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PortfolioXGet the app
YOUR MARKETS. YOUR PERSPECTIVE.

Know what
you own.
Understand
what moves it.

Your portfolio, the market, and the stories behind it. Bring it all into focus with PortfolioX.

Download on theApp StoreGET IT ONGoogle Play
Take a closer look
Company research with a price chart, upcoming earnings and dividends
Market movers, market overview and the daily audio recap
All the moving parts.One clear picture.
A little help from xBot.A LOOK INSIDE PORTFOLIOX · SAMPLE SCREENS
Built for your
investing day.
Portfolio tracking
Market insights
Your AI companion
Daily audio recap

CONNECTED BY DESIGN

A little less noise.
A lot more perspective.

From your first check-in to your next deep dive.
Everything starts with a clearer view.

01 / THE BIG PICTURE

Every holding.
A clearer perspective.

Bring your investments into view. Explore your holdings, compare gains and losses, and understand how your portfolio is allocated.

  • Track individual holdings and total value
  • Explore allocation and performance
  • Keep an eye on dividend income
Get the whole picture
Portfolio holdings with profit, loss and asset values
A place for the whole picture.
Actual app screen · illustrative data

A CURIOUS MIND’S COMPANION

Big questions.
Meet xBot.

A financial term you don’t recognize? A company you want to understand? Start a conversation with your financial information companion.

Meet xBot in the app
Let’s make sense of it.
xBot
Illustrative demo
What should I look for in an earnings report?
Understanding earnings

Start with the bigger picture.

Revenue shows how much a company brings in. Earnings per share (EPS) shows its profit per share. Compare both with earlier periods and expectations, then read the company’s outlook for context.

RevenueEarnings per shareCompany outlook

TAKE YOUR CURIOSITY FOR A SPIN

Sample educational responses. xBot can make mistakes.
Always check financial information against original sources.

MAKE IT A DAILY HABIT

The market keeps moving.
Keep your perspective.

Your morning overview.
Your midday catch-up. Your next deep dive.

A fresh way to catch up.

Give your eyes a break. Listen to the day’s market highlights with the daily audio recap.

Listen in the app

Find the story behind the move.

Connect price changes with market coverage and AI-powered news summaries.

See what’s on the horizon.

Follow upcoming earnings, dividend dates, and economic events in one place.

01

EarningsCompany results

02

DividendsUpcoming payments

03

EconomyKey market events

A FEW THINGS TO KNOW

Good questions.
Clear answers.

Something else on your mind?

Get in touch
What is PortfolioX?

PortfolioX is a mobile investment tracker that brings portfolio tracking, company research, market information, and financial news into one app. xBot lets you explore financial information through conversation.

Can I trade or move money in PortfolioX?

PortfolioX is a read-only portfolio tracker. It does not hold, manage, or process your funds, and it is not a brokerage or exchange.

What can I explore in the app?

You can track portfolio holdings and performance, explore stock and crypto markets, follow company earnings and dividends, browse news, and use xBot for financial information.

Does xBot provide financial advice?

xBot is a financial information companion. Its responses are informational, may contain mistakes or outdated information, and should be checked against original sources. They are not personalized investment advice.

Where can I download it, and what does it cost?

PortfolioX is available on the Apple App Store and Google Play. Check the listing for your device and region for current availability, pricing, and any in-app purchases.

YOUR NEXT CHECK-IN STARTS HERE

A clearer view.
Right in your pocket.

Make room for a little more perspective.

Download on theApp StoreGET IT ONGoogle Play
Available for iOS and Android.