Home › Finance
Information
Preview 2 platforms
iPhone 6 images
iPad 8 images
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
Price history by region
Currency
Show
Columns
Search
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
US | en-US | Free | 3 | 5.0 | 1.3.0 |
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