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About

This app provides a daily risk brief for your investment portfolio, grading it on asset quality, diversification, independence, and stability. It offers detailed insights into individual stocks and alerts for significant changes, helping you understand your portfolio's risk profile before the market opens.

✓Daily risk brief before market open
✓Portfolio grading (quality, diversification, independence, stability)
✓Detailed stock grading (financial health, news, macro, sector, price)
✓Evidence-based data for all metrics
✓Alerts for grade changes and filings
✓Weekend edition and weekly summary
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What's New in Clavix

2.0.4

October 3, 2026

What is new in 2.0.4: - Score charts are easier to read. Tap or drag along any chart to see that day's reading, and the axis now has numbers. - A delisted stock now gets its own clear screen explaining what happened, instead of an error. If you hold it, you can remove it from your portfolio in one tap, with a confirmation first. - Small fixes and polish throughout.

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Subscriptions & In-App Purchases

Clavix Pro

Full access to risk dimensions, briefings, and alerts

$19.991 Month
14 Days trial
How to cancel Clavix subscription ⁉️

User reviews

V2 is a game changer

I’ve been trying out the new version of Clavix and honestly I like it a lot more now. The individual scores for each holding were already useful, but adding an overall portfolio score makes a big difference.
It’s nice being able to open the app and get a quick sense of how my portfolio is doing, then look at each stock if I want to understand what’s affecting it. It makes checking everything feel a lot simpler instead of having to piece it together myself.
The V2 update definitely makes the app feel more complete.
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Response from developer

Thank you, Josiah. Glad the portfolio grade makes the daily check simpler. That was exactly the goal of the rebuild.

FAQ

What is Clavix?

Clavix provides a daily risk brief for your investment portfolio, grading it on asset quality, diversification, independence, and stability. It offers detailed insights into individual stocks and alerts for significant changes, helping you understand your portfolio's risk profile before the market opens.

How does Clavix grade portfolios?

Clavix grades portfolios on four key measures: asset quality, diversification, independence, and stability. Each is graded on an A+ to F scale, with an overall portfolio grade calculated based on these factors and weighted by position size.

Can I see the data behind Clavix's grades?

Yes, every number in Clavix opens up to show the evidence behind it. You can view the inputs, comparison metrics, and the date of measurement, ensuring transparency.

What are the features of Clavix Pro?

Clavix Pro offers unlimited holdings, the daily morning brief, the weekend read, full access to all risk layers, and real-time alerts. It costs $19.99 per month or $149.99 per year after a 3-month free trial.

Does Clavix connect to my brokerage account?

No, Clavix is manual entry and does not connect to your brokerage account. It also cannot execute trades; it is purely for informational purposes.

Is Clavix suitable for beginners?

Clavix is designed for investors who want to understand their portfolio's risk. The plain-English risk brief and report-card style grading make complex financial data more accessible.

How often is Clavix updated?

The app was last updated on August 19, 2026, with version 2.0. This indicates a commitment to ongoing development and feature improvements.

What devices does Clavix support?

Clavix is currently supported on iPhones. The app is rated for ages 4 and up.