Planfolio - Portfolio Tracker

Planfolio - Portfolio Tracker

Fundamentals, FIRE & Privacy

0 ratings
3 reviews
Free
In-App Purchases

Details

  • Released
  • Updated
  • June 18, 2026
  • August 1, 2026

Features

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About

Gain a clear understanding of your total asset ownership and their quality. This app uses AI to analyze drivers and risks, providing fundamental analysis and valuation metrics for each holding. It prioritizes privacy by parsing broker statements on your device.

AI-driven asset research
Fundamental analysis and scoring
Dividend tracking
Wealth planning and projections
Privacy-focused data handling
App Lock with Face ID/PIN
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What's New in Planfolio

1.3.1

August 1, 2026

- Prisma becomes Planfolio - Improved AI Market Pulse and Healthcheck

Subscription plans

Prisma Pro Monthly

Unlock all Pro features with monthly billing.

$9.991 Month
14 Days trial
How to cancel Planfolio subscription ⁉️

User reviews

Wirklich eine sehr gute App!

Prisma Portfolio Tracker bietet genau die Funktionen, die ich gesucht habe. Alles ist übersichtlich aufgebaut, die Bedienung ist einfach und intuitiv. Ich habe mein Portfolio immer im Blick. Man merkt, dass sehr viel Arbeit in der Entwicklung steckt.

Great find for tracking my investments

Such a great app for keeping track of my investments. It’s simple to use but still tells me a lot like how much I’m earning, where my money’s actually doing well and what to expect down the line. Feels well made and private too. Really happy I found this one!

Great App for Organized Portfolio Tracking

The app provides an excellent overview of my stock and ETF portfolio across different brokers. I have already tested several other portfolio tracking apps on the market, but for me, Prisma’s main strengths are its detailed statistics and charts, which allow me to analyze the performance of each individual holding in depth. Another major advantage is the clean, intuitive, and visually appealing user interface. Importing transactions into the app is straightforward and works seamlessly.

Data security is also very important to me. Prisma’s end-to-end encryption gives me confidence that my portfolio data remains private and secure.

Highly recommended!
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FAQ

How does Prisma ensure user privacy?

Prisma is designed with privacy at its core. Broker statements are parsed and encrypted directly on your device, meaning the keys never leave your phone. This prevents the app from accessing or reading your holdings, transactions, or net worth.

What kind of analysis does Prisma provide for assets?

Prisma scores each holding on health, growth, and profitability, comparing these metrics against sector averages and the company's historical performance. It provides fundamental analysis, quality scores, valuation, and momentum for every position.

Does Prisma offer any wealth planning tools?

Yes, Prisma includes wealth planning features that allow for portfolio projections and the creation of strategic plans to help users steer toward their financial goals.

What are the subscription options for Prisma Pro?

Prisma Pro is available through a monthly subscription at $9.99 or an annual subscription at $79.99. Both plans offer a 14-day free trial.

How frequently is Prisma updated?

The app was last updated on July 1, 2026, indicating regular maintenance and potential feature additions. The latest version is 1.2.3.

What devices is Prisma available on?

Currently, Prisma is supported on iPhone devices, as indicated by the 'supportedDevices' field.

Does Prisma have ads?

No, Prisma does not contain advertisements. The app's design prioritizes privacy and a user experience free from ads.

What is the age rating for Prisma?

Prisma has an age rating of 4+, making it suitable for a wide range of users interested in personal finance and investment tracking.