PortfolioAnalyzer
Analyze Risk! Invest Smarter!
$14.99 · Designed for iPad. Not verified for macOS.
Now with Demo Mode, improved Entry Price calculation and optimized charts for even more accurate portfolio analysis.
PortfolioAnalyzer helps you understand your investment portfolio with clear, structured and transparent analysis tools.
The app is designed for investors who want to review their portfolio decisions more consciously. Instead of relying on unclear recommendations, automated predictions or black-box systems, PortfolioAnalyzer focuses on understandable key figures such as performance, volatility, drawdown, risk, return and position-level evaluation.
With PortfolioAnalyzer, you can import and review portfolio data, compare positions, identify risk concentrations and analyze how individual holdings contribute to the overall structure of your portfolio. The app provides visual charts and practical explanations so that the results are not only displayed, but also easier to understand.
A special feature is the BBO analysis — Best Buy and Offer. This view evaluates positions using established financial indicators such as return, volatility, drawdown, Sharpe, Sortino and Calmar logic. The result is a structured ranking of potential buy candidates and positions that may deserve closer review. BBO is not a trading signal and not financial advice. It is a transparent standard analysis that can be compared with your own analysis to support more disciplined decision-making.
**Main features:**
• Portfolio analysis based on imported depot data
• Performance, risk and drawdown views
• Position-level evaluation
• BBO Best Buy and Offer ranking
• Customizable weighting of key financial indicators
• Clear charts and explanatory help texts
• Local, transparent analysis without AI-based predictions
• Designed as decision support, not as investment advice
PortfolioAnalyzer does not execute trades, does not provide personal financial advice and does not guarantee future investment results. The app is intended to help users better understand portfolio structure, risk and performance before making their own investment decisions.
**31 supported languages.**
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
New startup selection between My Version and Demo Version.
Improved Entry Price calculation.
Optimized charts.
Performance and stability improvements.
The developer, Hans Joachim Weber, 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 Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Hans Joachim Weber
- Size
- 6 MB
- Category
- Finance
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Hans Joachim Weber, Finalytics GmbH
