PFolio AI - Portfolio Tracker

Understand your portfolio beyond the total balance. PFolio AI brings your stocks, ETFs, crypto and cash into one clear view. See where your money is allocated, spot concentrated positions and explore how your holdings fit your risk preferences and investment horizon. BUILD YOUR PORTFOLIO WITH LESS TYPING Type or paste a description of your holdings and let AI help organize it. Review and edit the results before saving, or add assets manually. Keep control of what goes into your portfolio. SEE THE STRUCTURE BEHIND THE NUMBERS View your total portfolio value, asset allocation and individual holdings. Choose your display currency to review assets on a consistent basis. GET A PORTFOLIO HEALTH CHECK Explore a rule-based health score with breakdowns for risk exposure, diversification, concentration, cash buffer and capital efficiency. Read explanations that help you understand the balance between invested assets, concentrated positions and available cash. ASK AI DOCTOR Ask questions about your current portfolio and get AI-assisted explanations in plain language. Explore your allocation and risk exposure with your selected preferences as context. Revisit earlier questions through the conversation history. LOOK BACK WITH SAVED SNAPSHOTS Save a record of your holdings and health report when you save portfolio changes. Return to earlier snapshots to see what you held and how your portfolio looked at that time. GO FURTHER WITH PRO Start with one portfolio and up to five AI Doctor questions per day. Upgrade to Pro for: • Up to five separate portfolios • AI Doctor questions without a personal daily question limit • Full historical snapshots and comparison • More detailed dimension explanations AI features require an internet connection and are subject to service availability and capacity limits. YOUR RECORDS, YOUR CONTROL Portfolio records and saved snapshots are stored on your device. Enable the optional app lock for device-owner authentication. AI features send the relevant text or portfolio context to the service for processing. PFolio AI is an informational and educational tool, not an investment adviser. Health scores describe portfolio structure and do not predict returns or guarantee safety. AI responses may be inaccurate. Make your own investment decisions and consult a qualified professional when needed. SUBSCRIPTION INFORMATION Pro is available through monthly or annual auto-renewable subscriptions. Prices are shown in the app before purchase. Payment is charged to your Apple Account at confirmation. Subscriptions renew automatically unless canceled at least 24 hours before the end of the current period. Your account is charged for renewal within 24 hours before the current period ends. Manage or cancel your subscription in your App Store account settings. Terms of Use(EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/