now I know what my advisor is doing
Finally I understand my portfolio.
Free
Details
About
Gain peace of mind by understanding your investment portfolio with straightforward analytics and risk assessment. This app provides insights previously only available to financial institutions, all stored locally on your device.
✓Portfolio analytics
✓Risk assessment
✓Historic position viewing
✓Trading activity summary
✓Monthly performance recaps
✓Conversational English reporting
✓Local data storage
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What's New in Investaware
3.9
February 2, 2026
various bug fixes
User reviews
Developer apps
FAQ
What is Investaware?
Investaware is an iPad application designed to provide users with portfolio analytics and risk assessment. It helps you understand your investment accounts and the actions of your wealth manager through straightforward reporting and graphs.
How does Investaware protect my data?
All of your account data is stored locally on your iPad. Investaware imports your investment holdings and activity data and performs all calculations and analysis completely on your device, ensuring your privacy.
What brokers does Investaware support?
Investaware currently supports imports from proprietary files from Merrill Lynch. It also supports any broker that exports data in the OFX format, also known as the "Quicken" format.
Is Investaware free to use?
Yes, Investaware is available for free. There are no in-app purchases or advertisements associated with the application.
What devices can I use Investaware on?
Investaware is available for iPad and Mac devices. It was developed as a first-of-its-kind iPad app.
How often is Investaware updated?
The latest version of Investaware is 3.9, which was last updated on February 2, 2026. This indicates a commitment to ongoing development and improvements.
What is the age rating for Investaware?
Investaware has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.
What makes Investaware different from a broker's website?
Investaware allows you to gain deeper insights into your accounts beyond the limitations of your broker's website. You can compare current positions to historical data and receive analysis in conversational English, avoiding typical financial jargon.
