See what each holding contributed.
View leading profitable holdings as separate layers. Check the ranking to see which companies contributed.
iPhone iPad Mac
All your accounts.
One clear view.
Catfolio is a multi-broker investment portfolio tracker for iPhone, iPad and Mac.
Bring supported accounts together. Track holdings and understand returns.
A little clarity for your investments.
iPhone, iPad, and Mac · English & ChineseThe same portfolio.
On a Mac.
Sidebar, holdings, and overview, all at once.
MCP support
Use Codex or Claude Code to access your holdings, returns, and market research data through Catfolio MCP.
With Catfolio as your data foundation, easily build your own professional investment research platform.
On iPad.
And an unfolded iPhone.
Unfolded, the sidebar sits beside the chart. iPad opens the full overview.
The big picture.
And every detail.
Accounts, returns, research and daily records.
Everything comes together in one app.
Your accounts.
Finally together.
Connect a supported broker or import a CSV. Bring your holdings together, then switch to an individual account whenever you need.
- Portfolio value, cost and daily returns
- Explore by account, holding and currency
- Read-only connections, credentials in Keychain
Beyond the return.
See how you got here.
Follow returns over time. Compare with the market and look back at past periods to understand how your portfolio changes.
- TWR, MWR and benchmark comparisons
- Gain sources and holding contributions
- Cycle comparisons and interval selection
Calculation methods differ by view. Check dates and methodology in the app.
Gain sources.
Layer by layer.
Look beyond the total. See which holdings contributed.
Revisit the gains over time.
Switch time periods, then press and drag to inspect a day and follow how each layer changes.
Focus on the layer that matters.
Hide or show holdings to focus on a company, and choose whether to display cost basis.
Demo portfolio shown. Gains use holding market values and costs; see the app for calculation details.
One stock.
More perspectives.
Look beyond the price.
Bring the company, expectations and market context together.
Give your charts more context.
Volume profiles and options open interest add another layer to the price chart.
See the change. Ask why.
Read sourced market briefs, revisit historical analyst expectations, and keep asking questions.
Research and AI depend on data coverage, device support and your configured services. Check original sources.
The everyday side of investing.
A dividend. An earnings date. A new question.
Keep the things that matter in view.
Keep the dates in sight.
Find earnings and investment events on your calendar.
Watch your dividends add up.
See received dividends together and revisit each payment.
Let a question lead the way.
Connect your own AI and keep learning from your investments.
Your portfolio.
Your point of view.
Light or dark. English or Chinese. Choose the appearance, currency and accounts that feel right for you.
Try both appearances with the same portfolio.
On your device.
Holdings, costs, and returns are calculated on your iPhone. CSV files are parsed on-device.
Read-only, by design.
Credentials stay in Keychain; you manage authorization. There are no order, cancellation, or transfer functions.
Connections you choose.
Remote AI receives the questions and relevant context you send. Preference iCloud sync excludes your portfolio ledger and broker credentials.
More to explore.35 features in detail
Two-finger intervals
Hold and add a second finger; move the endpoints to measure an interval.
Portfolio heatmap
View holdings by size and color; expand to explore returns or sectors.
Return sources · Review your gains
Review the historical contributions of your leading profitable holdings.
Market rotation · RRG
Compare six market indices against the S&P 500 using RRG strength and momentum.
Sector rotation
Explore 11 US sectors with quadrant positions, weekly trails, and historical playback.
Strategy Composer
Turn an investment idea into filters, reviewable steps, and simulated results.
Insider transactions
Review disclosed insider purchases and sales, separating active from planned trades.
Revenue breakdown
Break revenue down by business or geography and compare annual shares.
Historical analyst views
Compare historical price targets and ratings with stock prices at the time.
Single-day inspection
Drag along a chart to inspect a day and its values.
Account management
Add accounts through SnapTrade Personal API or other supported methods; view holdings, value, and returns together.
Portfolio overview
See assets, net deposits, holding returns, historical charts, and individual positions.
Today's returns & Portfolio X-Ray
See today’s gains and losses, broken down by sector and holding for a portfolio X-Ray.
ETF look-through
Look through supported ETFs to their underlying holdings and identify overlap with direct positions.
Return analysis
Compare returns with benchmarks using TWR, MWR, or a cash-flow mirror.
Stock details
See trade markers, cost lines, holding gains and losses, and FX impact alongside prices.
Volume & 52-week position
Inspect volume concentrations, POC, and the 52-week range as references for support and resistance.
Options open interest
View call and put open interest by strike price and expiry range.
Financial fundamentals
Read annual or quarterly income statements, balance sheets, and cash-flow statements.
Market research
Track market indices, VIX, US Treasury yields, and sector performance.
Worth watching today
Review holding changes, supporting and opposing evidence, and risks to follow up.
Stock screener
Set financial filters with presets or natural language, then inspect why each company matches.
Sector sentiment
Assess the semiconductor sector using VXSMH volatility and SMH volume.
AI assistant
Connect your own AI for portfolio questions. Catfolio adds no connection fee; provider charges may apply.
Market brief
Open a market and company brief from the stock chart and check its sources.
History & costs
Organize trades, dividends, interest, and cash movements by account and year; export to CSV.
Trade history
Inspect trade quantities, prices, amounts, and realized gains or losses.
Dividends & forecasts
Sum received dividends and review each payment; forecasts depend on actual company announcements.
Interest income
Sum posted interest by date and account.
Fund fee estimates
Estimate annual holding costs from current fund values and expense ratios.
Public investor simulations
Explore publicly disclosed investor holdings in separate simulated accounts.
Preferences & local data
Choose Chinese or English, appearance, and haptics; manage your local ledger.
Display-currency conversion
Choose from nine display currencies; available FX rates update with portfolio loading for valuation.
Earnings calls · Management delivery
Extract earnings-call commitments and check delivery against later results and source evidence.
Compare accounts within a stock
Choose all, one, or several accounts for a stock to compare shares, costs, and gains or losses.
Before you start.
Do I need a computer or server?
No server required. It runs on iPhone, and also on Mac and iPad.
Which devices are supported?
iPhone, iPad, and Mac. iPhone requires iOS 18 or later. Some on-device AI features require iOS 26 and an Apple Intelligence-compatible device.
Is it free to download?
Currently available features are free during the launch phase. Third-party market-data and AI accounts, subscriptions and usage fees are separate. Future features and pricing may change.
What is coming next?
Tax calculations, loss simulations and photo import are not yet available. Release dates are to be confirmed.
Where can I download it?
Your investments.
A clearer view.
Catfolio on this website is the investment portfolio tracker, distinct from unrelated products with the same name.