# Stock & Portfolio App: Summit

> Ad-free, on-device portfolio tracker for stocks and ETFs. (iPhone/iPad app by Oscar Gorog.)

- Source: https://appshunter.io/ios/app/stock-and-portfolio-app-summit/id6756911679 (this page in markdown: same URL + `.md`)
- Developer: [Oscar Gorog](https://appshunter.io/developer/1153205374)
- Category: Utilities
- Price: Free with in-app purchases
- Rating: 3.00/5 from 2 App Store ratings · 4 written reviews indexed
- Age rating: 4+
- Requires: iOS 26.0 · 27 MB
- Languages: English
- Released: 2026-02-18
- Data updated: 2026-06-03
- Monetization: freemium
- User reviews in markdown: https://appshunter.io/ios/app/stock-and-portfolio-app-summit/id6756911679/reviews.md

## What is Stock & Portfolio App?

Summit is a modern portfolio tracker designed to help you clearly understand your investments - without ads, or cloud-based data processing.

Track your portfolio’s performance, analyze returns, and manage transactions across stocks and ETFs with a clean, native experience built for iPhone and iPad. Summit focuses on clarity, privacy, and thoughtful design, giving you powerful insights while keeping your data fully under your control.

POWERFUL ANALYTICS
Summit’s customizable portfolio view lets you build the insights that matter most to you, including total return, performance over time, historical returns, portfolio allocation, and largest positions. Cells can be filtered by account and rearranged to match your investing style.

TRANSACTION TRACKING
Track all investment activity with a guided, multi-step flow. Summit supports buy and sell transactions, dividends, deposits, withdrawals, and interest. Edit or delete transactions at any time, with changes instantly reflected across your portfolio.

PRIVACY BY DESIGN
Summit is built with privacy as a first-class feature. There are no ads and no cloud-based processing. Portfolio insights and AI-powered summaries run entirely on-device, with data syncing securely via iCloud. Lock the app for extra peace of mind.

LIVE MARKET DATA
Stay up to date with real-time quotes and historical prices and automatic currency conversion.

BUILT FOR APPLE PLATFORMS
Summit is a native iOS and iPadOS app with iCloud Sync across devices for free.

Summit may offer subscriptions for "Summit Pro". Payment will be charged to your Apple ID account at the confirmation of purchase. The subscription automatically renews unless it is cancelled at least 24 hours before the end of the current period. Your account will be charged for renewal within 24 hours prior to the end of the current period. You can manage and cancel your subscriptions by going to your App Store account settings after purchase. Cancellation of the current active subscription period is not allowed. Summit's Privacy Policy can be found at https://summitportfolio.app/privacy/ and Terms of Use at https://summitportfolio.app/terms/

## Key features

- Portfolio performance tracking
- Transaction management
- On-device data processing
- Live market data
- Customizable insights
- iCloud Sync

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Summit Pro - Monthly | $12.99 | per month |
| Summit Pro - Annual | $99.99 | per year |
| Summit Pro - Annual Family | $199.99 | per year |

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| Summit Pro - Lifetime | $299.99 | one-time |


## Recent user reviews (4 of 4)

All indexed reviews: https://appshunter.io/ios/app/stock-and-portfolio-app-summit/id6756911679/reviews.md

### 4/5 — Beautiful App

*2026-04-18*

This app is absolutely beautiful to look at. More importantly, it’s seems functional and adds lots of insight to your portfolio. May take some work initially to setup, however it’s well worth the return in the end. iCloud backup available and data stays on your device for security. I only wish there was a way to add an asset to the portfolio, such as the balance in an annuity, bullion, etc.  Maybe I just haven’t figured it out yet. Love the app, but decided to not subscribe to the Lifetime purchase, because it was very expensive and the couple of flaws that are non-negotiable for me. ⭐️⭐️⭐️⭐️

### 5/5 — Beautiful App

*2026-02-25*

This app is absolutely beautiful to look at. More importantly, it’s very functional and adds lots of insight to your portfolio. May take some work initially to setup, however it’s well worth the return in the end. iCloud backup available and data stays on your device for security. I only wish there was a way to add an asset to the portfolio, such as the balance in an annuity, bullion, etc.  Maybe I just haven’t figured it out yet. Love the app and I’m considering the Lifetime purchase, which I don’t often do. Love the icon too! ⭐️⭐️⭐️⭐️⭐️

### 2/5 — Completely incorrect numbers

*2026-02-25*

Current value number and Portfolio value graph show some random number. Name of stock is not displayed anywhere, besides stock edit screen. There is no way to even submit feedback. Seems like a vibe coded alpha version.

### 5/5 — Beautiful App

*2026-02-22*

This app is absolutely beautiful to look at. More importantly, it’s very functional and has lots of insight to your portfolio. May take some work initially to setup, however it’s well worth the return in the end. iCloud backup and data stays on your device for security. I only wish there was a way just to add an asset to the portfolio such as the balance in an annuity, bullion, etc.  Maybe I just haven’t figured it out yet. Love the app and I’m considering the Lifetime purchase, which I don’t often do. ⭐️⭐️⭐️⭐️⭐️

## Frequently asked questions about Stock & Portfolio App

### What is Summit?

Summit is a modern portfolio tracker designed for iPhone and iPad. It helps you understand your investments with powerful analytics, transaction tracking, and live market data, all while prioritizing privacy with on-device processing.

### Does Summit have ads?

No, Summit is built with privacy as a first-class feature and does not contain any advertisements.

### How does Summit handle my data?

Summit processes all portfolio insights and summaries entirely on-device. Your data is kept private and syncs securely via iCloud across your Apple devices.

### What kind of investments can I track with Summit?

Summit allows you to track your portfolio's performance and manage transactions for stocks and ETFs. It supports various transaction types including buys, sells, dividends, deposits, withdrawals, and interest.

### Is Summit available on Android?

Summit is a native iOS and iPadOS app, built specifically for Apple platforms like iPhone and iPad. It is not currently available on Android devices.

### How often is Summit updated?

The latest version of Summit is 2026.3, and it was last updated on March 18, 2026. Updates typically bring new features, improvements, and bug fixes.

### What are the subscription options for Summit Pro?

Summit may offer subscriptions for 'Summit Pro' for enhanced features. Payments are charged to your Apple ID, and subscriptions automatically renew unless canceled at least 24 hours before the current period ends.

### What is the age rating for Summit?

Summit has an age rating of 4+, making it suitable for a wide range of users interested in tracking their investments.

## Version history (last 5 releases)

### 2026.5 — 2026-05-21

This update includes a new onboarding flow, in addition to some bug fixes and general improvements.

### 2026.4 — 2026-05-17

This update includes a new onboarding flow, in addition to some bug fixes and general improvements.

### 2026.3 — 2026-03-18

This update introduces Sherpa, a powerful new tool designed to help you get more out of Schooly.

# New
- Sherpa - Your new intelligent assistant for navigating Schooly and getting insights faster.
- Portfolio tab - A redesigned portfolio experience replaces the previous Home & Analytics tabs, making it easier to access what matters most.
- Family annual subscription - A new family plan is now available so everyone in your household can access Summit Pro.
- Turkish Lira (TRY) Support - You can now track portfolios using TRY.

# Improvements
- Improved loading animations for a smoother experience throughout the app.

### 2026.1 — 2026-02-19

No release notes.

### 2026.2 — 2026-02-17

Thanks for using Summit! Here's what new in this version:
- CSV importing now alerts you to the issue with your CSV file
- There is now a confirmation alert before deleting an account

## More apps by Oscar Gorog

- [Musiker](https://appshunter.io/ios/app/musiker/id1327171490)
- [Schooly: School Organiser](https://appshunter.io/ios/app/schooly-school-organiser/id1524435833)

All apps by Oscar Gorog: https://appshunter.io/developer/1153205374

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*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 2026-06-03.*