8FIGURES: Portfolio Tracker
Finance

8FIGURES: Portfolio Tracker

AI Investment Advisor

8FIGURES Inc. · released 26 Dec 2023 · Open in App Store ↗

★ 4.66 101 reviews
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2 subscriptions, no one-time purchases
Revenue %
Monthly175$27.47 – $41.7424.8%+18.0%
Annual175$252.58 – $375.0224.8%+18.0%

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Description

Free portfolio & net worth tracker for serious investors, plus your personal AI investment team.

8FIGURES links your brokerages, banks, crypto, and private investments into one live picture of everything you own and owe. Prices, dividends, and coupons update automatically, and you see the real return on every position.

No ads, no sales calls, no selling your data — we make money one way: optional advice from your AI investment team, for a flat subscription, never a percentage of your assets. 8FIGURES Inc. is an SEC-registered investment adviser.

TRACK EVERYTHING YOU OWN

Stocks and ETFs with dividends

Crypto from exchanges and wallets

Bonds with coupons and YTM, maturity, duration

Real estate with linked mortgage

Equity compensation — RSUs, options, and ESPPs

Angel investments in startups — SAFEs and equity

LP stakes in private venture and PE funds

ACCOUNT CONNECTIONS THAT WORK

Link nearly any US bank or broker — securely, in read-only mode

We also support many EU and UK banks

Link major crypto exchanges and wallets

Add any asset manually — any listed ticker supported

NUMBERS YOU CAN ACTUALLY TRUST

Measure performance with IRR (Internal Rate of Return) — the metric professionals use and most brokers don't show

Slice and dice your allocation across asset classes, industries, and countries

Analyze returns with TWR (Time-Weighted Return) and MWR (Money-Weighted Return), so deposits and withdrawals don't distort your numbers

Multi-currency support for global investments

ADD YOUR DEBTS TO SEE YOUR NET WORTH

Link your mortgage to your home to see your home equity

Add loans, credit cards, and tax liabilities

Track your net worth to reach your financial goals

AN INVESTMENT TEAM IN YOUR POCKET

Five specialized AI agents, led by an AI Investment Advisor that sees your full portfolio:

Portfolio Manager — builds and rebalances your allocation

Research Analyst — digs into every holding you own

Risk Officer — flags hidden concentration and challenges risky moves

Tax Advisor — optimizes for after-tax returns

Financial Planner — tracks progress to your goals

The team monitors your portfolio 24/7 and shares news, alerts, and insights. Ask anything and get a straight answer grounded in your real numbers — what to buy, hold, or sell, and why.

SECURITY FIRST

Bank-grade AES-256 encryption

Read-only access: 8FIGURES can't place trades or move your money

Secure account connections via Plaid and other trusted providers

Your data stays private — even our team can't access it without your approval

Export or delete your data whenever you choose

TRUSTED BY INVESTORS

Over 10,000 investors track $100M+ in linked assets with 8FIGURES. Featured by Forbes, Investopedia, Kiplinger, Yahoo Finance, and U.S. News.

DISCLAIMER

8FIGURES Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. For additional information about our advisory services, please view our Form ADV Part 2A and Form CRS on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov.

8FIGURES provides investment guidance using software-based models and algorithms. Information in the app may be general in nature and is not legal or tax advice. Investing involves risk, and you are responsible for your decisions.

8FIGURES Inc. is acting as an agent of TrueLayer, who is providing the regulated Account Information Service, and is authorized and regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 and the Electronic Money Regulations 2011 (Firm Reference Number: 901096).

8FIGURES® is a registered trademark with the U.S. Patent & Trademark Office (Registration No. 7727610).

Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula

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