DCMA PRODUCT · iPhone

Kinvest

A clearer view of every portfolio you manage.

Kinvest is a local-first workspace for tracking investments managed on behalf of friends and family. Keep each person's holdings, transactions, cost basis, and performance together without connecting a brokerage account.

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Keep every person in viewSee each portfolio separately, then understand the combined value and all-time P&L.
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Record the ledger, not a guessRecord buys and sells with quantities, prices, and fees. Open positions and P&L are calculated from the transaction history.
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Use the prices you trustMaintain a stock and crypto catalog and enter the prices you want to use. Kinvest does not provide live market data.
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Local by defaultPortfolio data is kept in the local database on your device. Kinvest does not require an account.

App Store release in preparation Privacy policy Support

Kinvest dashboard with a combined managed value and four example portfolios — Portfolio overview

Kinvest portfolio detail showing holdings, cost basis, and profit and loss — Person-by-person detail

Kinvest reports screen with combined performance and asset allocation — Performance and allocation

Kinvest manual market price editor for stocks and crypto assets — Manual price management

Kinvest settings showing local storage and language options — Local storage and language