NexFi - Portfolio Tracker

Track your stocks, crypto, and investments in one private app. No account required — your portfolio data never leaves your device.

Import from Coinbase, Kraken, OKX, Fidelity, Schwab, and more with API keys, CSV files, or photo scanning. NexFi supports 12+ exchanges and brokerages out of the box, plus a guided CSV wizard for any file format.

PORTFOLIO TRACKING

• Stocks and crypto side by side in one view
• Real-time prices with automatic refresh
• Allocation charts by asset, type, or account
• Multi-portfolio groups to organize accounts (e.g., Retirement vs Trading)

TAX-SMART ACCOUNTS

• 14 account tax types: IRA, Roth IRA, 401(k), HSA, brokerage, and more
• Cost basis methods: FIFO, LIFO, HIFO
• Tax report export: Schedule D PDF, TurboTax CSV, capital gains CSV, income CSV

PERFORMANCE ANALYTICS

• Realized and unrealized gains with short-term vs long-term breakdown
• Income dashboard: staking rewards, dividends, interest, airdrops
• Trade performance: win rate, best/worst trades, hold duration analysis

IMPORT FROM ANYWHERE

• Exchange APIs: Coinbase, Kraken, OKX, Gemini, Crypto.com, Binance
• Brokerage CSV: Fidelity, Schwab, E*TRADE, Corebridge, HealthEquity
• Photo/PDF scanning with Apple Vision OCR
• Guided CSV Wizard for any file format
• Bitcoin and Ethereum wallet address import

PRIVACY FIRST

• All data stored locally on your device
• No account creation, no sign-up, no cloud requirement
• API keys stored in the iOS Keychain
• Optional iCloud backup (encrypted)

SUBSCRIPTION TIERS

• Free: Unlimited assets, exchange imports, watchlist, basic portfolio view
• Pro ($2.99/mo): Ad-free, income dashboard, trade performance, AI consultation
• Premium ($5.99/mo): Everything in Pro plus tax export, price alerts, multi-portfolio, custom CSV export

NexFi is built for investors who want complete control over their portfolio data without sacrificing features.

Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/