Briefcase - AI portfolio
Personal portfolio management
Free · In‑App Purchases
Briefcase Holdings have now been expanded to cover more international stock markets. The free three day trial has been reinstated till further notice. Try the new 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/
Australian market support
Track ASX shares, ETFs, and hybrids with live pricing in AUD. Search now
shows each listing's exchange and currency, so you add the right one.
Multi-currency portfolios
Every holding keeps its own currency, and your total converts to a base
currency you choose — no more AUD and USD mixed together.
Saved conversations
Ask AI chats now save automatically. Reopen or delete past conversations
from the history icon.
Bug fixes
Subscription screen now shows your exact trial terms. Search results are
no longer cut off, and charts load correctly for holdings.
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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Ugochukwu Nwune
- Size
- 52.3 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- PRO $4.99
- Copyright
- © 2026 Ugo Nwune