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/
This app is absolutely beautiful to look at. More importantly, it’s seems functional and adds lots of insight to your portfolio. May take some work initially to setup, however it’s well worth the return in the end. iCloud backup available and data stays on your device for security. I only wish there was a way to add an asset to the portfolio, such as the balance in an annuity, bullion, etc. Maybe I just haven’t figured it out yet. Love the app, but decided to not subscribe to the Lifetime purchase, because it was very expensive and the couple of flaws that are non-negotiable for me. ⭐️⭐️⭐️⭐️
Completely incorrect numbers
VitaliBy
Current value number and Portfolio value graph show some random number. Name of stock is not displayed anywhere, besides stock edit screen. There is no way to even submit feedback. Seems like a vibe coded alpha version.
This update includes a new onboarding flow, in addition to some bug fixes and general improvements.
Version 2026.5
The developer, Oscar Gorog, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Identifiers
Usage Data
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
