Simvestrix
Stock Charts & Portfolio Tools
Free · In‑App Purchases · Designed for iPad
Simvestrix helps traders and investors analyze the market, track portfolios, scan stocks, and manage trading decisions from one focused mobile workspace.
Use advanced charts, market heatmaps, portfolio insights, watchlists, and a trading journal to stay organized before and after each move.
CHART THE MARKET
- Follow stocks and ETFs with clean mobile charts
- Review price action, trends, and technical levels
- Move quickly from symbol discovery to deeper analysis
TRACK YOUR PORTFOLIO
- Monitor positions, cash, exposure, and performance
- Review portfolio risk and return in one place
- Keep your watchlist close to the market context
FIND OPPORTUNITIES
- Search and scan symbols
- Review market pulse and S&P 500 heatmap
- Compare what is moving before deciding what to inspect next
BUILD BETTER HABITS
- Log trading decisions in a structured journal
- Review patterns over time
- Keep analysis, portfolio context, and notes together
IMPORTANT INFORMATION
Simvestrix is not a broker and does not provide brokerage services. Trading features, where available, depend on third-party providers and may require a valid brokerage account. Simvestrix does not provide financial, investment, tax, or legal advice. All investments involve risk, including possible loss of capital.
Auto-renewable subscription terms apply.
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
more What's new in 1.7.12:
• Share a plan by link: send it on WhatsApp, and the other person sees the plan and can save their own copy.
• The watchlist and portfolio show the pre-market change correctly.
• Today's candle on the chart shows today's trading range.
• Broker connect: the sign-in page no longer closes halfway.
• Clearer messages and display fixes.
1.7.12 4d ago
What's new in 1.7.11:
• Start without an account: the app opens on Home, with charts and trade planning.
• Save a plan and get an alert when the price reaches your entry.
• Signup and password reset links from email open right in the app.
• Chart: fixed 30 minute and 4 hour ranges, full history in All, and compare in a side panel.
• A heatmap of the 500 largest US companies.
• Faster navigation and display fixes.
1.7.11 5d ago
What's new in 1.7.10:
• Shorting and margin: turn them on from the order ticket after a risk acknowledgment, plus new switches in Settings.
• No broker connected? Import your broker file straight into the portfolio.
• Connecting a broker opens a broker picker, and the portfolio shows the broker you already connected.
• Clearer order dialogs, in English too.
• Display fixes.
1.7.10 Oct 15
What's new in 1.7.9:
• Alerts for material SEC filings on stocks you plan or hold, with a notifications inbox under the bell.
• Dividends and buybacks card, plus insider buys and sells.
• Broker errors explained in one plain sentence.
• A cleaner chart header and side bar.
• Full left to right layout in English, plus display fixes.
1.7.9 Oct 12
What's new in 1.7.8:
• Financials and company profile straight from SEC filings: GAAP EPS and P/E with their source, the latest filings, and a notice when a company says prior reports should not be relied on.
• Company notices: what the company itself filed (results, agreements, management changes), with the press-release headline.
• Next report estimate, always marked as estimated, also in the upcoming events card.
• A plan that filled while the app missed it is marked executed on refresh, and the journal offers to add notes.
• Localized dates, Hebrew industry and country names, and a shortcut from the chart to the fundamentals dashboard.
1.7.8 Oct 12
What's new in 1.7.7:
• Altshuler Shaham Trade import (beta): upload the activity report PDF, and US stock and ETF buys and sells go into your journal. Your watch portfolio follows the report's holdings, and tickers are suggested for you.
• Patterns in your trades: the journal shows automatic insights from your trading.
• IBI SPARK import: supports the 2026 report layout, and it's out of beta.
• On the free plan, one month of imported history is shown as a sample.
• Refreshed broker chooser.
1.7.7 Oct 7
• A new, cleaner sign-in and sign-up screen
• Working figures for your accountant on capital gains from foreign stocks, with export straight from your phone
• Risk tool for your trading plan
• While planning, the last price is centred on the chart, with a "Mark it on the chart" button
• After marking a plan on the chart, the "Plan" button shows the next step
• Chart watchlist: quickly add the stock on the chart or a hot stock
• A clear note on what a free account gives you
• CSV import from your phone: every file is now selectable
• Fix: connecting a broker a second time in the same session now works
• Journal and analytics bug fixes, dates follow the app language, plus smaller fixes
• IBI SPARK import (beta): US stock and ETF buys and sells go into your journal.
• Cash in your portfolio: enter it yourself, or take it from an IBKR / Interactive Israel report.
• IBKR import: open positions now come in from Interactive Israel reports too.
• Journal: editing or removing one trade on a day with several trades changes only that trade.
• Small wording and display fixes.
1.7.6 Oct 6
What's new in 1.7.3:
• Buy by dollar amount fractional shares (with a broker that supports it)
• Import your trades from Interactive Brokers straight into the journal no account connection
• Easier screener filters: they start closed and close after Apply
• Small improvements and fixes
1.7.3 Oct 3
• Extended-hours trading (pre-market and after-hours) for Pro, with a supporting broker; stop and target work from the regular-session open
• Trade plan alerts: get notified at your entry, stop and target
• A better order ticket: a risk-management switch, and a stop typed in the calculator now protects the order right away
• Display fixes and stability improvements
1.7.2 Oct 2
• Sample journal: see how the journal and insights look before your first trade.
• Clearer prices: each price now shows when it was updated and where it came from.
• A plain explanation of what works without a broker and what connecting unlocks.
• More reliable broker connection: a smooth return from sign-in, including Live accounts, and one confirmation message in your language.
1.7.1 Oct 1
• Build your first trade plan in under a minute: pick a stock, set entry and stop, choose how much to risk the quantity is calculated for you
• A clear finish screen with your plan summary, saved to your account after signup
• A cleaner, better-organized planning form, on mobile too
• Clearer stop validation: below entry for a long, above it for a short
• Stability improvements and fixes
1.7.0 Sep 26
The app can now tell you when an update is required, instead of running on a version that is too old
Stability improvements and small fixes
Swipe from the left edge to go back
1.6.9 Sep 22
• Fullscreen chart: it no longer drops out of fullscreen when you pan the chart downward
• Fixed the layout at the top of the screen, which could get clipped in fullscreen
• Didn't get the verification email? You can now ask for the link again,
• Signing in with Google or Apple returns you to exactly where you started
• Clearer signup and login screens
1.6.8 Sep 17
Simpler sign-up: enter your email, then choose a username and password from the link we send.
Security improvements for Google and Apple sign-in, with clear messages when sign-in doesn't go through.
Fixes and stability improvements.
1.6.7 Sep 16
What's new in 1.6.6
• Username: change it from Settings. One change every 30 days, and you can sign in with the new name too.
• Trade plans: "Execute plan" opens the order panel with the risk you saved in the plan instead of the default.
• Drawing tools rail on phones: buttons no longer get clipped at the edges.
• The menu shows your username.
1.6.6 Sep 14
The app now opens in your device's language, including the sign in screen
Stability improvements.
1.6.5 Sep 12
Stability improvements and minor fixes.
1.6.3 Sep 2
• Price alerts and market updates arrive on iPhone again
• The Academy now remembers where you stopped inside a lesson, not just which lessons you finished
• A trade plan you build as a guest stays available after you leave the chart
• The chart toolbar no longer covers the timeframe selector on narrow screens
• The pricing screen states exactly what each plan includes
1.6.2 Aug 31
What's new in this version:
• The chart header now shows today's latest price instead of yesterday's close
• Escape closes the order ticket, and the back button closes sheets instead of leaving the page
• The PRO row is now readable on the light theme
• Chart UI fixes plus stability and infrastructure improvements
1.6.1 Aug 30
What's new:
• Trade reviews now truly complete answer "did you follow the plan?" and the trade leaves the pending list.
• One price per symbol across search, cards and chart; older data is labeled "prev close".
• Levels drawn on the chart flow straight into Plan Trade.
• A quantity you type in planning stays as typed.
• Journal and watchlist counters are more accurate, and the home mode tag explains the three modes.
• Privacy: logging out clears the watchlist from this device.
1.6.0 Aug 28
We improved the guest portfolio experience on mobile:
- Reworked the layout so key actions are easier to find.
- Redesigned the portfolio setup cards.
- Improved the stock search input and mobile button layout.
- Removed low-value preview sections to reduce clutter.
- General stability and interface improvements.
1.5.7 Aug 26
What's new:
• "I took this trade" - closes the plan to journal loop without a broker.
• Watch mode gets a full insights page: plan radar, discipline mirror, journal streak.
• The free journal window is now 30 days, and says what falls outside it.
• Fixed: free tier daily P&L was wrong the trade cap sliced before FIFO.
• Academy: a stepped study mode with an interactive quiz.
• Fixed: watchlist prices never loaded; the yearly saving was stated wrong.
• Fewer wasted requests, and ads removed.
1.5.6 Aug 20
Insights and discipline
• A new insights page shows your discipline: planned versus unplanned trades, realised R and deviations from your plan, with a plain explanation for every term.
• A more accurate personal risk index. Fixed a calculation that compared different periods and overstated the index values update, mostly downward. When holdings don't share enough history, the card explains why instead of showing a number.
Chart and planning
• A third of the chart stays free on the right, so you can mark entry, stop and target beside the last price instead of on top of it.
• Opening from "New plan" arrives with the drawing tool ready.
• Trade plans: filter by mode (paper/live) that follows your working mode.
Market
• A rebuilt market page with a clean read of the state: indices, breadth, heatmap and macro.
Experience
• A clearer first run every step is explained, including executing from a plan.
• Improved navigation and many stability fixes.
Speed and data
• Faster screen opening and less background data.
• Lower data use when loading charts and market data.
• Smarter refresh of the heatmap and market data around trading hours.
• Moved to a new data service address.
1.5.5 Aug 18
• Redesigned indicators panel - cleaner, faster, with search and a smooth mobile sheet
• Immersive fullscreen chart + crosshair OHLC readout
• Compact, clearer target/stop markers
• Keyboard shortcuts on the chart (desktop)
• Improved candle accuracy and stability fixes
• Security and privacy improvements
1.5.2 Aug 13
Version 1.5.1 real-time market data reliability:
• Live price stream is now stable and recovers automatically from disconnects
• Portfolio shows continuously updating live prices
• Watchlist streams all supported symbols
• Watch-mode charts show timeframes that match available data, with a clear notice
• Additional stability fixes and performance improvements
1.5.1 Aug 11
What's new in 1.7.12:
• Share a plan by link: send it on WhatsApp, and the other person sees the plan and can save their own copy.
• The watchlist and portfolio show the pre-market change correctly.
• Today's candle on the chart shows today's trading range.
• Broker connect: the sign-in page no longer closes halfway.
• Clearer messages and display fixes.
more Version 1.7.12 4d ago
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