# Investment Wallet — Your portfolios in one place

> Your portfolios in one place (iPhone/iPad app by Phill Shaw.)

- Source: https://appshunter.io/ios/app/investment-wallet/id6793327713 (this page in markdown: same URL + `.md`)
- Developer: [Phill Shaw](https://appshunter.io/developer/6786849529)
- Category: Finance, Lifestyle
- Price: Free
- Age rating: 4+
- Requires: iOS 17.6 · 9 MB
- Languages: American English
- Released: 2026-10-18
- Data updated: 2026-10-31

## What is Investment Wallet?

**Investment Wallet** is a privacy-first portfolio management app designed to help you organize your investments, understand your performance, and make more informed investment decisions—all without sharing your financial data.

Unlike many investment apps, Investment Wallet doesn't require you to connect your brokerage accounts or upload your portfolio to the cloud. Your information stays securely on your device, protected by Face ID, an optional app PIN, and Apple's built-in security.

Create multiple account types—including brokerage, retirement, banking, education, trust, HSA, and cryptocurrency portfolios—to organize your financial life the way you want. Record purchases, sales, dividends, deposits, withdrawals, and other transactions while automatically tracking cost basis, gains, losses, and portfolio performance.

Investment Wallet goes beyond tracking numbers. Document your investment thesis, expectations, and lessons learned for every investment, creating a personal investment journal that helps you improve your decision-making over time. Review your past reasoning, identify successful patterns, and avoid repeating costly mistakes.

Explore educational investment methodologies that explain different approaches to investing, their strengths, limitations, and the market conditions where they typically perform best. Compare strategies objectively using your own research and judgment—without receiving personalized financial advice.

Designed specifically for long-term investors, Investment Wallet focuses on building disciplined investing habits rather than encouraging frequent trading. Its clean, intuitive interface makes it easy to monitor your portfolios, review your investment history, and better understand your financial progress.

**Features include:**
• Multiple portfolio and account management
• Stocks, ETFs, mutual funds, cryptocurrency, and other asset tracking
• Transaction history with cost basis calculations
• Gain/loss and portfolio performance monitoring
• Investment notes and decision journaling
• Educational investment methodology comparisons
• Face ID and optional PIN protection
• Secure local data storage with no required cloud account

Whether you're managing your first investment account or building wealth across multiple portfolios, Investment Wallet provides a secure, private workspace to organize your investments, learn from your experience, and become a more confident investor.

*Investment Wallet is an educational portfolio management tool and does not provide investment recommendations, financial advice, or personalized investment guidance.*

## Is Investment Wallet safe?

Not enough ratings yet to assess Investment Wallet.

## Is Investment Wallet legit?

Investment Wallet has limited verification signals. The AppsHunter Legitimacy Score for Investment Wallet is 58 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 1 release)

### 1.7.3 — 2026-10-19

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 2026-10-31.*