# Investment Optimization — Portfolio Analysis & Metrics > Portfolio Analysis & Metrics (iPhone/iPad app by Optimization Tools LLC.) - Source: https://appshunter.io/ios/app/investment-optimization/id6760441967 (this page in markdown: same URL + `.md`) - Developer: [Optimization Tools LLC](https://appshunter.io/developer/1884494805) - Category: Finance, Business - Price: Free with in-app purchases - Age rating: 4+ - Requires: iOS 15.1 · 37 MB - Languages: English - Released: 2026-05-07 - Data updated: 2026-06-27 - User reviews in markdown: https://appshunter.io/ios/app/investment-optimization/id6760441967/reviews.md ## What is Investment Optimization? Investment Optimization is a mathematics-driven portfolio analysis platform designed for investors who want deeper insight into their investments. Analyze portfolios using real financial mathematics—not simplified risk scores or opaque assumptions. Measure risk, return, diversification, liquidity, portfolio health, and allocation opportunities through quantitative portfolio analysis and optimization. Some features require a Pro subscription available via in-app purchase (monthly or yearly). FEATURES • Portfolio optimization focused on return enhancement, risk reduction, or balanced allocation objectives • Portfolio variance analysis with decomposition into concentration and cross-asset covariance effects • Correlation-based diversification insights • Beta and linear regression analysis versus benchmarks • Liquidity analytics using price impact methodology • Expected return analysis (nominal and real) • Asset and category exposure tracking • Portfolio risk and return analysis using Modern Portfolio Theory (MPT) concepts • Automated Balance Sheet, Income Statement, and Cash Flow Statement generation • Financial statement tracking and accounting analysis tools • Local-first privacy architecture — your portfolio data stays on your device PRIVACY All portfolio data is stored locally on your device for privacy and control. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://www.optimizationtoolsllc.com/privacy.html DISCLAIMER This app is designed for informational and analytical purposes only and does not provide investment advice. ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Pro Monthly | $7.99 | per month | | Pro Yearly | $39.99 | per year | ## Version history (last 5 releases) ### 1.0.6 — 2026-06-23 Version 1.0.6 • Improved portfolio optimization analysis and allocation recommendations • Enhanced portfolio risk modeling using covariance-aware volatility analysis • Improved optimization plan generation and execution workflows • Refined portfolio diversification and allocation reporting • Improved accounting and financial statement workflows • Enhanced user interface consistency across application tabs • Improved spacing, alignment, and visual presentation • Enhanced compatibility across iPhone and iPad devices • Improved application stability, reliability, and performance • Bug fixes and quality improvements ### 1.0.4 — 2026-06-10 Version 1.0.4 • Improved portfolio optimization engine • Enhanced allocation recommendation logic • Improved cash allocation behavior during optimization analysis • Fixed duplicate analytics log creation • Improved optimization workflow reliability • Fixed UI alignment and spacing issues • Improved compatibility across device sizes • Fixed subscription screen layout issues • Performance improvements and bug fixes ### 1.0.2 — 2026-05-23 Version 1.0.2 includes universal CSV upload workflows, improved CSV logging tools, iPad UI refinements, stronger local AI classification logic, and overall analytics usability improvements. ### 1.0.1 — 2026-05-20 Performance improvements, UI refinements, and expanded portfolio analytics for a stronger financial analysis experience. ### 1.0 — 2026-05-07 No release notes. ## Related topics [investment optimization](https://appshunter.io/ios/topics/investment-optimization) --- *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 2026-06-27.*