Intelligent Portfolio

Cleaner 3-step setup, plain-English “off target” insights, one-tap rebalancing, class-grouped view. Early-bird Pro through Aug 31. On-device, no tracking.

The portfolio tracker that thinks in asset classes — not just tickers. Track portfolio performance across 1W, 1M, 3M, 1Y, and ALL time. Smart Buy turns a deposit into exact buys. Local-first: no tracking, no accounts required.

WHAT IT DOES

• Group your holdings into asset classes — Stocks, Bonds, Real Estate, Crypto, Cash, or your own custom class. Each gets a target % of your portfolio. • Set targets at two levels: asset classes total 100% of your portfolio; holdings inside each class total 100% of that class. • Smart Buy planner — type a deposit, get exact share counts to buy. Sells only fire when the deposit can't close the gap. • Off-target insights — plain-English read of where your portfolio is off plan and which deposit fixes it. Tap the card on the dashboard for the full breakdown. • Cross-broker rebalancing — works whether your stocks live on one broker or five. • Multi-currency. Add holdings in USD, EUR, GBP, CHF, DKK; everything reports in your preferred currency with live FX. • Six languages: English, Deutsch, Español, 中文, Türkçe, Русский. Follows your system locale.

PRO ADDS

• Connect Trading 212, Alpaca, or Interactive Brokers via API. Place orders straight from the buy plan, or just deeplink to the broker app. • Home-screen widgets (iPhone + iPad). Snapshot, Allocation, and Drift Watchlist — three sizes. • iCloud sync. Auto-mirrors your portfolio across every Apple device tied to your iCloud account. • Manual cloud backup — export a full JSON snapshot to iCloud Drive or anywhere via the share sheet. • Unlimited holdings (Free is capped at 10).

PRIVACY

• No analytics. No advertising SDKs. No tracking pixels. No backend that sees your data. • Apple/Google sign-in is on-device only. We never see your email or token. • Broker API keys live in iOS Keychain — never transmitted, never stored on our servers (we don't have any).

PRICING

• Free tier is fully functional. 10 holdings, manual rebalancing, drift insights, all six languages. • Pro: monthly or yearly auto-renewing subscription. Early-bird pricing in effect through Aug 31, 2026. • Cancel any time from Settings → Subscriptions on your Apple ID.

NOT INCLUDED

• No financial advice. Intelligent Portfolio is a calculator, not an advisor. Targets, holdings, and trade decisions are yours. • No real-money trading on the Free tier. Pro adds API order placement to brokers that support it (Trading 212, Alpaca). IBKR is read-only.

Questions, broker requests, or feature ideas? Reach support from inside Settings or at https://iportfolio.ertugrulkucukkaya.com/support.