Portavex: Analyze

Portfolio Risk & AI Analysis

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

Professional portfolio analysis powered by AI. Understand your real risk, diversification, and strategy alignment — built for self-directed investors. Portavex: Analyze gives self-directed investors professional-grade portfolio analysis tools — without the advisor fees, sales agenda, or brokerage affiliation. Powered by AIDA, your AI investment assistant, Portavex: Analyze helps you understand what's really in your portfolio, where your risks are concentrated, and how your holdings measure up across 15+ analysis tools. WHAT YOU CAN DO - Analyze your portfolio across risk, diversification, valuation, and performance - Ask AIDA anything about your holdings in plain English - Get spoken portfolio walkthroughs powered by AI - Save and reload multiple portfolio configurations - Choose from four investment strategies — Aggressive Growth, Growth, Blend, and Income AIDA — YOUR AI INVESTMENT ASSISTANT Just describe what you want to know. AIDA interprets your question, analyzes your portfolio, and explains what it finds in plain language. No finance degree required. WHAT'S INCLUDED - Portfolio volatility and risk band rating - HHI concentration score - Strategy alignment grade - Correlation heatmap - Sector, asset type, and product allocation charts - Monte Carlo simulation - Stress test scenarios - Tax efficiency analysis - Timeline projector - Dividend analysis - And more ASSET TYPES SUPPORTED US Stocks & ETFs · Canadian Stocks & ETFs · Crypto · Bonds · Precious Metals BUILT FOR SELF-DIRECTED INVESTORS Portavex: Analyze was built from 20+ years of experience advising clients and training financial advisors. The tools inside are the same ones professionals use — now available to everyone. IMPORTANT Portavex: Analyze is for educational and informational purposes only. Nothing in this app constitutes financial advice or a recommendation to buy or sell any security. Always consult a qualified financial advisor before making investment decisions. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ © 2025 Portavex Labs Inc.

Ratings & Reviews

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The developer, Portavex Labs Inc., 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 Linked to You

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

    • Purchases
    • Contact Info
    • Identifiers
    • 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
  • Portavex Labs Inc.
Size
  • 32.7 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
  • Analyze Pro $39.99
  • Analyze Pro $9.99
  • Analyze Elite $79.99
  • Analyze Elite $9.99
  • Learn More
Copyright
  • © 2025 Portavex Labs Inc.
  • Developer Website
  • Privacy Policy