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Investment Wallet

Your portfolios in one place
Phill Shaw · Finance
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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

none
Current 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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