Summit provides iOS users with a consolidated portfolio tracker that aggregates investments across multiple brokerages into a single, privacy-focused interface with real-time analytics.
Investment management often involves juggling multiple brokerage accounts, each with its own interface and limitations. Summit, a new iOS app developed by indie creators, addresses this fragmentation by offering a unified dashboard for tracking diverse investment portfolios directly on iPhone and iPad devices. The app eliminates the need to switch between financial platforms while prioritizing on-device data processing for enhanced privacy.
Unlike brokerage-specific apps, Summit supports manual entry of holdings across any combination of investment accounts, including stocks, ETFs, mutual funds, and cryptocurrencies. Users start by inputting asset details—either manually or via CSV import—including purchase dates, quantities, and cost basis. Once configured, Summit continuously updates portfolio values using real-time market data, presenting a consolidated view of total assets, daily performance fluctuations, and historical return trends.
The analytics section (
) provides visual breakdowns of portfolio composition, highlighting asset allocation across sectors, geographic regions, and market capitalizations. Users can instantly identify their largest holdings, compare performance against benchmarks, and track dividend income streams. All calculations occur locally on the device, ensuring sensitive financial data remains private without relying on cloud processing.
For investors managing multiple accounts, Summit Pro unlocks advanced functionality through subscription tiers. The Pro version ($2.99/month, $24.99/year, or $49.99 lifetime) enables AI-generated portfolio insights, deeper analytical tools, CSV export for tax reporting, and support for unlimited accounts. The free tier includes basic tracking for single accounts with delayed market data.
Currently available for iOS 26 and iPadOS 26 or later, Summit operates exclusively on Apple mobile devices, with a macOS version planned for future release. The interface emphasizes clarity through minimalist design principles, avoiding the visual clutter common in traditional brokerage apps.
For iOS users seeking centralized investment monitoring without compromising data security, Summit delivers a practical alternative to platform-specific tools. Its upfront data entry requirement demands initial effort but results in a personalized, cross-platform overview inaccessible through conventional brokerage applications.
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