{"id":491243,"date":"2026-02-22T03:26:10","date_gmt":"2026-02-22T03:26:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/491243\/"},"modified":"2026-02-22T03:26:10","modified_gmt":"2026-02-22T03:26:10","slug":"indie-app-spotlight-summit-is-an-all-in-one-portfolio-tracker-for-iphone-and-ipad","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/491243\/","title":{"rendered":"Indie App Spotlight: &#8216;Summit&#8217; is an all-in-one portfolio tracker for iPhone and iPad"},"content":{"rendered":"<p>\t<img width=\"1600\" height=\"800\" src=\"https:\/\/www.newsbeep.com\/ca\/wp-content\/uploads\/2026\/02\/Summit-portfolio-tracker.jpg\" class=\"skip-lazy wp-post-image\" alt=\"\"  decoding=\"async\" fetchpriority=\"high\"\/><\/p>\n<p>Welcome to\u00a0<a href=\"https:\/\/9to5mac.com\/guides\/indie-app-spotlight\" rel=\"nofollow noopener\" target=\"_blank\">Indie App Spotlight<\/a>. This is a weekly 9to5Mac series where we showcase the latest apps in the indie app world. If you\u2019re a developer and would like your app featured, get\u00a0<a href=\"https:\/\/9to5mac.com\/author\/michaelb\" rel=\"nofollow noopener\" target=\"_blank\">in contact<\/a>.<\/p>\n<p>If you\u2019re 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. <a href=\"https:\/\/apps.apple.com\/us\/app\/summit-portfolio-tracking\/id6756911679\" rel=\"nofollow noopener\" target=\"_blank\">Summit<\/a> solves both of these problems, providing a clean all-in-one interface for tracking all of your investments across Apple devices.<\/p>\n<p>Top features<\/p>\n<p><a href=\"https:\/\/apps.apple.com\/us\/app\/summit-portfolio-tracking\/id6756911679\" rel=\"nofollow noopener\" target=\"_blank\">Summit<\/a> lets you add all of your investments in one all-encompassing place. It has a simple, easy to understand dashboard that\u2019ll show all of your investments, their value over time, and a daily change total. There\u2019s also an analytics tab that\u2019ll break down your portfolio for you \u2013 all with real time data.<\/p>\n<p>It does require you to manually input your data, so there is a bit of an upfront time investment required \u2013 though the app does also allow you to import CSVs to make this process easier. Once you get all of your data in, you\u2019re off to the races.<\/p>\n<p>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 <a href=\"https:\/\/apps.apple.com\/us\/app\/summit-portfolio-tracking\/id6756911679\" rel=\"nofollow noopener\" target=\"_blank\">Summit<\/a>, you can easily look at historic returns, how your assets are allocated, and see what your largest positions are \u2013 across all of your accounts.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"576\" width=\"1024\" src=\"https:\/\/www.newsbeep.com\/ca\/wp-content\/uploads\/2026\/02\/Bento.jpg\" alt=\"\" class=\"wp-image-1040234\"  \/><\/p>\n<p>Download the app<\/p>\n<p><a href=\"https:\/\/apps.apple.com\/us\/app\/summit-portfolio-tracking\/id6756911679\" rel=\"nofollow noopener\" target=\"_blank\">Summit<\/a> is available for <a href=\"https:\/\/apps.apple.com\/us\/app\/summit-portfolio-tracking\/id6756911679\" rel=\"nofollow noopener\" target=\"_blank\">free on the App Store<\/a> for iPhone and iPad users running iOS 26 and later. It\u2019ll be available on Mac soon. <\/p>\n<p>For the full experience, including AI overviews, deeper analytics, CSV imports\/exports, and multiple accounts, you\u2019ll need to subscribe to Summit Pro for $2.99\/month, $24.99\/year, or $49.99 lifetime.<\/p>\n<p>My favorite Apple accessory recommendations:<\/p>\n<p>Follow Michael:\u00a0<a href=\"https:\/\/x.com\/mbrkhrdt\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">X\/Twitter<\/a>,\u00a0<a href=\"https:\/\/bsky.app\/profile\/michaelb.nyc\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Bluesky<\/a>,\u00a0<a href=\"https:\/\/instagram.com\/m.brkhrdt\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Instagram<\/a><\/p>\n<p>\t\t<a target=\"_blank\" rel=\"nofollow noopener\" href=\"https:\/\/google.com\/preferences\/source?q=https:\/\/9to5mac.com\" aria-label=\"Add 9to5Mac as a preferred source on Google\"><br \/>\n\t\t\t<img decoding=\"async\" class=\"google-preferred-source-badge-dark\" src=\"https:\/\/www.newsbeep.com\/ca\/wp-content\/uploads\/2025\/12\/1767146409_918_google-preferred-source-badge-dark.png\" alt=\"Add 9to5Mac as a preferred source on Google\"\/><br \/>\n\t\t\t<img decoding=\"async\" class=\"google-preferred-source-badge-light\" src=\"https:\/\/www.newsbeep.com\/ca\/wp-content\/uploads\/2025\/12\/1767146410_539_google-preferred-source-badge-light.png\" alt=\"Add 9to5Mac as a preferred source on Google\"\/><br \/>\n\t\t<\/a><\/p>\n<p class=\"disclaimer-affiliate\">FTC: We use income earning auto affiliate links. <a href=\"https:\/\/9to5mac.com\/about\/#affiliate\" rel=\"nofollow noopener\" target=\"_blank\">More.<\/a><\/p>\n<p><a href=\"https:\/\/benqurl.biz\/3WZyqpL\" rel=\"nofollow noopener\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1033835\" src=\"https:\/\/www.newsbeep.com\/ca\/wp-content\/uploads\/2026\/02\/1771730770_19_native-banner_750_150.jpg\" alt=\"\" width=\"750\" height=\"150\"\/><\/a>\t\t\t\t<script async src=\"\/\/www.instagram.com\/embed.js\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"Welcome to\u00a0Indie App Spotlight. This is a weekly 9to5Mac series where we showcase the latest apps in the&hellip;\n","protected":false},"author":2,"featured_media":491244,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[49,48,190,61],"class_list":{"0":"post-491243","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-mobile","8":"tag-ca","9":"tag-canada","10":"tag-mobile","11":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/491243","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=491243"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/491243\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/491244"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=491243"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=491243"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=491243"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}