# Planfolio - Portfolio Tracker — Track Stocks, ETFs & Dividends > AI-powered portfolio tracker for asset analysis, wealth planning, and privacy. (iPhone/iPad app by Surplexic GmbH.) - Source: https://appshunter.io/ios/app/planfolio-portfolio-tracker/id6759222246 (this page in markdown: same URL + `.md`) - Developer: [Surplexic GmbH](https://appshunter.io/developer/1741373079) - Category: Finance, Productivity - Price: Free with in-app purchases - Age rating: 4+ - Requires: iOS 16.0 · 78 MB - Languages: American English - Released: 2026-06-18 - Data updated: 2026-08-24 - Monetization: freemium - User reviews in markdown: https://appshunter.io/ios/app/planfolio-portfolio-tracker/id6759222246/reviews.md ## What is Planfolio? Planfolio turns your portfolio into a plan. Define a clear investment strategy and a financial freedom goal, then monitor and steer your stocks, ETFs and crypto against it — with a constant portfolio health check, deep fundamental analysis and AI research that shows you exactly where to act. WHY PLANFOLIO IS DIFFERENT Most portfolio trackers stop at showing you numbers. Planfolio tells you what those numbers mean for YOUR strategy: Is your allocation drifting? Is one position quietly dominating your risk? Are you still on track for financial independence? Planfolio answers these questions automatically, every day. PORTFOLIO HEALTH CHECK WITH PERSONAL RECOMMENDATIONS A 5-dimension health radar continuously scores your portfolio on diversification, fundamentals, volatility, dividends, and goal progress — measured against the strategy YOU defined. Instead of generic scores you get personalized, actionable insights to fix weak spots before they hurt performance. FUNDAMENTAL ANALYSIS MADE SIMPLE Skip the spreadsheet. Forget about 100s of numbers. Planfolio condenses financial health, growth, profitability, price evaluation, return and risk factors into clear visual overviews for every stock and ETF — P/E, PEG, margins, revenue and earnings growth, payout ratio and more. Spot overvalued positions and hidden risks in seconds, not hours. POSITION IMPACT ANALYTICS See what each holding actually does to your portfolio: how it shifts your returns, volatility, and diversification. Check the impact BEFORE you buy — for any stock on your watchlist — and make every trade a deliberate strategy decision. AI RESEARCH SAVES YOU HOURS Your home screen shows an intraday AI summary of the major market drivers, so you always know what is moving markets. For every asset, AI research delivers the key growth drivers and risk factors in a 12-month outlook. Know what political and market factors are important for your holdings. YOUR FINANCIAL FREEDOM PLAN, BUILT IN Set your FIRE or wealth target and Planfolio projects your path with realistic return scenarios, savings rates and withdrawal strategies. Know your FI number, FI date, and track whether you are ahead or behind plan — and what to change if you are not. TAX INSIGHTS Planfolio breaks down your realized gains, losses and dividend income per tax year, so you know where you stand before the filing deadline. See your taxable gains at a glance instead of reconstructing them from broker statements. EVERYTHING ELSE YOU EXPECT FROM A MODERN TRACKER - Automatic broker sync or CSV import (DeGiro, Robinhood, Schwab, Trade Republic, Vanguard, and many more) - Import from your current portfolio tracker (Parqet, Portfolio Performance and more) - Real-time and intraday prices, performance and gain charts for every period - Dividend calendar, income tracking and dividend growth analysis - Multi-currency support with automatic conversion to your home currency - Watchlists with full analysis before you invest - Beautiful, fast native app PRIVACY BY DESIGN — NOT AS A TAGLINE Your financial data is end-to-end encrypted on your device before anything is stored. The encryption keys never leave your phone, so nobody but you can read it. No ads, no data selling, no profiling. "We don't sell your data" isn't good enough — we can't even see it. TRY EVERYTHING FREE FOR 14 DAYS Explore ALL Pro features for 14 days — no credit card, no upfront subscription. Afterwards you automatically continue on the free tier. Love Planfolio Pro? Keep every feature unlocked with a monthly or discounted annual subscription. Whether you are building long-term wealth with ETFs, hunting dividend income, or managing a focused stock portfolio on your way to financial independence — Planfolio gives you the strategy, the analysis and the daily guidance to stay on track. Planfolio is an information tool, not investment advice. Terms of Use (EULA): https://planfolio.io/terms Privacy Policy: https://planfolio.io/privacy ## Key features - AI-driven asset research - Fundamental analysis and scoring - Dividend tracking - Wealth planning and projections - Privacy-focused data handling - App Lock with Face ID/PIN ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Prisma Pro Monthly | $9.99 | per month | | Prisma Pro Yearly | $79.99 | per year | ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/planfolio-portfolio-tracker/id6759222246/reviews.md ### 5/5 — Wirklich eine sehr gute App! *2026-06-21* 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. ### 5/5 — Great find for tracking my investments *2026-06-20* 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! ### 5/5 — Great App for Organized Portfolio Tracking *2026-06-20* 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! ## Frequently asked questions about Planfolio ### 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. ## Version history (last 5 releases) ### 1.3.4 — 2026-08-17 - X-Ray distribution analysis for ETFs: look-through in Holdings to see your real allocation - TTWROR metric added to performance view - UK tax intelligence: incl. tax-sheltered position exclusion (6 April tax year) - US tax intelligence: bracket-accurate calculations, wash sale tracking, customisable tax profiles - Pinch-to-expand/collapse long holding lists - Undo button to revert trade deletion - Sorting options on holdings lists in the analysis module - Improved user interface ### 1.3.2 — 2026-08-11 - Volatility and Dividends added to strategy and health check - Broker integration and sync - UI improvements and performance boost ### 1.3.1 — 2026-08-01 - Prisma becomes Planfolio - Improved AI Market Pulse and Healthcheck ### 1.3.0 — 2026-07-21 - Broker connect: You can now connect your broker and automatically synchronize your holdings - Health Check: Get recommendations when your portfolio starts to deviate from your strategy - not generic, but personalised for your holdings and your defined investment strategy - AI Market Pulse: 'What is driving the market?' - See intraday summaries of the major macro factors impacting the market today, summarized by our Research AI. - UI Redesign to simplify handling for you ### 1.2.3 — 2026-07-01 Easily mirgrate your portfolio from another tracker: - Import from Parqet - Import from DivvyDiary --- *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.*