Clavix is a portfolio review tool for users who enter their own stock and ETF holdings. It assigns letter grades to measures such as asset quality, diversification, co-movement, and volatility, and presents a Morning Report about changes. The free plan supports up to ten holdings. Clavix Pro adds unlimited holdings, more detail behind the measures, risk-history charts, and additional reports; the listing gives a one-month free period followed by $19.99 monthly or $149.99 yearly in the US. Clavix does not connect to a brokerage and cannot place trades. Its developer says the grades describe risk, not expected returns, and are not investment advice. Treat the report as an informational view and verify data independently before making financial decisions.
Clavix Stock Portfolio Tracker
A manual-entry stock and ETF portfolio tracker that grades portfolio risk and summarizes market changes.
Overview
A closer look at Clavix Stock Portfolio Tracker.
A closer look
App screenshots
Choose with confidence
The useful details.
What it does
- Tracks manually entered stock and ETF holdings without a brokerage connection.
- Shows separate grades for portfolio quality, diversification, co-movement, and stability.
- Free plan supports ten holdings; Pro adds portfolio history and expanded reports.
A good fit for
- Investors who want a manual portfolio overview and risk-oriented summaries.
- Users who do not want to connect a brokerage account to a tracking app.
Worth knowing
- Clavix cannot trade and is not investment advice; portfolio grades are proprietary indicators, not forecasts of returns.
Frequently asked questions
Answers based on the app’s official listing and reviewed information.
What is Clavix Stock Portfolio Tracker used for?
A manual-entry stock and ETF portfolio tracker that grades portfolio risk and summarizes market changes.
What can you do with Clavix Stock Portfolio Tracker?
Tracks manually entered stock and ETF holdings without a brokerage connection. Shows separate grades for portfolio quality, diversification, co-movement, and stability. Free plan supports ten holdings; Pro adds portfolio history and expanded reports.
Who is Clavix Stock Portfolio Tracker designed for?
Investors who want a manual portfolio overview and risk-oriented summaries. Users who do not want to connect a brokerage account to a tracking app.
What should you know before downloading Clavix Stock Portfolio Tracker?
Clavix cannot trade and is not investment advice; portfolio grades are proprietary indicators, not forecasts of returns.
Does Clavix Stock Portfolio Tracker include paid features?
Clavix Pro includes a one-month free period, then $19.99 per month or $149.99 per year in the US listing; auto-renewing.
Which platforms support Clavix Stock Portfolio Tracker?
Greatooly's reviewed app information lists iOS.
Researched from official sources; this is not a hands-on review. Last checked 2026-11-04.
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