NexFi - Portfolio Tracker

Track your stocks, crypto, and investments in one private app. No account required — your portfolio data never leaves your device. Import from Coinbase, Kraken, OKX, Fidelity, Schwab, and more with API keys, CSV files, or photo scanning. NexFi supports 12+ exchanges and brokerages out of the box, plus a guided CSV wizard for any file format. PORTFOLIO TRACKING - Stocks and crypto side by side in one view - Real-time prices with automatic refresh - Allocation charts by asset, type, or account - Multi-portfolio groups to organize accounts (e.g., Retirement vs Trading) TAX-SMART ACCOUNTS - 14 account tax types: IRA, Roth IRA, 401(k), HSA, brokerage, and more - Cost basis methods: FIFO, LIFO, HIFO - Tax report export: Schedule D PDF, TurboTax CSV, capital gains CSV, income CSV PERFORMANCE ANALYTICS - Realized and unrealized gains with short-term vs long-term breakdown - Income dashboard: staking rewards, dividends, interest, airdrops - Trade performance: win rate, best/worst trades, hold duration analysis IMPORT FROM ANYWHERE - Exchange APIs: Coinbase, Kraken, OKX, Gemini, Crypto.com, Binance - Brokerage CSV: Fidelity, Schwab, E*TRADE, Corebridge, HealthEquity - Photo/PDF scanning with Apple Vision OCR - Guided CSV Wizard for any file format - Bitcoin and Ethereum wallet address import PRIVACY FIRST - All data stored locally on your device - No account creation, no sign-up, no cloud requirement - API keys stored in the iOS Keychain - Optional iCloud backup (encrypted) SUBSCRIPTION TIERS - Free: Unlimited assets, exchange imports, watchlist, basic portfolio view - Pro ($2.99/mo): Ad-free, income dashboard, trade performance, AI consultation - Premium ($5.99/mo): Everything in Pro plus tax export, price alerts, multi-portfolio, custom CSV export NexFi is built for investors who want complete control over their portfolio data without sacrificing features. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/