Vestify: Stock Portfolio App

Finally, an investment app that knows your portfolio. Track stocks, chat with AI, and hit your financial goals.

Vestify helps you understand your investments at a glance — and get smarter about them over time.

Add your stocks and ETFs, and instantly see your total portfolio value, gain/loss, and how each position is performing. Prices update automatically with real market data every time you open the app.

WHAT YOU CAN DO

• Multiple portfolios for different goals — retirement, FIRE, education, or a dream purchase
• Real-time quotes for US stocks and ETFs, plus international markets including Hong Kong, London, and Frankfurt
• AI Investment Assistant that knows your holdings and gives specific, actionable answers
• Goal tracking with a target amount, year, and visual progress bar
• Portfolio charts showing performance over 1 week, 1 month, 3 months, or 1 year
• Watchlist to follow stocks without adding them to your portfolio
• CSV import from Interactive Brokers Flex Query with full lot history
• Sign in with Apple to sync your portfolios across all your devices

AI ASSISTANT

Ask anything about your portfolio — "Am I on track?", "What are my biggest risks?", "Should I take profits?" Vestify AI knows exactly what you own and gives direct, personalized answers — not generic advice.

IMPORT FROM INTERACTIVE BROKERS

Connect your IB account by exporting a Flex Query CSV. Vestify reads your full position history including individual lots and average buy prices.

VESTIFY PRO

Vestify is free to start. Upgrade to Pro for unlimited portfolios, unlimited AI chat, portfolio charts, and the market watchlist. No commitment — cancel anytime.

Vestify is for informational purposes only and does not provide financial advice. Always consult a licensed financial advisor before making investment decisions.

Terms of Use: https://janekyr.notion.site/Terms-of-Service-3830a6b76c2580568438e6adadbdb660