Free to start. Research stocks, track your portfolio, and allocate cash across IRAs and brokerages with conviction. Build lasting wealth with a clear strategy.
Long-term investors: Build an investment strategy grounded in conviction, not market noise. Track your portfolio, structure stock research, and optimize capital allocation across IRAs and brokerages.
Vassant acts as a strategic companion for your investment portfolio. It provides personalized architecture and guardrails to ensure you reach your investment goals quicker and more efficiently. Our platform is built on three pillars:
INVESTMENT ORGANIZATION: Turn scattered research into structure. Manage multiple investing accounts, set portfolio targets for positions, track next purchase prices, and document both your investment research and thesis so you don't forget why you bought. When the market gets loud, your conviction and personalized criteria keep you grounded.
CAPITAL ALLOCATION FRAMEWORK: Track your cash before making the purchase. Optimize your investable dollars and track cash flow across accounts (Roth IRA, HSA, Brokerage, etc.) to maximize your wealth-building efficiency.
LIBRARY & CASE STUDIES: Unveil niche investment concepts driving the most successful stocks of the past several decades. See real world case studies applying these concepts.
This strategic portfolio tracker isn't just another tool; it is the essential layer that turns fragmented data organization into a clear, actionable roadmap which allows you to stop following the crowd and start building lasting wealth with confidence.
Who it is for:
• The Fundamental Investor: You pick individual stocks and want to document valuations, stock research, and theses to gain extra conviction in your investments.
• The Precise Capital Allocator: You tightly manage your own money and want maximum control and organization over where your cash goes across different accounts.
• The Motivated Learner: You want a better strategy process and sharper financial intuition.
Make your capital allocation decisions with real conviction.
Download Vassant and build a personalized portfolio tracking and stock research process today.
VassantPRO is an optional auto-renewable subscription. Payment is charged to your Apple Account at confirmation of purchase. It renews automatically at the same price unless canceled at least 24 hours before the end of the current period. Manage or cancel anytime in your Apple Account settings.
Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://vassantfinance.com/privacy
Great introductory app for an investing 'casual' wanting to learn more
Nick_Skrable
Like the title suggests, I am not a very savvy investor. Previously I had only invested in ETFs and just let it ride. Never knew where to start with cherrypicking actual stocks or exploring other kinds of accounts. TMK this is the only app on the market that actually combines investing tools with educational content. That was the big selling point for me. The knowledge base is a great addition. It has a lot of logically ordered and in depth chapters to help you bound a foundation for your research. My main critique about this, though, is it's very text heavy at times. It could benefit from things like charts and real world examples which would help digest the material. I'd also like to see more opportunities to actually apply what you've learned beyond the quizzes at the end of each chapter (For example, interactive exercises where you analyze a real company's financials, compare stocks, or practice evaluating an investment would make the learning experience much more engaging and give you confidence). The stock spotlights section NEEDS to be expanded. Granted, I'm only on the free tier, but there are only 2 available stocks. Since researching individual companies is what I'm really trying to get into, I'd love to see a few more options without having to upgrade. It would also help me the takeaways the experts have for specific companies and then I can connect the dots with my own research and foundational info I learn from the knowledge base. I would 100% consider upgrading to the paid tier with more robust stock spotlights but the free tier doesn't really give me much insight into what that could really be like outside of the couple cherrypicked stocks it provides. Overall I think the app is really solid especially considering it's new. It has a LOT of potential, especially for casual investors like myself who want to become a more hands-on with their investments instead of just buying ETFs. I'd love to see the research side expanded as the app develops.
The investment app I’ve always needed
Payton Jensen
I’ve been using this app to help me organize my portfolio and keep track of my investment strategies. As a casual investor, Vassant has been very helpful with teaching me new concepts and it’s allowed me to feel more confident in my investment decisions. I’ve been able to learn about the stock market and investment strategies without having to waste time and thousands of dollars on a 4 year degree. Its also kept me focused on what matters most and not get distracted. The kinda thing I have been looking for. 👏🏼
Intentional, Not Emotional
Jeremy Flye
The idea behind this app is brilliant! Investing can feel overwhelming, full of strong opinions, and sometimes even manipulative. Vassant helps create a trusted long term strategy, rather than feeling emotionally reactive to whatever the market is doing on any given day. It is a phenomenal resource to any who would like to be more organized, informed, and intentional with their investments.
Great app!
David m Kim
Finally something that makes me write down why I bought a stock before I buy it. The Vault checklist is the feature. Multi account view is clean too. Looking forward to what they have in store.
What's new in 1.0.6:
• A new plan's first year now starts in the month you made it, then runs the full calendar year from the next January.
• Discover has a new Articles tab: read our latest writing in the app, filtered by topic or how recent it is.
• Record a purchase by share count or dollar value, and your portfolio total carries over from your last purchase.
• The Knowledge Base is now the Library, Spotlights are now Deep Dives, and Discover opens on the Library.
• Fund progress shows this year's total against the year's goal, instead of year-to-date.
• A refreshed intro for building your financial framework.
• Finishing your first budget now gets a proper celebration.
• Amount sliders are easier to drag.
• Search explains that international listings are track-only, with a price you enter yourself.
• Warning highlights are easier to read in dark mode.
• "Unlock all profiles instantly" and the Valuation module no longer hide behind the tab bar on Discover.
Version 1.0.6
The developer, Vassant Finance LLC, 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
Usage Data
Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Identifiers
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
Vassant Finance LLC
Size
88.7 MB
Category
Finance
Compatibility
Requires iOS 16.4 or later.
iPhone Requires iOS 16.4 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
