Your complete
portfolio tracker
Track stocks, crypto, real estate, metals, and more — all in one beautifully designed app. Multi-currency support, live pricing, and actionable insights.
Why Panoramica?
Professional portfolio management shouldn't require a wealth manager.
The average annual fee charged by wealth managers on assets under management.
Most investors juggle multiple apps to track stocks, crypto, property, and other assets.
Institutional-quality analytics for a fraction of what you'd pay a wealth manager.
Everything you need
A single app to understand, manage, and grow your entire portfolio — across every asset class and currency.
Multi-asset tracking
Stocks, crypto, real estate, metals, cash, funds, and fixed income — track every asset class in one place.
Live pricing & insights
Real-time price feeds for equities, crypto, and metals. Risk analysis that scores portfolio health and flags concentration before it bites.
Multi-currency
Set your base currency and see your entire portfolio valued consistently. Automatic FX rate conversion.
Private & secure
Your data syncs securely and stays private. No ads, no data selling — just a tool built for investors.
AI portfolio analysis
Get institutional-quality risk analysis, exposure breakdowns, and personalized recommendations powered by AI.
Benchmark comparison
Compare your returns against S&P 500, Nasdaq 100, MSCI EAFE, and other major indices. Track alpha, beta, and Sharpe ratio.
Tax lot tracking
FIFO, LIFO, HIFO cost basis methods. Track realized gains, wash sales, and tax-loss harvesting opportunities.
Income projections
Forecast dividends, bond coupons, and rental income. See your projected annual income across all holdings.
Designed for clarity
Clean, information-dense screens that make complex portfolios easy to understand at a glance.
How does it compare?
Panoramica gives you the tools of a wealth manager at a fraction of the cost.
| Panoramica | Spreadsheets | Free Apps | Wealth Manager | |
|---|---|---|---|---|
| Multi-asset support | ||||
| Live pricing | ||||
| AI analysis | ||||
| Tax lot tracking | ||||
| Mobile app | ||||
| Cost | $100/yr | Free | Free | 1% AUM |
| Data privacy |
Institutional analytics. No wealth manager required.
Panoramica reaches the App Store soon. Leave your email and we'll send the download link the day it goes live.