See your whole portfolio in one place — every stock, every account, one clean dashboard.
Moment is built for investors who hold positions across multiple accounts (brokerage, Roth, IRA, 401(k)) and want a single, private view of everything they own.
Why investors choose Moment:
- Multi-Account Dashboard — All your holdings in one view, with totals, gain/loss, and cost basis
- Interactive Chart — Press and drag the portfolio chart to see your value on any past day
- Live Prices — Quotes refresh automatically throughout the trading day
- Smart Breakdowns — See your money by industry (tech, healthcare, energy), by account tax type (Roth, IRA, brokerage), and by index exposure (S&P 500, Nasdaq, bonds vs. individual stocks)
- Accounts with Tax Types — Organize holdings into accounts labeled Roth IRA, SEP IRA, 401(k), HSA, and more
- Lot-Level Control — Edit share counts or remove individual lots whenever your positions change
- Stock Discovery — Search the full U.S. symbol directory instantly, even offline
- Research & Decision Journal — Capture pros and cons, your thesis, risks, catalysts, and a journal of every buy/sell decision and why you made it
- Private by Design — Sign in with Apple. Add positions manually. No brokerage logins, ever.
- Works Offline — Your data is stored on your device first and synced when you're online
Free. No ads. No subscriptions.
Prices may be delayed. Check with your brokerage before making trades.
Ratings & Reviews
5.0
out of 5
1 Ratings
Fixed: the past 30 days and past year figures in Today's Summary could come up empty if you opened them just after launching, and stayed empty until you relaunched. They now fill in as soon as your history loads.
Version 1.0.19
The developer, john mckenna, 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:
Usage Data
Privacy practices may vary, for example, based 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
john mckenna
Size
4.2 MB
Category
Finance
Compatibility
Requires iOS 18.0 or later.
iPhone Requires iOS 18.0 or later.
Mac Requires macOS 15.0 or later and a Mac with Apple M1 chip or later.