Track stocks and ETFs across your real transactions.
Performance, dividends, taxes — and real clarity, in one place.
Trusted by 2,400+ investors
Most broker apps are bad enough on their own. Use several of them, and portfolio tracking becomes chaos. Recap fixes that.
Features
Built for clarity. Not for trading, not for noise.
Total value, invested capital, and real P&L — before and after fees. The number your broker won't show you.
Sector, region, and asset breakdown. Know exactly where your capital is concentrated.
Track received dividends and see what's coming. Know your annual yield and upcoming payments.
Know your tax liability before filing season hits. Realized gains and dividend income — calculated for you.
Create unlimited portfolios and keep them separate. Ideal if you hold accounts at different brokers or run distinct strategies.
Import
Drop a CSV or a screenshot from any broker. No custom templates, no reformatting — Recap figures out the rest.
Privacy
Everything is stored locally on your device — no account, no registration. Recap has no servers that hold your data, no sign-in to create. Your transaction history stays entirely on your phone, private by design.
Get Started
Join thousands of investors who finally know their real numbers.
Free to download · No broker login required · iOS 26+
FAQ
Need help or have something specific in mind? Our support team is just an email away — reach us at ngulak@protonmail.com
Recap is free to download and use for the basics. A premium subscription unlocks the full feature set: ETFs & global stocks, importing transactions from screenshots and CSV files, Home & Lock screen widgets, a detailed tax report, and the Rebalance Assistant. No hidden fees — you see exactly what you get before subscribing.
No broker login is ever required. You import your transactions by uploading a CSV export from your broker or by taking a screenshot. Recap reads the data locally — your credentials and account details stay entirely with you.
Everything is stored locally on your iPhone — no account, no registration, no cloud sync. Your transaction history and portfolio data never leave your device. This is a core design decision, not an afterthought.
Recap supports CSV exports from most major brokers including Interactive Brokers, Revolut, Trading 212, Degiro, Fidelity, Charles Schwab, and more. You can also photograph or screenshot a statement and Recap will parse the transactions automatically.
Recap estimates your tax liability based on realised capital gains and dividends received during the tax year, using the tax rules of your selected country. The report is designed to give you a clear starting point — always verify with a qualified tax adviser before filing.
35 supported countries