Refolio

Portfolio Tracker & Rebalance

Only for iPhone

Free · In‑App Purchases · Designed for iPhone

iPhone

Track stocks and cash, understand your allocation, and plan portfolio rebalancing before you trade. Refolio is a clean portfolio tracker for stocks and cash, designed to help you understand where your money is allocated and how your holdings change over time. Track multiple portfolios, organize assets by allocation, review holding values, and monitor performance across useful time ranges. Refolio keeps the experience focused: no noisy feeds, no trading distractions, just a clear view of your portfolio. When you are ready to rebalance, Refolio helps you plan adjustments before you act. Refolio Plus unlocks guided rebalance plans, expanded stock holdings, and multiple portfolios. Key features: • Track stock and cash holdings • Organize assets by custom allocations • View portfolio allocation and holding values • Review performance across useful time ranges • Plan portfolio rebalancing before making changes • Unlock advanced tools with Refolio Plus Refolio is for informational and planning purposes only. It does not provide investment, tax, legal, or financial advice and does not execute trades. Refolio only supports U.S.-listed stocks. Terms of Use: https://refolio.pages.dev/terms

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Refined the interface for a cleaner, more polished experience.

Version 1.0.3

The developer, Yunshi Shi, 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:

    • Purchases

  • Data Not Linked to You

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

    • 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
  • Yunshi Shi
Size
  • 8.6 MB
Category
  • Finance
Compatibility
Requires iOS 26.0 or later.
  • iPhone
    Requires iOS 26.0 or later.
  • Mac
    Requires macOS 26.0 or later and a Mac with Apple M1 chip or later.
Languages
  • English
Age Rating
4+
In-App Purchases
Yes
Copyright
  • © 2026 Refolio
  • Developer Website
  • Privacy Policy