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Summit: Portfolio Tracking

Name: Summit: Portfolio Tracking
Availability: InStock
Rating: 1 (1 reviews)

Master your investments with powerful analytics and live market data on a clean, ad-free interface. Built exclusively for iPhone and iPad, Summit processes everything on-device so your financial data remains entirely under your control.

Key Figures

Downloads

User Rating

1.0/5

Total Ratings

Publisher

Oscar Gorog

Sophisticated Tools for the Private Investor

Experience a clean, native portfolio tracker designed for clarity and total data sovereignty. No ads, no tracking—just professional-grade performance insights.

Privacy Without Compromise

Your financial data never leaves your device. All AI summaries and portfolio insights are processed locally, ensuring complete data sovereignty.

Professional-Grade Analytics

Visualize your success with customizable views. Track total returns, historical performance, and asset allocation across all your brokerage accounts in one place.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

Summit: Portfolio Tracking - Summit app portfolio dashboard showing investment returns and a performance graph — Summit app portfolio dashboard showing investment returns and a performance graph

Summit: Portfolio Tracking - Summit app displaying Apple stock price chart and investment performance metrics — Summit app displaying Apple stock price chart and investment performance metrics

Summit: Portfolio Tracking - iPhone dashboard of Summit Portfolio Tracking app showing stock performance analytics and asset allocation chart — iPhone dashboard of Summit Portfolio Tracking app showing stock performance analytics and asset allocation chart

Summit: Portfolio Tracking - Sherpa AI assistant in the Summit app showing a summary of annual portfolio performance and returns — Sherpa AI assistant in the Summit app showing a summary of annual portfolio performance and returns

Summit: Portfolio Tracking - Summit app screen showing a week by week breakdown of investment portfolio returns and percentage changes on an iPhone. — Summit app screen showing a week by week breakdown of investment portfolio returns and percentage changes on an iPhone.

Summit: Portfolio Tracking - Investment details and transaction history for Apple stock in the Summit portfolio tracker — Investment details and transaction history for Apple stock in the Summit portfolio tracker

Description

Summit is a modern portfolio tracker designed to help you clearly understand your investments - without ads, or cloud-based data processing. Track your portfolio’s performance, analyze returns, and manage transactions across stocks and ETFs with a clean, native experience built for iPhone and iPad. Summit focuses on clarity, privacy, and thoughtful design, giving you powerful insights while keeping your data fully under your control. POWERFUL ANALYTICS Summit’s customizable portfolio view lets you build the insights that matter most to you, including total return, performance over time, historical returns, portfolio allocation, and largest positions. Cells can be filtered by account and rearranged to match your investing style. TRANSACTION TRACKING Track all investment activity with a guided, multi-step flow. Summit supports buy and sell transactions, dividends, deposits, withdrawals, and interest. Edit or delete transactions at any time, with changes instantly reflected across your portfolio. PRIVACY BY DESIGN Summit is built with privacy as a first-class feature. There are no ads and no cloud-based processing. Portfolio insights and AI-powered summaries run entirely on-device, with data syncing securely via iCloud. Lock the app for extra peace of mind. LIVE MARKET DATA Stay up to date with real-time quotes and historical prices and automatic currency conversion. BUILT FOR APPLE PLATFORMS Summit is a native iOS and iPadOS app with iCloud Sync across devices for free. Summit may offer subscriptions for "Summit Pro". Payment will be charged to your Apple ID account at the confirmation of purchase. The subscription automatically renews unless it is cancelled at least 24 hours before the end of the current period. Your account will be charged for renewal within 24 hours prior to the end of the current period. You can manage and cancel your subscriptions by going to your App Store account settings after purchase. Cancellation of the current active subscription period is not allowed. Summit's Privacy Policy can be found at https://summitportfolio.app/privacy/ and Terms of Use at https://summitportfolio.app/terms/