Portfolio
Value, yield, and gains at a glance
See all holdings in a clear, card-driven layout with last 12 months performance and next 12 months dividend expectations.
iPhone and iPad app
Your portfolio. Clear signal, zero noise.
FinanceForect: Portfolio gives long-term investors a focused workspace for holdings, cash flow, allocation risk, and forward projections. No cluttered dashboards. No gimmicks.
Views
Portfolio, Calendar, Forecast
Privacy
On-device
Platforms
iPhone + iPad
A complete portfolio workflow in one focused interface
Every core screen in FinanceForect: Portfolio is built around fast reading and clear decisions, from high-level portfolio tracking down to single-stock income history.
Allocation
Find concentration risk before it grows
Use allocation visuals and top-holdings summaries to spot overweight positions and rebalance intentionally.
Calendar
Upcoming payouts mapped to real dates
Track received and expected dividends in monthly views, with progress and payment totals visible instantly.
Forecast
Project next 12 months of dividend income
Understand payment cadence and monthly projection patterns so you can plan contributions with better confidence.
Income History
Inspect dividend history per holding
Review historical dividend and price trends in a dedicated stock detail view to evaluate income durability.
Built with a privacy-first architecture
FinanceForect: Portfolio is designed so your portfolio remains your data. The app workflow focuses on local storage, personal iCloud sync, and direct data fetches to market providers.
- No analytics: no tracking, telemetry, or ad identifiers.
- No servers: portfolio data is not sent to our backend.
- Keychain storage: API keys stay on-device in iOS Keychain.
- iCloud sync: handled through Apple CloudKit under your account.
Grow your portfolio with a clearer view of every position.
Track holdings, performance, cash flow, and forward projections in one interface optimized for daily clarity on iPhone and iPad.
Get FinanceForect: Portfolio on the App StoreGrow Your Financial Future
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