Ascend Research
Research desk for your book
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Ascend Research — your research desk for the names you own.
Ascend turns your portfolio into a living research operation. Write a thesis for every position, track what's working, and get a clear read on your book — grounded in real data, not noise. Research and education, not advice.
Your Book
See your holdings, performance, and cost basis in one place, with a true time-weighted return reconstructed from your transactions.
Living Theses
Write a thesis for each position with the criteria that actually matter. They resolve automatically when a company reports — green when the thesis is confirming, red when it's breaking — so you know the moment the story changes.
Morning Brief
A daily brief on what moved in your book and why, composed for you and ready to listen to.
Earnings Coverage
Calls, transcripts, financials, and a valuation sandbox for the names you follow — with the numbers visible, so you can audit them.
Risk X-ray
See your concentration, your sector tilt vs. the S&P, thesis risk, and upcoming earnings events — the risks hiding in your book.
Ask
A research assistant that knows your book. Ask about a position, a thesis, or a name you're watching and get grounded answers you can trace.
Today
A focused feed that surfaces what needs your attention — movers with the "why," coaching on your decisions, and new names worth a look.
Built for the self-directed investor who wants to think clearly and keep score honestly.
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Ascend provides research and educational tools only. It is not investment, financial, tax, or legal advice, and nothing in the app is a recommendation to buy or sell any security. You are responsible for your own decisions. Investing involves risk, including the possible loss of principal.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
A redesigned research desk makes it easier to follow your companies and see what changed.
• Explore each company's thesis, news, financials, valuation and research in one workspace.
• See business relationships and revenue exposure with Ecosystem.
• Jump to any company or screen with Go To, by voice or by typing.
• Clearer holdings, performance and earnings views.
• Saved Ask conversations with expandable sources, plus thesis proposals you can apply or dismiss.
• Refreshed news and thesis cards with clear status symbols.
The developer, Jordan Newton, 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:
- User Content
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Jordan Newton
- Size
- 14.7 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Jordan Newton