VestClaw IQ

VestClaw IQ

Smart Budget & Wealth Tracker

6 ratings
3 reviews
Free
In-App Purchases

Details

  • Released
  • Updated
  • April 27, 2026
  • September 10, 2026

Features

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VestClaw IQ screenshot #10 for iPhone
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About

This app provides comprehensive financial management tools, including portfolio analytics, budgeting, and cash flow tracking. It offers institutional-grade insights to help users understand their full financial picture, from net worth to retirement planning.

βœ“Institutional-grade portfolio analytics
βœ“Net worth tracking across connected accounts
βœ“Benchmark portfolio performance
βœ“Economic indicator analysis
βœ“Smart budgeting and spending tracking
βœ“Cash flow visualization
βœ“Retirement planning simulations
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What's New in VestClaw IQ

3.13

September 10, 2026

This update improves reliability across Holdings, Allocation, and Tax Summary, with faster loading and more consistent data under heavy usage. General performance and stability improvements throughout. Enhanced the Monthly Review flow with clear step-by-step navigation. Added Investment Review analytics.

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Subscription plans

Annual Premium

Unlock institutional-grade portfolio analytics for you.

$79.991 Year
7 Days trial
How to cancel VestClaw IQ subscription ⁉️

User reviews

Must get

This app is a game changer

Finance Game Changer

I’ve tried a number of finance apps and VestClaw stands out for combining budget and investment analysis in one place. Portfolio insights are easy to understand and the app helps simplify financial decisions without feeling overwhelming.

Personal finances made easy

To be able to see my entire financial universe all in one place with lots of tools and insights that allow for smart financial planning, household budget maintenance, and stock investment monitoring and strategizing is a huge benefit to me and my family.

Developer apps

FAQ

What is VestClaw IQ?

VestClaw IQ is a financial command center offering institutional-grade portfolio analytics, budgeting, and cash flow tracking. It aims to provide users with a clear understanding of their complete financial picture.

How does VestClaw IQ handle security for bank connections?

VestClaw IQ uses Plaid for secure, encrypted bank connections with bank-grade security and read-only access. It supports checking, savings, credit cards, brokerage, and retirement accounts.

What kind of portfolio analytics does VestClaw IQ offer?

VestClaw IQ provides institutional-grade analytics including Efficient Frontier visualization, Sharpe Ratio, volatility metrics, diversification scoring, and comparison to Min Variance and Max Sharpe portfolios.

Can VestClaw IQ help with retirement planning?

Yes, VestClaw IQ offers retirement planning features with real-return math in today's dollars and Monte Carlo simulations powered by Federal Reserve economic data to project savings progress.

What are the benefits of VestClaw IQ Premium?

VestClaw IQ Premium unlocks the full suite of institutional-grade analytics, portfolio optimization tools, and expanded account connection capabilities. Payment is charged to your Apple account upon confirmation.

How often is VestClaw IQ updated?

The latest version of VestClaw IQ is 2.4, and it was last updated on 2026-06-23. This indicates regular updates to improve features and reliability.

What devices does VestClaw IQ support?

VestClaw IQ is available on iPhone and iPod devices, as indicated by its supported devices list. It is rated for ages 4 and up.

How can I cancel my VestClaw IQ Premium subscription?

You can manage or cancel your VestClaw IQ Premium subscription within your account settings. The subscription automatically renews unless canceled at least 24 hours before the end of the current period.