Summit offers iPhone and iPad users a unified solution for tracking investments across multiple brokerages. The indie app provides a clean interface that aggregates holdings, displays real-time portfolio values, and calculates performance metrics including cost basis analysis. Available for free on the App Store, Summit requires iOS 26 or later and will soon expand to Mac devices.

Users must manually input their investment data initially, though CSV imports streamline the setup process. The app calculates portfolio performance entirely on-device, providing analytics on asset allocation, historic returns, and largest positions across all accounts. Summit Pro unlocks additional features like AI overviews, deeper analytics, and multi-account support through subscription tiers priced at $2.99 monthly, $24.99 annually, or $49.99 for lifetime access.

For investors juggling multiple brokerage accounts or frustrated with clunky native apps, Summit delivers a streamlined alternative. The app's focus on privacy through on-device calculations and its comprehensive tracking capabilities make it a compelling option in the crowded financial app market. With the subscription model offering both monthly and lifetime options, Summit aims to serve casual investors and serious portfolio managers alike.