NexFi - Portfolio Tracker
Stocks & Crypto. No Account.
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
Track your stocks, crypto, and investments in one private app. No account required — your portfolio data never leaves your device.
Import from Coinbase, Kraken, OKX, Fidelity, Schwab, and more with API keys, CSV files, or photo scanning. NexFi supports 12+ exchanges and brokerages out of the box, plus a guided CSV wizard for any file format.
PORTFOLIO TRACKING
- Stocks and crypto side by side in one view
- Real-time prices with automatic refresh
- Allocation charts by asset, type, or account
- Multi-portfolio groups to organize accounts (e.g., Retirement vs Trading)
TAX-SMART ACCOUNTS
- 14 account tax types: IRA, Roth IRA, 401(k), HSA, brokerage, and more
- Cost basis methods: FIFO, LIFO, HIFO
- Tax report export: Schedule D PDF, TurboTax CSV, capital gains CSV, income CSV
PERFORMANCE ANALYTICS
- Realized and unrealized gains with short-term vs long-term breakdown
- Income dashboard: staking rewards, dividends, interest, airdrops
- Trade performance: win rate, best/worst trades, hold duration analysis
IMPORT FROM ANYWHERE
- Exchange APIs: Coinbase, Kraken, OKX, Gemini, Crypto.com, Binance
- Brokerage CSV: Fidelity, Schwab, E*TRADE, Corebridge, HealthEquity
- Photo/PDF scanning with Apple Vision OCR
- Guided CSV Wizard for any file format
- Bitcoin and Ethereum wallet address import
PRIVACY FIRST
- All data stored locally on your device
- No account creation, no sign-up, no cloud requirement
- API keys stored in the iOS Keychain
- Optional iCloud backup (encrypted)
SUBSCRIPTION TIERS
- Free: Unlimited assets, exchange imports, watchlist, basic portfolio view
- Pro ($2.99/mo): Ad-free, income dashboard, trade performance, AI consultation
- Premium ($5.99/mo): Everything in Pro plus tax export, price alerts, multi-portfolio, custom CSV export
NexFi is built for investors who want complete control over their portfolio data without sacrificing features.
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Ratings & Reviews
- Updated UI to be more user friendly across several features
- Updated App Store Connect marketing URL
- Fixed an issue where certain swap transactions showed incorrect cost basis
- Fixed an issue where restoring a backup required an app restart*
The developer, STEVEN EUGENE GADIENT, 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 Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- STEVEN EUGENE GADIENT
- Size
- 17.8 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 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+
- In-App Purchases
Yes
- NexFi Premium Yearly $59.99
- NexFi Premium Monthly $5.99
- NexFi Pro Yearly $29.99
- NexFi Pro Monthly $2.99
- Copyright
- © 2026 Steven Gadient