Your portfolio, closer at hand.
An iOS app, a refreshed website and clearer portfolio insights. Here are the main changes since our June release.
The iOS app is awaiting App Store approval.
What’s new
Navero for iOS
A dedicated iPhone app brings Overview, Holdings, Performance, Income and Trades together. View all accounts or focus on one, inspect individual holdings and explore your portfolio allocation. Add manual accounts, import supported CSV files or connect supported brokers with read-only access. A demo lets you explore the app before adding your own data.
Performance from more angles
On iOS, compare portfolio returns with benchmarks, explore sector comparisons and use the return heatmap to spot stronger and weaker periods. Review holding returns and portfolio performance over time. Sector exposure now includes dates for available ETF data, while clearer explanations help distinguish measured performance from estimates and incomplete coverage.
A fuller picture of income and trades
The iOS income view brings dividend totals, forecasts and payment history together, with insights into which holdings generate income. Choose the income sources and periods you want to review, explore realised trade income where cost data is available, and open individual records for more detail. Add or manage income records and inspect trade values and costs.
Clearer AI performance reports
Generate performance reports from the iOS app as well as the web. Reports separate calculated portfolio and benchmark returns from AI market commentary, with clearer holding-return labels, data dates and source links. Recent news is identified as recent context. If commentary is unavailable, measured results and available holding news remain accessible.
Your account across web and iPhone
Sign in with email, Apple or Google, and use biometric unlock on supported devices. Your Navero subscription carries across web and iOS, with purchase restoration for App Store subscriptions. The app also includes notification preferences, support requests, data export and account-deletion controls, so everyday account management is available from your phone.
A refreshed Navero website
The new English and Dutch website presents the product with real app previews, dedicated platform pages and clearer feature explanations. Explore supported integrations, compare web plans and find help through simplified navigation. Release notes now have a permanent archive, so earlier updates remain available as Navero grows.
Bug fixes and optimisation
We’ve also improved the everyday details across the web app and iOS:
- More reliable portfolio totals, historical values, currency conversions and performance charts, with clearer handling of incomplete data.
- Improved broker synchronisation, CSV imports and asset matching, including fractional trades and ETF classifications.
- Clearer dividend, income and trade details, with fixes to transaction values, costs and account-level views.
- Smoother sign-in, account setup, password recovery and subscription purchase or restore flows.
- More consistent English and Dutch copy, better small-screen layouts, accessibility improvements and smoother chart updates.