# Investaware — Investment Portfolio Insight

> Personal investment portfolio analytics and risk assessment tool for iPad. (iPhone/iPad app by Ron Kashden.)

- Source: https://appshunter.io/ios/app/investaware/id1460151883 (this page in markdown: same URL + `.md`)
- Developer: [Ron Kashden](https://appshunter.io/developer/1219097540)
- Category: Business, Reference
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 18.0 · 34 MB
- Languages: American English
- Released: 2019-04-27
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/investaware/id1460151883/reviews.md

## What is Investaware?

Giving your life savings to a stock broker/portfolio manager is scary. Being able to review your accounts, with straight-forward descriptions can give you peace-of-mind.

Investaware brings portfolio analytics and risk assessment, previously only available to large financial institutions, to everyone.

Investaware is a first of its kind iPad app that helps you follow and understand your investment portfolio and the actions made by your wealth manager. Developed by an expert who spent decades creating analytic reporting solutions for the world’s top hedge fund managers, these tools are now available for you and your investments.

View historic positions. Summarize and review trading activity. Read recaps of your monthly and inception-to-date performance. All using conversational English and straight-forward graphs. 

In other words, understand your brokerage accounts without the typical Wall Street mumbo-jumbo.

CONCERNED ABOUT THE PRIVACY OF YOUR DATA
All of your account data is stored on your iPad. 

HOW IT WORKS

Investaware takes a bottom up approach.  It imports the investment holdings and activity data from your brokerage accounts.  From that detail, analytics are calculated; summaries are written, and graphs are generated -- again, all completely locally on your iPad.  

Then perusing the screens, you'll gain greater insight into your accounts and how your wealth manager is navigating the markets.

No longer restricted by your broker's website limitations, you can even compare current positions to history.

BROKERS SUPPORTED

Currently Investaware only supports imports from proprietary files from Merrill Lynch as well as any broker that exports to the OFX format (which is also known as the "Quicken" format).

## Key features

- Portfolio analytics
- Risk assessment
- Historic position viewing
- Trading activity summary
- Monthly performance recaps
- Conversational English reporting
- Local data storage

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/investaware/id1460151883/reviews.md

### 5/5 — now I know what my advisor is doing

*2020-02-17*

Finally I understand my portfolio.

## Frequently asked questions about Investaware

### 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.

## Version history (last 5 releases)

### 3.9 — 2026-02-02

various bug fixes

### 3.8 — 2023-12-20

various bug fixes

### 3.7 — 2021-12-01

Many changes in this release, both enhancements and bug fixes.

For enhancements:
  1) added new import options setting screen to allow for importing with a single touch.  Also includes option to automatically save a database copy to iCloud,
  2) added new account setting screen to allow you to designate accounts as a loan account,
  3) Merrill Lynch import enhanced to segregate cash movements from loans into a bucket separate from contributions/withdrawals.
  4) Added new section in annual summary to show loan balances,
  5) Added additional verbiage in monthly summary to describe interest paid on loans.

Bug fixes:
  1) upgraded code base to IOS 15 as the target platform,
  2) fixed error in quicken import for "SELLDEBT" and "BUYDEBT" transactions.

Coming soon: ability to manually classify cash transactions and generic imports.

### 3.6 — 2021-11-10

Several minor improvements (in addition of course to squashing all reported bugs):
  * added button to switch accounts with a single press
  * improved file import to handle other cases of malformed files
  * improved retrieval of prices.

### 3.4 — 2021-02-11

minor revisions to the application to fix several minor issues.

## Apps similar to Investaware

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| [VME Mobile](https://appshunter.io/ios/app/vme-mobile/id1373720725) | 5.0 (1) | Free | Business |
| [AlphaEdge](https://appshunter.io/ios/app/alphaedge/id6737683545) | — | Free | Business |

## More apps by Ron Kashden

- [Photo Albumator](https://appshunter.io/ios/app/photo-albumator/id6739950206)
- [Sarasota Treasures](https://appshunter.io/ios/app/sarasota-treasures/id6743961606)

All apps by Ron Kashden: https://appshunter.io/developer/1219097540

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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 2026-06-01.*