Ascend Research

Research desk for your book

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

You're the PM — Ascend is your analyst's desk. A living thesis on every holding, and we tell you what would change our mind. Research, not advice. 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. — 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.

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New — Alerts: set price, thesis-drift, news, and earnings alerts on any name, and tap "alert me if this breaks" right on a thesis driver. Manage them in More → Alerts, and tap an alert to jump straight to the position. You can now also create an account directly in the app. Plus reliability improvements.

Version 1.0.1

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

Privacy practices may vary based, for example, 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
  • Jordan Newton
Size
  • 8.5 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.
Languages
  • English
Age Rating
4+
Copyright
  • © jordan Newton
  • Developer Website
  • Privacy Policy