Catfolio is positioned as a personal investment tracking app built specifically for Apple platforms. Rather than acting as a trading terminal, it focuses on aggregation: pulling supported brokerage accounts and imported CSV data into a single place so users can see portfolio value, cost basis and daily returns without switching between apps.
The core feature set centers on multi-account consolidation. Users can connect a supported broker through read-only access or import a CSV, then browse holdings by account, holding or currency. The app also includes research and daily record sections, and its MCP support allows external AI coding tools to access holdings, returns and market research data as a foundation for custom analysis.
The layout adapts across devices: on Mac, a sidebar, holdings list and overview appear together, while iPad shows a full overview and unfolded iPhone views place the sidebar beside charts. This makes it suitable for individual investors who hold accounts at several brokers and prefer a native app over spreadsheets or web portals.
A practical approach is to start by connecting one broker or importing a CSV to verify that holdings and cost figures match expectations, then add remaining accounts gradually. Users should confirm that their specific broker is supported before relying on automatic sync, and treat the app as a tracking and research layer rather than an execution tool. Overall, Catfolio is a focused option for Apple users seeking a consolida
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