All your investment accounts in one place. No logins.
Brokerage, 401(k), IRA, 529 and HSA accounts in one total that moves with the market.
Add or update an account from a photo of a statement. Nothing connects to your bank or broker.
The try page runs the app with example data. Nothing to install, nothing kept.
How it helps
Every account, one total
Brokerage, 401(k), IRA, Roth, 529 and HSA accounts, grouped as retirement, taxable, education and health, with a subtotal for each and a 30-day chart of the total.
No logins, no linking
Nothing connects to a bank or broker. Type an account in, or take a photo or screenshot of a statement and the AI in Studio fills in the holdings for you to check.
Moves with the market
Stocks and ETFs follow live market prices. A fund without a live price can follow a similar index and is marked “tracks”; anything else keeps its statement value.
Quick to update, easy to hide
When a new statement comes, open the account and tap Update from a photo. Tap 👁 to blur every amount when someone is looking.
🔒 Private by design
Your accounts stay on your phone, and on your computer if you also use Studio there. A photo goes to the AI only to be read: account numbers, names and addresses are never saved. To price holdings, the app downloads public market prices. Values are estimates for your own overview, not investment advice.
Make it yours
Ask Studio for a change in plain words, for example:
- “Set a target mix and show how far off I am”
- “Add my house and car so I see my net worth”
- “Show the total in euros”
Every version is kept in History, so any change can be undone.
Questions
What does it cost?
Nothing. Portfolio and PriorStates Studio are free, with no ads. Reading a statement photo uses the AI in Studio: a free starter, limited per day, or your own AI key.
Does it log in to my bank or broker?
No. Nothing connects to any account. You add accounts by hand or from a photo or screenshot of a statement, and you update them the same way.
Do I need an account?
No. There is no sign-up. Open Studio, tap Gallery and add Portfolio. You can try it first in your browser with example data.
Which devices does it work on?
Android and iPhone with the Studio app, and any browser with Studio on the web. Studio on a Mac, Windows or Linux computer can keep a copy of your accounts in step with your phone.
Made with PriorStates Studio
Portfolio is one of the free apps in the Studio Gallery. Studio changes it for you when you ask, and makes a new app when you describe what you need: a sign-up sheet, an order form, a tracker.