Catfolio
Portfolio & Return Analysis
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
All your accounts. One clear view.
Catfolio brings holdings, returns and investment research together in a native portfolio app. See what you own, understand what changed, and learn from your own investments.
YOUR PORTFOLIO AT A GLANCE
• Bring supported accounts together or import your records from CSV.
• Explore holdings, market value, cash, costs and daily changes.
• Use the portfolio heatmap to understand allocation and performance.
UNDERSTAND YOUR RETURNS
• Follow performance over time and compare with benchmarks.
• Review gains, losses and the contribution of individual holdings.
• Browse trades, dividends, interest and cash movements.
RESEARCH WITH CONTEXT
• Explore price charts, company information and financial data where available.
• View supported pre-market and after-hours prices and charts.
• Connect your own AI service to ask questions about your portfolio and research.
MADE FOR EVERYDAY USE
• English and Simplified Chinese, light and dark appearance, and display-currency preferences.
• Portfolio records and calculations stay on your device. CSV files are parsed locally and service credentials are stored in Keychain.
• Optional remote AI services receive the questions and relevant context you send. Optional iCloud preference sync excludes your portfolio ledger and broker credentials.
EARLY-BIRD EXPERIENCE
Welcome to Catfolio's first App Store release. As an early user, your feedback helps shape future improvements to usability, data coverage and analysis. During this launch phase, the app's currently available features are free to use. Third-party market-data and AI service fees are separate. This launch offer does not promise permanent free access or include future paid features.
BEFORE YOU START
Broker connections and research coverage depend on the provider, supported market and your account permissions. Some market-data and AI features require your own provider account or API key; third-party charges may apply. Quotes and other data may be delayed, incomplete or unavailable. Extended-hours coverage varies by security and source.
Catfolio is a portfolio tracking and research tool. It does not place trades or transfer money, and its information and AI-generated content are not investment or tax advice. Check important figures against your broker's records and original sources.
Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Ratings & Reviews
• iPad and Mac: a new sidebar workspace. Switch between Overview, Research, AI assistant, Account and Settings, with your holdings always in the sidebar.
• The stock page uses two columns on wide screens.
• Fixed missing capital expenditure and free cash flow for companies such as NVIDIA.
• New Catfolio Pro monthly subscription and limited lifetime purchase to support development. Every feature remains open to everyone.
• Interface and stability improvements.
The developer, 千 赵, 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
- User Content
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- 千 赵
- Size
- 80.2 MB
- Category
- Finance
- Compatibility
Requires iOS 18.0 or later.
- iPhone
Requires iOS 18.0 or later. - iPad
Requires iPadOS 18.0 or later. - Mac
Requires macOS 15.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 2.0 or later.
- iPhone
- Languages
- English and Simplified Chinese
- Age Rating
13+
- 13+
- Infrequent
Mature or Suggestive Themes
Alcohol, Tobacco, Drug Use or References
Guns or Other Weapons
- In-App Purchases
Yes
- Catfolio Pro Monthly $4.99
- Catfolio Pro Lifetime $119.00
- Copyright
- © 2026 Qian Zhao