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Briefcase - AI portfolio icon

Briefcase - AI portfolio

Personal portfolio management
US flag US
1 of 1 storefronts
Content in en-US
3 Ratings
5.0
★★★★★
Age Rating
4+
Years
Language
EN
Size
52.3
MB

Information

Apple ID6758148658
Bundle IDme.echovault.briefcase
SellerSeller
Min iOS15.1
Min macOS12.0
Device familiesiphone, ipad, ipod
Released2026-02-13
Copyright© 2026 Ugo Nwune
WebsiteLink ↗
Privacy policyLink ↗

Preview 2 platforms

iPhone 6 images

iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot

iPad 8 images

iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot

What’s New Version 1.3.0

What's New in This Version • Daily Brief — Premium users get a morning digest of what moved their portfolio: biggest movers first, with cited news explaining why. • Portfolio News — Top headlines for your holdings now appear right on your dashboard, with a full news feed one tap away. Free for everyone. • News Insights — A full-screen breakdown of your portfolio's day: movers, analysis, and every source. (Premium) • "Why did this move?" — Tap any holding to see the news behind today's price action. (Premium) • Push alerts — Get notified when a holding moves more than 5% in a day. Enable in Profile → Notifications. • News on every asset — Each holding's detail page now shows its latest headlines. • Accurate pricing for every asset type — bonds, real estate, cash, and any crypto coin now track correctly. • Real historical charts with working time ranges (1D–ALL). • Bug fixes and performance improvements.

Description

Briefcase is your personal comprehensive portfolio management dashboard. It allows you to monitor all your assets ranging from stock, bonds, to crypto, even cash and physical goods. The app monitors price fluctuations in your holding and generates AI insights based on your asset performance to guide investment decisions. End user license agreement https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

In-App Purchases US pricing

Flight Subscription
PRO · Monthly$4.99

Capabilities

In-App Purchases

Accessibility

ipadiphonemacrealityDevicetvoswatch

Version history 3 versions

Build 887948597v1.3.02026-07-07 23:12:16
What's New in This Version • Daily Brief — Premium users get a morning digest of what moved their portfolio: biggest movers first, with cited news explaining why. • Portfolio News — Top headlines for your holdings now appear right on your dashboard, with a full news feed one tap away. Free for everyone. • News Insights — A full-screen breakdown of your portfolio's day: movers, analysis, and every source. (Premium) • "Why did this move?" — Tap any holding to see the news behind today's price action. (Premium) • Push alerts — Get notified when a holding moves more than 5% in a day. Enable in Profile → Notifications. • News on every asset — Each holding's detail page now shows its latest headlines. • Accurate pricing for every asset type — bonds, real estate, cash, and any crypto coin now track correctly. • Real historical charts with working time ranges (1D–ALL). • Bug fixes and performance improvements.
Build 887622978v1.2.02026-07-02 09:06:09
1. New improved Agentic AI chat system. The briefcase chat agent now has tools that it can use to ground its self with the latest news and ticker facts. It pulls information from multiple API and general internet search to provide the user with upto date information to ground their research and trade moves. 2. Bug fixes and UI element issue fixes
Build 881744920v1.02026-02-13 20:27:11
PRO

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Availability 1 of 1 storefronts

RegionLanguagePriceRatingsAvgVersion
US en-USFree35.01.3.0

Change log 7 changes · US

releaseNotes updated
What's New in This Version • Daily Brief — Premium users get a morning digest of what moved their portfolio: biggest movers first, with cited news explaining w
description updated
Briefcase is your personal comprehensive portfolio management dashboard. It allows you to monitor all your assets ranging from stock, bonds, to crypto, even cas
subtitle updated
Personal portfolio management
name updated
Briefcase - AI portfolio
Version 1.3.0 released
What's New in This Version • Daily Brief — Premium users get a morning digest of what moved their portfolio: biggest movers first, with cited news explaining why. • Portfolio News — Top headlines for your holdings now appear right on your
Version 1.2.0 released
1. New improved Agentic AI chat system. The briefcase chat agent now has tools that it can use to ground its self with the latest news and ticker facts. It pulls information from multiple API and general internet search to provide the user
Version 1.0 released
expanded screenshot