# PieFolio AI: Portfolio Tracker — Portfolio Health & AI Analysis

> Portfolio Health & AI Analysis (iPhone/iPad app by Mohamed Mostafa.)

- Source: https://appshunter.io/ios/app/piefolio-ai-portfolio-tracker/id6759684076 (this page in markdown: same URL + `.md`)
- Developer: [Mohamed Mostafa](https://appshunter.io/developer/1880201108)
- Category: Finance, Utilities
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 15.1 · 56 MB
- Languages: American English
- Released: 2026-04-16
- Data updated: 2026-08-24
- User reviews in markdown: https://appshunter.io/ios/app/piefolio-ai-portfolio-tracker/id6759684076/reviews.md

## What is PieFolio AI?

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/

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| PieFolio Ai Premium Monthly | $4.99 | per month |
| PieFolio Ai Premium Annually | $39.99 | per year |



## Version history (last 5 releases)

### 1.3.0 — 2026-08-20

Now you can see your portfolios as a heatmap.

### 1.2.1 — 2026-08-03

Bug fixes and UI improvements.

### 1.2.0 — 2026-07-01

-  Multi-Language Support: PieFolio AI is now fully localized in English, Arabic, German, Spanish, French, and Italian.

-  Broker Filters: Track and segment your portfolio metrics and health analytics by individual broker accounts.

- Polished UI: Experience fluid navigation, layout safety enhancements, and premium haptics across every screen.

- Performance & Enhancements: Smarter Subscriptions: Streamlined subscription flows for a smoother management experience.  

- Clarity Insights: Refined health tracking parameters and status warning systems for deeper portfolio confidence.  

Love PieFolio AI? Leave us a rating or review on the App Store!

### 1.1.0 — 2026-06-09

AI portfolio chat — ask questions about your portfolio and get streaming plain-language answers (Premium)
Sharia Health — opt-in compliance screening with a full halal/questionable/haram breakdown and per-holding badges
Premium subscriptions — unlimited AI analyses, 365-day dividend calendar, and AI Chat in one plan
AI analysis improvements — faster generation, better report quality, run per-portfolio or across all portfolios
Dividend calendar — extended 365-day range for Premium, smoother weekend handling, and stability fixes
Performance improvements and bug fixes throughout the app

### 1.0 — 2026-04-16

No release notes.

## Apps similar to PieFolio AI

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [AlgoDash:Dividend Intelligence](https://appshunter.io/ios/app/algodashdividend-intelligence/id6760369444) | 5.0 (3) | Free | Finance |
| [Investment Portfolio Tracker](https://appshunter.io/ios/app/investment-portfolio-tracker/id6764321229) | — | Free | Finance |
| [Portfolio Market](https://appshunter.io/ios/app/portfolio-market/id6752549032) | — | Free | Finance |
| [SmartFolio - Portfolio Tracker](https://appshunter.io/ios/app/smartfolio-portfolio-tracker/id6758073461) | — | Free | Finance |
| [If Stock: Backtest Portfolio](https://appshunter.io/ios/app/if-stock-backtest-portfolio/id6756605605) | — | $2.99 | Finance |
| [Permanent Portfolio Tracker](https://appshunter.io/ios/app/permanent-portfolio-tracker/id6757297720) | — | Free | Finance |

---

*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 2026-08-24.*
