Product / Portfolio
A clearer picture.
A more considered plan.
Review your investment records, explore possible changes and keep your goals in view.
01 / Understand
Your records,
connected by context.
Review holdings, transaction history, profit or loss and portfolio breakdowns across supported asset categories.
Shares and ETFs, crypto, and commodities including physical gold and silver. Asset support does not imply an automatic connection to every provider.
Explore the balance.
An illustration of a breakdown, not a suggested allocation or an executable trade.
02 / Plan
Explore a possibility.
Understand its limits.
Allocation and rebalance simulations help you review possible changes. Explore portfolio and profit goals, contribution planning and holding price conditions.
Informational investment suggestions do not execute trades. Holding-condition checks run while the app is open and unlocked; they are not continuous closed-app monitoring.
03 / Bring records together
Review comes
before saving.
Import compatibility varies by format, account, currency and available history. An imported position snapshot cannot recreate missing transactions.
IBKR import details →- Add or importAdd an investment manually or choose a supported import format.
- Check detected recordsReview the holdings and transactions identified in your file.
- Resolve gapsAddress unsupported or incomplete records. Some issues can block saving.
- Save, then exploreExplicitly save reviewed changes and explore performance, allocation and goals.
Currently available privately.
Private iOS / TestFlight and web implementations. No confirmed public App Store listing or open registration. English and Arabic app interfaces; USD and KWD views where applicable.
This website is available in English. No automatic phone-to-web portfolio synchronization is implied.