AppMarketSpy › Finance › Investment Wallet
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App info
- Developer
- Phill Shaw
- Category
- Finance, Lifestyle
- Released
- Oct 18, 2026
- Version
- 1.7.3 (Oct 19, 2026)
- Price
- Free
- Size
- 8.9 MB
- Requires
- iOS 17.6
- Age rating
- 4+
- Languages
- English
In-app purchases
noneCurrent prices, App Store US.
About Investment Wallet
**Investment Wallet** is a privacy-first portfolio management app designed to help you organize your investments, understand your performance, and make more informed investment decisions—all without sharing your financial data. Unlike many investment apps, Investment Wallet doesn't require you to connect your brokerage accounts or upload your portfolio to the cloud. Your information stays securely on your device, protected by Face ID, an optional app PIN, and Apple's built-in security. Create multiple account types—including brokerage, retirement, banking, education, trust, HSA, and cryptocurrency portfolios—to organize your financial life the way you want. Record purchases, sales, dividends, deposits, withdrawals, and other transactions while automatically tracking cost basis, gains, losses, and portfolio performance. Investment Wallet goes beyond tracking numbers. Document your…
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