Helvestor: Portfolio Tracker

Stocks, ETF & Crypto with AI

Free · In-App Purchases · Designed for iPad. Not verified for macOS.

See Your Whole Portfolio. Clearly. Every account in one view — no bank login. AI explains diversification, costs and risk. Privacy mode when you show it. Free to start. See Your Whole Portfolio. Clearly. Trackers show you numbers. Helvestor explains them — like a personal analyst who actually knows your portfolio. ALL ACCOUNTS. ONE DASHBOARD. NO BANK LOGIN. Stocks, ETFs, crypto and other assets from every broker in one clean view. Group accounts freely into sub-portfolios. Track value and performance by day, week, month, YTD, year or max. Add positions manually or import statements — no broker PIN, no bank API. Your credentials never leave your hands. AI THAT EXPLAINS, NOT JUST CALCULATES Your AI portfolio score rates diversification, costs, the macro environment and risk — most important point first, in plain language. IRR and TTWROR come with context, not as bare numbers. Daily and weekly AI market updates show your biggest movers and explain why they moved. And when you have a question, ask the built-in AI assistant about your own portfolio. DIVIDENDS, BEFORE THEY ARRIVE The dividend calendar shows your payout history with year-over-year growth — and forecasts what your portfolio will pay you over the next 12 months. PRIVACY MODE One tap hides all amounts while relative performance stays visible. Show your strategy without showing your wealth. AND THERE'S MORE Benchmark your portfolio against any stock, ETF or crypto Watchlist with price targets and alerts Follow the trades of famous investors and US politicians Financial plan calculator: set a goal, see when you'll reach it START FREE No credit card required. Upgrade only once Helvestor has earned it. Helvestor is a private tool for understanding your portfolio. Not investment advice. No tax filing, no pillar 3a, no securities statement. Terms/EULA: https://www.helvestor.ch/documents/agb Privacy: https://www.helvestor.ch/documents/datenschutz

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- SDK Update to support IOS 14+

Version 1.0.2

The developer, Fabian Beerli, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Identifiers

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Purchases
    • Financial Info
    • Contact Info
    • User Content
    • Identifiers

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Diagnostics

Privacy practices may vary based, for example, on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Provider
Fabian Beerli
Size
21.2 MB
Category
Finance
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPad
    Requires iPadOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
English
Age Rating
4+
In-App Purchases
Yes
  • Premium+ Yearly $129.99
  • Premium Jährlich $69.99
  • Premium+ Monthly $12.99
  • Premium Monthly $6.99
  • Learn More
Copyright
© 2026 Fabian Beerli
  • Developer Website
  • Privacy Policy
  • Licence Agreement

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