# NexFi - Portfolio Tracker — Stocks & Crypto. No Account.

> Stocks & Crypto. No Account. (iPhone/iPad app by STEVEN EUGENE GADIENT.)

- Source: https://appshunter.io/ios/app/nexfi-portfolio-tracker/id6759226354 (this page in markdown: same URL + `.md`)
- Developer: [STEVEN EUGENE GADIENT](https://appshunter.io/developer/1877535735)
- Category: Finance, Utilities
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 17.0 · 17 MB
- Languages: American English
- Released: 2026-04-07
- Data updated: 2026-10-01

## What is NexFi?

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/

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| NexFi Pro Monthly | $2.99 | per month |
| NexFi Pro Yearly | $29.99 | per year |
| NexFi Premium Monthly | $5.99 | per month |
| NexFi Premium Yearly | $59.99 | per year |



## Version history (last 2 releases)

### 1.0.1 — 2026-04-07

- Updated UI to be more user friendly across several features
- Updated App Store Connect marketing URL

- Fixed an issue where certain swap transactions showed incorrect cost basis
- Fixed an issue where restoring a backup required an app restart*

### 1.0 — 2026-04-07

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 2026-10-01.*