PieFolio AI: Portfolio Tracker

Know if your portfolio is actually healthy, not just in returns, but in risk, diversification, and income. PieFolio AI gives your portfolio a health score out of 100, AI-written analysis on demand, and a dividend calendar, all in one clean app. No finance degree required. PORTFOLIO HEALTH SCORE Your portfolio gets a grade. You see why. PieFolio AI scores your portfolio across risk exposure, sector diversification, dividend yield, and allocation — and explains each dimension in plain language. • Overall health score and letter grade (A to F) • Risk level breakdown • Diversification across sectors and geographies • Dividend yield and income metrics • Share your score with one tap AI PORTFOLIO ANALYSIS Tap generate. Get a full written report on your portfolio — what's working, where the risks are, what to consider. No financial jargon. No generic advice. Grounded in your actual holdings. Rate the analysis, regenerate when your portfolio changes, or ask follow-up questions in AI Chat (Premium). Free tier: 3 AI analyses per month. Premium: unlimited. AI PORTFOLIO CHAT Ask anything about your portfolio and get a streaming, plain-language answer — grounded in your actual positions. "How concentrated is my tech exposure?" "What's dragging my health score down?" "Where should I look to improve diversification?" AI Chat is a Premium feature. DIVIDEND CALENDAR See every upcoming dividend across your holdings — ex-dividend dates, payment dates, projected income. • Scrollable calendar view (21 days free, 365 days Premium) • Per-dividend amount, yield, and key dates • Built-in dividend calculator • Favorites and pull-to-refresh PORTFOLIO MANAGEMENT Create separate portfolios for different goals — broker accounts, retirement, savings — and see them all in one place. • Multiple portfolios with custom names and colors • Add holdings with quantity, average price, and live value • Total net worth with show/hide toggle • Easy edit and delete with confirmation SEARCH & DISCOVERY Search thousands of securities instantly by ticker or name. Save favorites for quick access. Tap any holding for a detailed view with live price history and dividend history. FREE TO START — NO CREDIT CARD NEEDED - 2 portfolios, unlimited holdings - 3 AI analyses per month - 21-day dividend calendar - Portfolio health score - Stock search and favorites - Secure sign-in: email, Google, or Apple ID PIEFOLIO PREMIUM Unlimited portfolios · Unlimited AI analyses · 365-day calendar · AI Chat 7-day free trial. Cancel anytime. OPTIONAL: SHARIA COMPLIANCE SCREENING Enable Sharia mode in Settings for halal stock screening, a Sharia Health compliance score, and per-holding compliance badges — built for Muslim investors who want their portfolio and values aligned. PieFolio AI is for informational and educational purposes only. It does not constitute financial or investment advice. Always verify decisions independently and consult a qualified financial adviser before investing. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/