Record purchases, sales, fees, and fractional quantities for brokerages that support fractional-share trading.
Alpholio
A private U.S. stock portfolio tracker for individual investors.
Record trades, fractional shares, cash activity, dividends, and stock splits. Alpholio calculates current positions, realized gains, cash balance, and portfolio performance on your device without requiring you to entrust your complete transaction history to a third-party platform.
Process trades, stock splits, and dividends chronologically, counting corporate actions only while a position is held.
Use a standard CSV format to organize historical records in Excel, Numbers, or another spreadsheet app.
Sync across your personal devices through your own iCloud account without an Aileen Studio account.
Use your own MarketData.app, Alpha Vantage, or Finnhub API key for market price requests.
Run technical indicators and analysis plans primarily on your device, with future support planned for Apple Intelligence capabilities.
Current status
Alpholio is currently in development and being prepared for App Store distribution. Its App Store listing, final market data licensing details, and public download link will be added when available.
Data boundaries
The app does not require an Aileen Studio account and does not upload your complete holdings, cost basis, transaction history, or cash activity to Aileen Studio servers. Market data requests send a ticker symbol, date range, and your provider API key to the selected service; company research accesses SEC EDGAR. These services receive technical network information. See the Privacy Policy for details.
Designed for personal recordkeeping
Alpholio helps individual investors record U.S. stock trades, cash activity, dividends, and stock splits on iPhone, with optional synchronization through their personal iCloud account.