Portfolio vs PB Optimize
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Portfolio
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A simple free portfolio tracker combined with a compound interest calculator. See where your portfolio is now and discover where it might go in the future. The compound interest calculator starts with your own portfolio as the initial investment. Then you may change three parameters: * The number of years of continued investing * The expected annual return * The additional investment per month Playing with these parameters, you immediately see where your wealth might end up. Note that this app is at an early stage. It does not yet automatically update asset prices or currency exchange rates. The currency exchange rates used for handling assets in different currencies will update with updates of the app.
PB Optimize
This cloud-based financial technology solution helps institutional investors optimize operations for alpha generation. It offers enhanced security, real-time market data for transparency, and tools to streamline workflows and create efficiencies.
- Operational alpha generation
- Two-factor authentication
- Biometric login
- Real-time market data
- Customizable settings
- Multi-condition alerts
- Streamlined workflow tools
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PB Optimize is a cloud-based technology solution designed to enable institutional investors to generate “operational alpha” through proper management of financing, collateral, treasury, and portfolio risk. Security: PB Optimize is committed to your security, supporting two-factor authentication and biometric login. Transparency: PB Optimize provides access to real time market and proprietary data for greater transparency and unique insights to inform decision-making. • Intraday and historical coverage on lending rate and liquidity levels • PB Optimize Marketplace provides bids for competitive pricing and cost savings Efficiency: PB Optimize helps streamline workflows and create efficiencies with flexible technology. • Customizable settings create a unique user experience • Multi-condition alerts allow users to monitor portfolio and market events • Movements Tools streamline workflows related to Asset Transfers across various counterparties 1163632.17.0
Screenshots
Verdict
The clearest difference is update cadence: Portfolio at every 3 days against PB Optimize's every 2 months. On price, ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Portfolio ships an update every 3 days, PB Optimize every 2 months. The most recent releases landed on September 17, 2026 and June 1, 2026 respectively.
| Parameter | Portfolio | PB Optimize |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (4 ratings) — better |
| Positive reviews | — | 100.0% of reviews |
| Number of ratings | — | 4 — better |
| Update frequency | Every 3 days — better | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone | iPhone, iPad — better |
| Requires iOS | 17.0 | 16.0 — better |
| Further details — not scored | ||
| Size | 1 MB | 20 MB |
| Age rating | 4+ | 17+ |
| Developer | Sebastian Fichtner | Fidelity Global Brokerage Group, Inc. |
In-app purchases
Portfolio
No in-app purchases
PB Optimize
No in-app purchases









