# InsightfulPortfolio

> InsightfulPortfolio (iPhone/iPad app by Eeswar Kv.)

- Source: https://appshunter.io/ios/app/insightfulportfolio/id6759842417 (this page in markdown: same URL + `.md`)
- Developer: [Eeswar Kv](https://appshunter.io/developer/1881099177)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.1 · 25 MB
- Languages: English
- Released: 2026-03-18
- Data updated: 2026-07-17
- User reviews in markdown: https://appshunter.io/ios/app/insightfulportfolio/id6759842417/reviews.md

## What is InsightfulPortfolio?

Insiport is a modern portfolio tracker designed for self-directed investors. Monitor your holdings, analyze performance, and make informed decisions with powerful tools built right in.

PORTFOLIO DASHBOARD
• Real-time portfolio value with daily P&L tracking
• Allocation breakdown with interactive donut chart
• Portfolio health score and diversification analysis
• Risk alerts and concentration warnings
• Performance comparison against market indices (Nifty 50, Bank Nifty, Sensex)

HOLDINGS MANAGEMENT
• Add stocks, ETFs, mutual funds, and bonds
• Track cost basis, returns, and weight per holding
• Record buy/sell/dividend transactions
• Multiple portfolio support with quick switching
• Mini sparkline charts and sector tags on each holding

LIVE MARKET DATA
• Real-time NSE stock prices via WebSocket
• Live market ticker with index tracking
• Top gainers and losers from NSE
• Custom watchlists to track stocks you're interested in

INTERACTIVE CHARTS
• Full candlestick and line charts for any NSE stock
• Multiple timeframes: 1D, 1W, 1M, 3M, 1Y, All
• Powered by Kite Connect for accurate market data

STOCK RESEARCH
• Instant fundamental analysis for any company
• Key metrics: P/E, EPS, margins, debt ratios
• Financial health scoring with color-coded ratings
• Revenue breakdown and competitor comparison

SMART NOTIFICATIONS
• Price alerts on your favorite stocks
• Portfolio updates and market news

SECURITY
• Face ID / Touch ID app lock
• Secure authentication with encrypted storage

Built for the Indian stock market. Supports NSE and BSE listed securities, mutual funds via AMFI, and manual entry for any asset class.


## Version history (last 1 release)

### 1.0 — 2026-03-18

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 2026-07-17.*