New: Real-time Yahoo! Finance Integration

See Your Portfolio
at a Glance —
Not in Rows & Columns

Turn your investments into a visual map so you can instantly spot winners, understand exposure, and make smarter decisions.

PortVisio iPhone Portfolio View
PortVisio iPad Treemap View

COMPATIBLE WITH ALL MAJOR BROKERAGES

Manual entry for now. Direct integrations are in progress.

Robinhood
E*TRADE
Fidelity
Charles Schwab
Vanguard
Robinhood
E*TRADE
Fidelity
Charles Schwab
Vanguard
Apple StocksPortVisio

A Visual Alternative to
Apple Stocks

Apple's Stocks app shows you numbers. PortVisio shows you the whole picture. Stop scrolling through endless lists and start seeing your wealth visualized.

  • Interactive treemaps instead of boring lists
  • See your actual portfolio allocation at a glance
  • Spot overexposure and imbalances instantly
  • View holdings from multiple brokerages in one place
Apple Stocks App
Limited View
PortVisio Portfolio View
Full Picture

Why It Matters

PortVisio turns your complex stock portfolio into a crystal-clear visual map. Instead of scrolling through lists, you'll see what you own and how it's performing — instantly and intuitively.

Visual Clarity

Get a complete picture of your holdings in seconds — not minutes.

Performance at a Glance

See daily movement and all-time performance without staring at numbers.

Know Your Risk

Over-concentration and weak performers jump out — no spreadsheet skills required.

Real-Time Insights

Live prices, charts, news, and earnings help you stay informed.

Interactive Visual Map
Highlights

Interactive Visual Maps

Blocks sized by position size and colored by performance make your portfolio instantly readable.

  • Sized by weight, colored by performance
  • Tap any block to drill into details
  • Switch between all-time and daily views
Fast Alerts

Fast Alerts

Set thresholds and get notified when holdings or your overall portfolio reach milestones that matter to you.

  • Individual stock and portfolio-wide alerts
  • Customizable thresholds from 1% to 20%
  • Control your daily alert limit
Portfolio Alerts
Alert Settings
Easy Tracking

Easy Tracking

Add, edit, or remove holdings in seconds — including cash positions.

See every detail of your positions at a glance: current price, day change, P&L, portfolio weight, cost basis, and current value.

Position Details

Stop tracking. Start visualizing.

Download PortVisio and see your portfolio come to life.