A2O Portfolio
Your portfolio, with a mentor
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Give a mentor read access to a portfolio, get their notes in context, and approve or decline the changes they suggest — without ever handing over control.
A2O Portfolio is a portfolio tracker built around one idea: you make better
decisions when someone you trust can see what you see.
TRACK EVERYTHING IN ONE PLACE
- Add holdings across multiple portfolios and watch total net worth update live
- 24-hour change and full profit and loss on every position
- Clean allocation and performance views built for a phone
- Privacy mode blurs every balance with one tap
BRING IN A MENTOR
- Give a mentor or supervisor read access to a portfolio — and revoke it any time
- They comment directly on the portfolio, in context, not in a separate chat app
- Receive change suggestions you can accept or decline
- Every grant is explicit; nothing is shared until you share it
STAY ON TOP OF IT
- Alerts for mentor comments, suggestions and notable moves
- Share links and email invitations for read-only access
- Activity history so you can see what changed and when
BUILT FOR PRIVACY
- Portfolios are private by default
- No ads, no advertising identifiers, no cross-app tracking
- Delete your account and all of its data from inside the app at any time
A2O Portfolio is a tracking and collaboration tool. It is not a broker or an
exchange, it never holds your funds, and nothing in the app is financial advice.
Terms of Use: https://a2oportfolio.com/terms
Privacy Policy: https://a2oportfolio.com/privacy
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, Strategy Trader Inc., 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:
- Contact Info
- User Content
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Strategy Trader Inc.
- Size
- 14.3 MB
- Category
- Finance
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Mac
Requires macOS 12.0 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+
- Contains
Messaging and Chat
User-Generated Content
- Copyright
- © 2026 A2O Portfolio