Catfolio - Portfolio Tracker · Office #56,390

What it is

Calls itself “portfolio tracker”.

• Calls itself: portfolio tracker

“Catfolio is a multi-broker investment portfolio tracker for iPhone, iPad and Mac.”

Where it puts itself

Rules out “order, cancellation, or transfer functions”.

• Says it will not: order, cancellation, or transfer functions

“There are no order, cancellation, or transfer functions.”

What it costs

Has a free plan. No monthly plan.

• Monthly: no
• Free plan: yes

“Is it free to download? Currently available features are free during the launch phase.”

Who it sells to

Sells to consumers. Available in 2 languages.

• Sells to: consumers
• Languages: Chinese · English

“Catfolio brings all your investments into one clear view.”

“Language Chinese English”

How it runs

A desktop app and mobile app for iOS and macOS. Runs locally and works offline. Distributed through the App Store. No API. AI is a side feature. You can bring your own API key.

• Kind: desktop · mobile
• Runs on: iOS · macOS
• Runs where: on the device, offline
• Distributed via: App Store
• API: no
• AI role: a side feature
• Bring your own key: yes

“Available on iPhone, iPad and Mac, with MCP support.”

“Privacy first: portfolio data stays on-device, with credentials secured in Keychain.”

What it works with

Integrates with Claude Code, Codex and SnapTrade Personal API. Analyzes / reviews S&P 500, SMH and VXSMH. Names MCP on its pages.

• Integrates with: Claude Code · Codex · SnapTrade Personal API
• Analyzes / reviews: S&P 500 · SMH · VXSMH
• Names: MCP

“Catfolio brings all your investments into one clear view.”

“Use Codex or Claude Code to access your holdings, returns, and market research data through Catfolio MCP.”

What it offers as proof

Live, no waitlist. Instant signup.

• Instant signup: yes

“Download on the App Store”