--- title: "Investaware - Reviews, Revenue and Downloads in United States | Apple App Store" description: "Giving your life savings to a stock broker/portfolio manager is scary. Being able to review your accounts, with straight-forward descriptions can give you peace-of-mind. Investaware brings portfolio " --- # Investaware — United States > Investment Portfolio Insight ![Investaware App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/5d/fb/5f/5dfb5f62-980b-78ec-2e96-c4d604795ca7/AppIcon-0-0-1x_U007emarketing-0-6-0-85-220.jpeg/434x0w.png) **Developer:** [Ron Kashden](https://apptail.io/developer/ron-kashden-LFed) **Category:** Business **Rating:** 5.0/5 (2 ratings) **Price:** Free **Bundle ID:** com.ronk.investmentApp **Store:** Apple App Store **Country:** United States **Version:** 3.9 (released 2026-02-02) **Original Release:** 2019-04-27 **Languages:** English **App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id1460151883) **AppTail Page:** [https://apptail.io/app/investaware-Sqfm/united-states](https://apptail.io/app/investaware-Sqfm/united-states) ## Investaware Description Giving your life savings to a stock broker/portfolio manager is scary. Being able to review your accounts, with straight-forward descriptions can give you peace-of-mind. Investaware brings portfolio analytics and risk assessment, previously only available to large financial institutions, to everyone. Investaware is a first of its kind iPad app that helps you follow and understand your investment portfolio and the actions made by your wealth manager. Developed by an expert who spent decades creating analytic reporting solutions for the world’s top hedge fund managers, these tools are now available for you and your investments. View historic positions. Summarize and review trading activity. Read recaps of your monthly and inception-to-date performance. All using conversational English and straight-forward graphs. In other words, understand your brokerage accounts without the typical Wall Street mumbo-jumbo. CONCERNED ABOUT THE PRIVACY OF YOUR DATA All of your account data is stored on your iPad. HOW IT WORKS Investaware takes a bottom up approach. It imports the investment holdings and activity data from your brokerage accounts. From that detail, analytics are calculated; summaries are written, and graphs are generated -- again, all completely locally on your iPad. Then perusing the screens, you'll gain greater insight into your accounts and how your wealth manager is navigating the markets. No longer restricted by your broker's website limitations, you can even compare current positions to history. BROKERS SUPPORTED Currently Investaware only supports imports from proprietary files from Merrill Lynch as well as any broker that exports to the OFX format (which is also known as the "Quicken" format). ## Investaware Screenshots - [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource114/v4/36/d7/ed/36d7ed27-077e-0370-e41b-355735301cf6/d53391b7-968a-4ac9-a97a-0f1675a30518_Simulator_Screen_Shot_-_iPad_Pro__U002812.9-inch_U0029__U00284th_generation_U0029_-_2020-08-25_at_06.37.25.png/2048x2732.png) - [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/Purple124/v4/42/37/b5/4237b57d-4192-c62f-b912-1e146048e860/tns.jzlplbdz.png/2048x2732.png) - [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/Purple124/v4/45/1b/21/451b21ec-4c9a-88b6-2df6-daa81b8c8615/pr_source.png/2048x2732.png) - [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/Purple124/v4/9a/b1/97/9ab1979f-552d-a244-dfe9-bd52e8f8e854/pr_source.png/2048x2732.png) - [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/Purple114/v4/4e/57/a3/4e57a389-1bca-fbf3-7621-522c938049e9/pr_source.png/2048x2732.png) - [Screenshot 6](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource114/v4/ab/bd/9a/abbd9a9f-d657-520f-3386-7801741cd192/2c8aee94-b4b5-4692-889a-5fb32cd05b10_Simulator_Screen_Shot_-_iPad_Pro__U002812.9-inch_U0029__U00284th_generation_U0029_-_2020-08-25_at_06.35.59.png/2048x2732.png) - [Screenshot 7](https://is1-ssl.mzstatic.com/image/thumb/Purple124/v4/b3/dc/32/b3dc329e-2f8b-2150-f067-f98fbb53e79e/pr_source.png/2048x2732.png) - [Screenshot 8](https://is1-ssl.mzstatic.com/image/thumb/Purple124/v4/4d/ec/5e/4dec5e48-2434-aca3-a35b-8ecfffde09d0/pr_source.png/2048x2732.png) ## Investaware Rating Breakdown in United States - 5 stars: 2 (100%) - 4 stars: 0 (0%) - 3 stars: 0 (0%) - 2 stars: 0 (0%) - 1 stars: 0 (0%) ## Apps Similar to Investaware - [Stockscast](https://apptail.io/app/stockscast-ZcO/united-states) - [SimpleStocks Portfolio Tracker](https://apptail.io/app/simplestocks-portfolio-tracker-DfO/united-states) - [Hypehunch](https://apptail.io/app/hypehunch-kCV/united-states) - [HellenicAmerican ZTrade](https://apptail.io/app/hellenicamerican-ztrade-aocb/united-states) - [Stock Position](https://apptail.io/app/stock-position-zWyb/united-states) - [Finance Pro](https://apptail.io/app/finance-pro-WjWb/united-states) - [Pegasus ZTrade](https://apptail.io/app/pegasus-ztrade-GeSc/united-states) - [Treasurys](https://apptail.io/app/treasurys-ZWkd/united-states) - [CXO Software](https://apptail.io/app/cxo-software-qYDh/united-states) - [Trading & Market Analytics](https://apptail.io/app/trading-market-analytics-kgRk/united-states) ## Investaware Available In - [United States](https://apptail.io/app/investaware-Sqfm/united-states) - [New Zealand](https://apptail.io/app/investaware-Sqfm/new-zealand) --- ## About AppTail [AppTail](https://apptail.io) is a mobile app intelligence platform providing app analytics, ASO (App Store Optimization) tools, keyword tracking, competitor analysis, revenue estimates, and review monitoring for iOS App Store apps. Track your app's performance, discover ranking keywords, monitor competitors, and analyze market trends. - [Search Apps](https://apptail.io) - [Top Charts](https://apptail.io/top-iphone-apps) - [Sign Up for Full Access](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=footer) *Data provided by [AppTail](https://apptail.io) - Mobile App Intelligence Platform*