Mktbox: Stock Market Tracker26.14 - App Store

Mktbox was created by a duo of hedge fund PMs who wanted a better way to manage and analyze their own investments on mobile. We built the tools we wished existed and are now excited to share them more broadly.

*** Portfolio Tracking ***

Mktbox is designed to be the home for all of your investment accounts.

You can link accounts through Plaid, enter positions manually, or create simulated portfolios. Portfolios can be viewed individually or combined, giving you a complete picture of your investments in one place.

For each position, you can analyze performance across any time horizon such as daily, weekly, monthly, or since purchase. We support multiple tax lots and provide detailed tracking at the transaction level, so you can understand how partial buys and sells have impacted your returns.

We have also built our own performance system, allowing you to compare your portfolio in real time and historically against major indices like the S&P 500, Nasdaq, and Dow Jones. Attribution is built in. If your portfolio is up 10%, you will be able to see exactly which positions contributed to that result and how it all adds up.

Dividend tracking is also included, with visibility into income across time as well as upcoming announced and estimated payouts.

*** AI-Powered Portfolio Insights ***

We have integrated AI directly into the portfolio experience.

Our system combines multiple models with real-time market data and our own internal logic to provide fast, contextual answers to your questions. Instead of manually digging through data, you can simply ask and get a response tailored to your portfolio.
*** Stock and Market Tracking ***

Even if you do not link a portfolio, Mktbox is designed to be a powerful stock tracking app.

We have built a flexible home dashboard where you can maintain a primary list alongside additional watchlists. Across all of them, you can view real-time pricing, including pre-market and after-hours data.

Within any list, you can analyze performance across all securities over any time period. This perspective is rare, but incredibly useful for understanding trends and relative performance.

Each stock page includes real-time charts, key financial metrics, and deeper context. Rather than just showing a number, we help you understand what it means. For example, whether a P/E ratio is high or low relative to peers.

We also provide financial history through proprietary charts, allowing you to quickly analyze trends in revenue, margins, and other key metrics. A mobile-friendly view of the income statement is included, along with year-over-year changes across major line items.

AI is also embedded here, already aware of the stock you are viewing and ready to answer questions with up-to-date context.

*** News ***

We believe the current mobile experience for financial news is broken.

Most sources are cluttered with ads, popups, and low-quality content. We built Mktbox to fix that.

Our system uses AI agents to read and process articles from thousands of sources. This allows us to filter out irrelevant or poorly tagged content and generate concise summaries.

The result is a clean, curated feed centered around the stocks you care about. You can also focus on individual stocks or specific publishers.

We have also built a custom reader that strips away everything except the content itself. No ads, no popups, just a clean reading experience.
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Apple's standard terms of use for In-App Purchase subscriptions apply. You can view them at:
https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Additional, you can view Mktbox terms and privacy policy at:
https://www.mktbox.com/terms
https://www.mktbox.com/privacy

Version History - Dramatically improved launch times
- All return segments (1D, 1W, 1M....5Y) available directly on the home screen
- Time weighted portfolio returns across all time periods (and comparable with all the stocks you follow) directly on home and in the portfolio view
- An all new lists experience. Expand and collapse each list, and merge and unmerge into one large list. Drag and drop items between lists directly on home. 26.14 Sep 10 AI chat enchantments 26.13 Aug 14 - AI chat performance enhancements 26.12 Aug 13 - Several fixes and performance enhancements 26.11 Jun 10 - Sharing - Tap the share icon on any stock and send over iMessage. Friends will be able to see all of Mktbox's stock page, even without downloading the app 26.10 May 13 - Unlimited free price alerts and stock notes!
- Push notifications
- Performance enhancements. 26.9 Apr 22 Genius is now Mktbox!

- NEW! Add notes - track your thoughts on a particular stock
- Updated charts
- Updated home index view 26.8 Apr 6 - Small performance enhancements 26.7 Mar 12 - Updated onboarding experience
- AI chat upgrades
- Search upgrades
- Bug fixes and performance enhancements 26.6 Mar 6 -Updated news experience. Filter by All your stocks, individual stocks, or new providers.
-Performance enhancements. 26.5 Jan 22 Major portfolio upgrades!
- Cost basis data is now inferred from transaction information if possible.
- User's can manually input cost basis information for linked accounts for purchases > 2 years old to view full Since Purchase info
- NAV chart
- Performance chart across multiple time periods, with comparison performance to indices as well as a breakdown of contribution to performance from every security you owned in the time period.

- Several performance enhancements and bug fixes 26.4 12/11/2025 - Support for ios18
- Updated news layout in stock view
- Minor bug fixes 26.3 10/29/2025 - Ask Anything moved front and center
- Recently viewed in search
- Removed shake to hide (too many false shakes)
- Bug fixes and enhancements 26.2 10/16/2025 - New combined portfolio view
- Shake device to show/hide dollar values
- Other small bug fixes 26.1 10/08/2025 Major update for iOS26!
- Updated Home view with trending, gainers, and losers
- Updated Portfolio view - See returns versus the major indices, dividend yield, and all of your transactions and the return of each transacted stock since
- Updated Stock view - Summarized news, valuation rations, and chartable financial information
- Major news update - Introducing the news tab - a real-time feed of summarized articles curated for you based on the stocks you own and follow
- Reader mode - Read articles directly in app with our new reader mode that leverages Sarari's readability mode and Apple's new on device AI. 26.0 09/23/2025 - Updated stock detail page with stock metrics including P/E, P/Revenue, 5-Yr Revenue growth rate, net margin, return on equity, and free cash flow yield
- Minor bug fixes and enhancements 11.6 07/28/2025 - Brand new news experience with proprietary Genius Reader view 11.5 07/18/2025 - Support for Fidelity accounts
- Updated portfolio dividend information
- Increased speed and performance 11.4 06/25/2025 - Upgraded news feed
- More under the hood enhancements 11.3 05/21/2025 - Real-time quotes
- Updated support for pre and post market charts
- Faster, more responsive 11.2 05/20/2025 - Updated AI chat experience
- Support for more securities including ETFs and funds
- Small bug fixes 11.1 04/02/2025 - Support for more securities including ETFs, Funds, and ADRs
- Authentication fix for a small percentage of user's unable to log in on multiple devices 11.0 03/22/2025 - Ask Genius anything AI Agent 10.12 03/19/2025 - New portfolio dividend breakdown with dividend yield, monthly payments (past and projected), yearly payouts, and dividend yields by position
- Fix for prices not loading for stocks on home dashboard 10.11 02/04/2025 - Some minor sorting issues
- Fixed an issue around pricing in plaid linked accounts
- Some small UI Tweaks 10.10 01/19/2025