iPhone
Your everyday view. Explore charts, manage holdings and cash, and keep your selected currencies close.
A CLEARER VIEW OF WHAT YOU OWN
Your portfolio,
in perspective.
Different markets. Different currencies.
One place to see how it all adds up.
For iPhone, iPad & Apple Watch
Scroll the preview to explore.
LESS SWITCHING. MORE UNDERSTANDING.
A portfolio is more
than a stock price.
See the bigger picture across your investments, cash balances and exchange rates — with a primary currency that makes sense to you.
ON YOUR HOME SCREEN
Your portfolio.
A glance away.
The details you care about, without opening the app. Choose your currencies and exchanges, then make room for MonthFolio.
Portfolio this month
Your month and today, together in your primary currency.
Currency
Pick two currencies to follow against your reference currency.
MTD Profit
A closer look at the gains, losses and currency movement behind your month.
Original MonthFolio designs with illustrative data. Widget appearance adapts to your device and theme. Market countdowns and Main trends are available too.
AT YOUR DESK. ON THE GO. ON YOUR WRIST.
Different screens.
The same perspective.
Designed for iPhone, iPad and Apple Watch, with layouts that suit the way you use each device.
iPad
Room for the bigger picture. Adaptive layouts put your charts and portfolio details to work on a larger screen.
Apple Watch
A quick check from your wrist. See portfolio information and follow your chosen exchange countdown.
START WITH WHAT YOU OWN
A few choices.
A view that is yours.
- 01
Choose your currencies & exchanges
Set your reference currency and follow your markets.
- 02
Add your investments
Enter holdings manually or import an Excel or CSV file. Review the information before saving.
- 03
Build your picture
Add other cash if you want, then get your available market data. No brokerage login required.
PERSONAL BY DESIGN
Your portfolio is personal.
It should stay that way.
Your personal records are stored on your device. Where available, private iCloud sync operates with your permission. Heksch does not use your holdings, balances or transactions for advertising, profiling or sale.
Instrument identifiers are sent to retrieve prices. MonthFolio is an information tool — it cannot buy or sell investments and does not provide investment advice.
Read our privacy and terms →
A little clarity.
Every day.
MonthFolio is being prepared for release.
Contact us for availability, questions or support.