currency fixed at EUR
In principle a good idea but not being able to change the currency in which the overall portfolio(s) are presented in the dashboard kinda defeats the purpose
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Track stocks, ETFs, gold, and crypto without linking bank accounts. Holdings remain on your device, with only public data accessed for prices. Supports multiple asset types and offers detailed performance tracking and interactive charts.
✓Device-only data storage
✓Track stocks, ETFs, mutual funds, precious metals, crypto, and cash
✓Multi-account support
✓Cost basis and performance tracking
✓Interactive charts and allocation views
✓Optional iCloud backup
✓Privacy mode with biometric lock
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What's New in Portfolio Vault
1.0.7
September 4, 2026
Charts now follow your buy and sell lots, so history uses the quantities you actually held. A short walkthrough gets you started on iPhone and Mac. Scheduled price updates are more reliable on both platforms—the Mac helper wakes the app so refreshes are not dropped. Your data still stays on your device.
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FAQ
What types of assets can I track with Portfolio Vault?
Portfolio Vault allows you to track a wide range of assets including stocks, ETFs, mutual funds, precious metals like gold and silver, cryptocurrencies, and cash accounts. This comprehensive tracking ensures you have a complete overview of your financial holdings.
How does Portfolio Vault ensure my financial data is private?
Portfolio Vault prioritizes privacy by storing all your holdings directly on your device. It does not require account linking or bank logins, and only accesses public market data for price updates. Your sensitive financial information never leaves your device.
Does Portfolio Vault have ads?
No, Portfolio Vault is completely ad-free. The app is designed to provide a clean and uninterrupted user experience without any advertisements.
Can I track my investments across different banks and brokers with Portfolio Vault?
Yes, Portfolio Vault supports multi-account tracking, allowing you to monitor your holdings across various banks and brokers. This feature helps you consolidate your financial overview in one place.
What performance metrics does Portfolio Vault offer?
Portfolio Vault provides detailed performance metrics including cost basis, purchase dates, prices, and gain/loss calculations. You can also compare your portfolio's performance over various timeframes like 1D, 1W, 1M, 1Y, and YTD.
Is Portfolio Vault available on multiple devices?
Yes, Portfolio Vault is available natively on both iPhone and Mac. This allows for seamless tracking and management of your portfolio across your Apple devices.
Does Portfolio Vault offer any backup options?
Portfolio Vault offers an optional iCloud backup feature. This allows you to securely copy your local database to your iCloud, providing an extra layer of data safety without the app running directly from iCloud.
What is the age rating for Portfolio Vault?
Portfolio Vault has an age rating of 4+. This indicates it is suitable for a broad audience and does not contain content inappropriate for younger users.