# Steward Companion > Steward Companion (iPhone/iPad app by Paired Minds Services FZCO.) - Source: https://appshunter.io/ios/app/steward-companion/id6770332992 (this page in markdown: same URL + `.md`) - Developer: [Paired Minds Services FZCO](https://appshunter.io/developer/1896734194) - Category: Finance - Price: Free with in-app purchases - Age rating: +4 - Requires: iOS 15.1 · 24 MB - Languages: American English - Released: 2026-06-05 - Data updated: 2026-10-25 ## What is Steward Companion? Steward is the iOS companion to your self-hosted Steward server. You need a running Steward instance to use this app — if you don't have one, contact us at https://fi.paired.net/support. Curious anyway? Tap "Try the demo" on the first screen to explore the full app with synthetic data — no signup, no server needed. ASK CLAUDE — YOUR PORTFOLIO, ANSWERED New in 2.0. Ask questions about your book in plain language and get a straight answer from your own data: "how concentrated am I in tech?", "what's my cost basis on this position?", "which holdings are financing my lombard line?". The assistant reads every holding, custodian and asset class your server tracks, folds in live market data, and answers in a few sentences — not a generic chatbot with no idea what you own. Tap the assistant button on any position to start a chat already focused on that holding, ask it to remember something, or ask it to watch for an earnings release and tell you once the numbers are actually out. Answers keep running on your server if you leave the app, and arrive as a notification. Conversations are encrypted at rest in your own database. WHAT YOUR SERVER TRACKS — AND THIS APP SHOWS • Stocks, ETFs and mutual funds, priced daily • Bonds, CDBs and treasuries with maturity tracking and coupon math • Alternatives: PE funds (with NAV detail), hedge funds, real estate, private holdings • Structured notes and options with per-position premium breakdowns • Multi-currency cash and credit-card balances • Recurring bills and expected income with overdue and arrears alerts • Income actuals and forecast by source — rent, dividends, interest, distributions • Private loan book, and a 183-day residency tracker with travel log ALL-NATIVE SCREENS Dashboard, Investments, Activity, Insights, Income, Recurring, Loans and Residency are fully native — fast, smooth, designed for one-handed use in a focused dark interface. Global search finds any position, transaction or document from anywhere in the app. CHARTS AND BANK FILTERS Portfolio value over time against the S&P 500, NASDAQ, MSCI World or any of 18 benchmark tickers, rebased to 100 so you see relative performance. Region and asset-class allocation at a glance. Per-custodian breakdowns with YTD on each slice, filterable across Insights. DOCUMENT VAULT Your server's document vault, in your pocket: view statements and files, upload from your phone, share to other apps. DAILY BRIEFING & MONTHLY REPORT Once a day your server pushes a snapshot of portfolio movement and what's overdue — tap it to read the full briefing in the app. The monthly portfolio report covers month performance, allocation, custodian split and winners & losers, readable in-app and emailed as a password-protected PDF. CONNECTING Onboarding is QR-based: scan the code on your web app's Connect page. Your server URL and token live in the iOS Keychain. Face ID / Touch ID unlock is optional. WHO IT'S FOR Individuals running their own Steward instance because they want their financial data on their own infrastructure rather than in a third-party SaaS. Family offices, advisors with a handful of clients, anyone managing portfolios across multiple banks. Not for anyone without a Steward server — there is no sign-up flow in the app, the server is provisioned separately. PRIVACY Nothing in this app sends financial data to Paired Minds. On your server, the most sensitive data — assistant conversations, vault documents, bank connection tokens and 2FA secrets — is AES-256 encrypted at rest inside your own database. The app collects only your email, the device's push token and crash diagnostics. See https://fi.paired.net/privacy for the full breakdown. SUPPORT In-app: Settings → Report a problem. Web: https://fi.paired.net/support — we reply within one business day. Built by Paired Minds. More at https://fi.paired.net ## Pricing and in-app purchases Base price: Free. **One-time purchases** | Purchase | Price | Type | | --- | --- | --- | | 31-day access | $29.99 | one-time | | 90-day access | $129.99 | one-time | | 180-day access | $249.99 | one-time | | 365-day access | $449.99 | one-time | | 730-day access | $849.99 | one-time | | Steward one week | $9.99 | one-time | ## Is Steward Companion safe? Not enough ratings yet to assess Steward Companion. ## Is Steward Companion legit? Steward Companion has limited verification signals. The AppsHunter Legitimacy Score for Steward Companion is 58 out of 100 points across 7 verification signals from App Store and developer data. ## Version history (last 5 releases) ### 2.3.0 — 2026-10-15 • Spending, rebuilt: pick any month or window, see a by-month chart with your average, and tap a bar to zoom in. Single months show highlights — spend per currency, the card that carried the month, and the points it earned. • Budgets: switch between this month and the full calendar year, and swipe a category left (or press and hold) to keep it out of the top-line total while the row stays visible. Refunds and credits now net against each category, so Budgets and Spending finally agree. • Tap any category to jump straight to its transactions, already filtered; recategorize from an alphabetical dropdown or add a new category on the spot. • iPad: Spending joins the sidebar. • The app now checks for updates every time it opens, and your chosen windows stay put when you leave the screen. ### 2.2.1 — 2026-09-22 • Apple Watch: the Steward YTD complication refreshes on its own again on watchOS 26 — it fetches your numbers every half hour without opening the watch app. • Apple Health: connect your Apple Watch alongside Garmin and WHOOP, choose which watch drives your daily deficit, and compare the two side by side. • Transactions: the country flag follows where the charge happened, not the card currency; categories fill in automatically after every sync. • Investments: custodian filter slices every total; options show the premium collected. ### 2.2.0 — 2026-09-21 • New: Apple Health — connect your Apple Watch alongside Garmin and WHOOP, choose which watch drives your daily deficit, and compare Garmin and Apple side by side for any day and over the past 30 days. • Nutrition: a calendar picks any day of the last year; pull down to sync your watch; last-sync stamp in the corner. • Transactions: the country flag now follows where the charge happened, not the card currency — a Tokyo purchase on a US card shows Japan. Set it by hand on any row. • Transactions: categories fill in automatically after every sync. • Investments: filtering by custodian now slices every total to that custodian; options show the premium collected; YTD as a share of net wealth. • Daily briefing compares to the previous session close, not "yesterday". • The Ask Claude button can be dragged anywhere on the screen. ### 2.1.0 — 2026-09-07 • New: Fitness & Nutrition — log meals with Claude (type what you ate, or snap a photo of a meal card and note changes like "without potatoes"), track water, and see your daily calorie deficit against your WHOOP or Garmin burn. • New: WHOOP integration — recovery, strain, HRV, resting HR and sleep on the Fitness tab. • New: choose your bottom-menu tabs and start screen in Settings. • Investments: realized P&L and FX result now shown as part of your total YTD. • Fixes: keyboard no longer covers meal inputs; meal entries save instantly and survive restarts. ### 2.0.0 — 2026-08-23 Ask Claude — your portfolio, answered. THE AI ASSISTANT • Ask anything about your book in plain language: "how exposed am I to European banks?", "what's my cost basis on Adyen?", "why is my bond sleeve down?" • Answers come from your own positions — every holding, custodian and asset class your server tracks, not a generic chatbot • Live market data folded in, so you get today's context, not last year's • Tap the assistant button on any position for a chat already focused on that holding • Conversations continue where you left them, and the assistant remembers what you ask it to • Ask it to remind you — "remind me when Salesforce reports" — and it sets a reminder or a standing watch that fires only once the results are actually out • Leave the app mid-question: the answer keeps working on your server and arrives as a notification MONTHLY PORTFOLIO REPORT • Month performance, allocation, custodian split and winners & losers, in-app on the dashboard • Emailed as an encrypted, password-protected PDF — the email itself carries no figures PRIVACY • Assistant conversations, vault documents, bank tokens and 2FA secrets are now AES-256 encrypted inside your own database • Notifications no longer put balances on your lock screen Also: faster vault, clearer bond values, and fixes throughout. ## Apps similar to Steward Companion | App | Rating | Price | Category | | --- | --- | --- | --- | | [CloudPay](https://appshunter.io/ios/app/cloudpay/id1529573699) | — | Free | Finance | | [RUUT](https://appshunter.io/ios/app/ruut/id1636922548) | 4.6 (44) | Free | Finance | | [SC Mobile Banking (UAE)](https://appshunter.io/ios/app/sc-mobile-banking-uae/id535729255) | 4.5 (192) | Free | Finance | | [Amex MENA](https://appshunter.io/ios/app/amex-mena/id723401892) | 2.4 (101) | Free | Finance | | [Bank of Ireland Mobile Banking](https://appshunter.io/ios/app/bank-of-ireland-mobile-banking/id520821023) | 4.1 (337) | Free | Finance | | [Wio Personal](https://appshunter.io/ios/app/wio-personal/id1658472726) | 4.8 (669) | Free | Finance | ## Related topics [bitfocus companion](https://appshunter.io/ios/topics/bitfocus-companion) --- *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 2026-10-25.*