Steward Companion

Steward is the iOS companion to your self-hosted Steward server. You need a running Steward instance to use this app — if you don't have one, contact us at https://fi.paired.net/support. Curious anyway? Tap "Try the demo" on the first screen to explore the full app with synthetic data — no signup, no server needed.

ASK CLAUDE — YOUR PORTFOLIO, ANSWERED New in 2.0. Ask questions about your book in plain language and get a straight answer from your own data: "how concentrated am I in tech?", "what's my cost basis on this position?", "which holdings are financing my lombard line?". The assistant reads every holding, custodian and asset class your server tracks, folds in live market data, and answers in a few sentences — not a generic chatbot with no idea what you own. Tap the assistant button on any position to start a chat already focused on that holding, ask it to remember something, or ask it to watch for an earnings release and tell you once the numbers are actually out. Answers keep running on your server if you leave the app, and arrive as a notification. Conversations are encrypted at rest in your own database.

WHAT YOUR SERVER TRACKS — AND THIS APP SHOWS • Stocks, ETFs and mutual funds, priced daily • Bonds, CDBs and treasuries with maturity tracking and coupon math • Alternatives: PE funds (with NAV detail), hedge funds, real estate, private holdings • Structured notes and options with per-position premium breakdowns • Multi-currency cash and credit-card balances • Recurring bills and expected income with overdue and arrears alerts • Income actuals and forecast by source — rent, dividends, interest, distributions • Private loan book, and a 183-day residency tracker with travel log

ALL-NATIVE SCREENS Dashboard, Investments, Activity, Insights, Income, Recurring, Loans and Residency are fully native — fast, smooth, designed for one-handed use in a focused dark interface. Global search finds any position, transaction or document from anywhere in the app.

CHARTS AND BANK FILTERS Portfolio value over time against the S&P 500, NASDAQ, MSCI World or any of 18 benchmark tickers, rebased to 100 so you see relative performance. Region and asset-class allocation at a glance. Per-custodian breakdowns with YTD on each slice, filterable across Insights.

DOCUMENT VAULT Your server's document vault, in your pocket: view statements and files, upload from your phone, share to other apps.

DAILY BRIEFING & MONTHLY REPORT Once a day your server pushes a snapshot of portfolio movement and what's overdue — tap it to read the full briefing in the app. The monthly portfolio report covers month performance, allocation, custodian split and winners & losers, readable in-app and emailed as a password-protected PDF.

CONNECTING Onboarding is QR-based: scan the code on your web app's Connect page. Your server URL and token live in the iOS Keychain. Face ID / Touch ID unlock is optional.

WHO IT'S FOR Individuals running their own Steward instance because they want their financial data on their own infrastructure rather than in a third-party SaaS. Family offices, advisors with a handful of clients, anyone managing portfolios across multiple banks. Not for anyone without a Steward server — there is no sign-up flow in the app, the server is provisioned separately.

PRIVACY Nothing in this app sends financial data to Paired Minds. On your server, the most sensitive data — assistant conversations, vault documents, bank connection tokens and 2FA secrets — is AES-256 encrypted at rest inside your own database. The app collects only your email, the device's push token and crash diagnostics. See https://fi.paired.net/privacy for the full breakdown.

SUPPORT In-app: Settings → Report a problem. Web: https://fi.paired.net/support — we reply within one business day.

Built by Paired Minds. More at https://fi.paired.net