Stock & Portfolio App: Summit2026.5 - App Store

Summit is a modern portfolio tracker designed to help you clearly understand your investments - without ads, or cloud-based data processing.

Track your portfolio’s performance, analyze returns, and manage transactions across stocks and ETFs with a clean, native experience built for iPhone and iPad. Summit focuses on clarity, privacy, and thoughtful design, giving you powerful insights while keeping your data fully under your control.

POWERFUL ANALYTICS
Summit’s customizable portfolio view lets you build the insights that matter most to you, including total return, performance over time, historical returns, portfolio allocation, and largest positions. Cells can be filtered by account and rearranged to match your investing style.

TRANSACTION TRACKING
Track all investment activity with a guided, multi-step flow. Summit supports buy and sell transactions, dividends, deposits, withdrawals, and interest. Edit or delete transactions at any time, with changes instantly reflected across your portfolio.

PRIVACY BY DESIGN
Summit is built with privacy as a first-class feature. There are no ads and no cloud-based processing. Portfolio insights and AI-powered summaries run entirely on-device, with data syncing securely via iCloud. Lock the app for extra peace of mind.

LIVE MARKET DATA
Stay up to date with real-time quotes and historical prices and automatic currency conversion.

BUILT FOR APPLE PLATFORMS
Summit is a native iOS and iPadOS app with iCloud Sync across devices for free.

Summit may offer subscriptions for "Summit Pro". Payment will be charged to your Apple ID account at the confirmation of purchase. The subscription automatically renews unless it is cancelled at least 24 hours before the end of the current period. Your account will be charged for renewal within 24 hours prior to the end of the current period. You can manage and cancel your subscriptions by going to your App Store account settings after purchase. Cancellation of the current active subscription period is not allowed. Summit's Privacy Policy can be found at https://summitportfolio.app/privacy/ and Terms of Use at https://summitportfolio.app/terms/

Version History This update includes a new onboarding flow, in addition to some bug fixes and general improvements. 2026.5 May 21 This update includes a new onboarding flow, in addition to some bug fixes and general improvements. 2026.4 May 17 This update introduces Sherpa, a powerful new tool designed to help you get more out of Schooly.

# New
- Sherpa - Your new intelligent assistant for navigating Schooly and getting insights faster.
- Portfolio tab - A redesigned portfolio experience replaces the previous Home & Analytics tabs, making it easier to access what matters most.
- Family annual subscription - A new family plan is now available so everyone in your household can access Summit Pro.
- Turkish Lira (TRY) Support - You can now track portfolios using TRY.

# Improvements
- Improved loading animations for a smoother experience throughout the app. 2026.3 Mar 18 Thanks for using Summit! Here's what new in this version:
- CSV importing now alerts you to the issue with your CSV file
- There is now a confirmation alert before deleting an account 2026.2 Feb 17 2026.1 Feb 13