Briefcase - AI portfolio

Personal portfolio management

Free · In‑App Purchases

Briefcase is a stock agent equipped with tools to do all your holding research and report it in digestible insights. 3 days free trial for all users to try out the agent. Briefcase is your personal comprehensive portfolio management dashboard. It allows you to monitor all your assets ranging from stock, bonds, to crypto, even cash and physical goods. The app monitors price fluctuations in your holding and generates AI insights based on your asset performance to guide investment decisions. End user license agreement https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

  • 5.0
    out of 5
    3 Ratings

Invest across the world's markets Briefcase now supports stocks and ETFs on 47 exchanges, up from the US and Australia. Add holdings from London, Toronto, Frankfurt, Paris, Tokyo, Hong Kong, India, Singapore, Korea, Brazil, Saudi Arabia, Dubai, Tel Aviv, Istanbul, Warsaw, Jakarta, Bangkok, Johannesburg and more. Your portfolio in your currency Choose from 33 base currencies. Briefcase converts every holding using live exchange rates, so your total is always in one currency, while each holding still shows its own price in its local currency. Smarter search When a ticker is listed on more than one exchange, the listing in your currency comes first. You can also type tickers with or without the exchange suffix. Accurate market hours Open and closed labels follow each exchange's own trading days, lunch breaks and early closes. Made for iPhone Duo Open your iPhone Duo and Briefcase spreads out into a side-by-side layout, with your holdings next to the details. Close it and you're back to the familiar single screen. Ready for iOS 27 Updated for iOS 27, plus performance and stability improvements.

The developer, Ugochukwu Nwune, 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 Not Collected

    The developer does not collect any data from this app.

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

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

    Seller
    Ugochukwu Nwune
    Size
    55 MB
    Category
    Finance
    Compatibility
    Requires iOS 15.1 or later.
    • iPhone
      Requires iOS 15.1 or later.
    • iPad
      Requires iPadOS 15.1 or later.
    • iPod touch
      Requires iOS 15.1 or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    English
    Age Rating
    4+
    In-App Purchases
    Yes
    Copyright
    © 2026 Ugo Nwune