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If you’re a heavy investor, you might find yourself having accounts across various brokerages. Or, perhaps, you only invest with one brokerage but you find their app interface very ugly. Summit solves both of these problems, providing a clean all-in-one interface for tracking all of your investments across Apple devices.
Top features
Summit lets you add all of your investments in one all-encompassing place. It has a simple, easy to understand dashboard that’ll show all of your investments, their value over time, and a daily change total. There’s also an analytics tab that’ll break down your portfolio for you – all with real time data.
It does require you to manually input your data, so there is a bit of an upfront time investment required – though the app does also allow you to import CSVs to make this process easier. Once you get all of your data in, you’re off to the races.
The app will use real time data to calculate the value of your overall portfolio across all of your accounts. The great thing is, if you input your cost basis while setting up the app, it can show you exactly how well your investments have done over time. Everything is also calculated on device. With Summit, you can easily look at historic returns, how your assets are allocated, and see what your largest positions are – across all of your accounts.
Download the app
Summit is available for free on the App Store for iPhone and iPad users running iOS 26 and later. It’ll be available on Mac soon.
For the full experience, including AI overviews, deeper analytics, CSV imports/exports, and multiple accounts, you’ll need to subscribe to Summit Pro for $2.99/month, $24.99/year, or $49.99 lifetime.
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