PieFolio AI: Portfolio Tracker

Portfolio Health & AI Analysis

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

AI Portfolio Analysis is now live in 6 languages! Get plain-language insights, track dividend health by broker, and see your investments clearly. Download for free. Know if your portfolio is actually healthy, not just in returns, but in risk, diversification, and income. PieFolio AI gives your portfolio a health score out of 100, AI-written analysis on demand, and a dividend calendar, all in one clean app. No finance degree required. PORTFOLIO HEALTH SCORE Your portfolio gets a grade. You see why. PieFolio AI scores your portfolio across risk exposure, sector diversification, dividend yield, and allocation — and explains each dimension in plain language. • Overall health score and letter grade (A to F) • Risk level breakdown • Diversification across sectors and geographies • Dividend yield and income metrics • Share your score with one tap AI PORTFOLIO ANALYSIS Tap generate. Get a full written report on your portfolio — what's working, where the risks are, what to consider. No financial jargon. No generic advice. Grounded in your actual holdings. Rate the analysis, regenerate when your portfolio changes, or ask follow-up questions in AI Chat (Premium). Free tier: 3 AI analyses per month. Premium: unlimited. AI PORTFOLIO CHAT Ask anything about your portfolio and get a streaming, plain-language answer — grounded in your actual positions. "How concentrated is my tech exposure?" "What's dragging my health score down?" "Where should I look to improve diversification?" AI Chat is a Premium feature. DIVIDEND CALENDAR See every upcoming dividend across your holdings — ex-dividend dates, payment dates, projected income. • Scrollable calendar view (21 days free, 365 days Premium) • Per-dividend amount, yield, and key dates • Built-in dividend calculator • Favorites and pull-to-refresh PORTFOLIO MANAGEMENT Create separate portfolios for different goals — broker accounts, retirement, savings — and see them all in one place. • Multiple portfolios with custom names and colors • Add holdings with quantity, average price, and live value • Total net worth with show/hide toggle • Easy edit and delete with confirmation SEARCH & DISCOVERY Search thousands of securities instantly by ticker or name. Save favorites for quick access. Tap any holding for a detailed view with live price history and dividend history. FREE TO START — NO CREDIT CARD NEEDED - 2 portfolios, unlimited holdings - 3 AI analyses per month - 21-day dividend calendar - Portfolio health score - Stock search and favorites - Secure sign-in: email, Google, or Apple ID PIEFOLIO PREMIUM Unlimited portfolios · Unlimited AI analyses · 365-day calendar · AI Chat 7-day free trial. Cancel anytime. OPTIONAL: SHARIA COMPLIANCE SCREENING Enable Sharia mode in Settings for halal stock screening, a Sharia Health compliance score, and per-holding compliance badges — built for Muslim investors who want their portfolio and values aligned. PieFolio AI is for informational and educational purposes only. It does not constitute financial or investment advice. Always verify decisions independently and consult a qualified financial adviser before investing. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Ratings & Reviews

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- Multi-Language Support: PieFolio AI is now fully localized in English, Arabic, German, Spanish, French, and Italian. - Broker Filters: Track and segment your portfolio metrics and health analytics by individual broker accounts. - Polished UI: Experience fluid navigation, layout safety enhancements, and premium haptics across every screen. - Performance & Enhancements: Smarter Subscriptions: Streamlined subscription flows for a smoother management experience. - Clarity Insights: Refined health tracking parameters and status warning systems for deeper portfolio confidence. Love PieFolio AI? Leave us a rating or review on the App Store!

Version 1.2.0

The developer, Mohamed Mostafa, 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 Linked to You

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

    • 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:

    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based 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

Seller
  • Mohamed Mostafa
Size
  • 58.1 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.
  • 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
  • PieFolio Ai Premium Annually $39.99
  • PieFolio Ai Premium Monthly $4.99
  • Learn More
Copyright
  • © 2026 PieFolio AI
  • Privacy Policy

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