Your financial command center
Track holdings, draft due diligence, set base/bear/bull targets, and manage spending - in the browser or on iPhone, synced when you switch devices.
Technical analysis · in the iOS app
Tracking positions is easy. Investing with conviction is still hard.
Most tools are good at quotes and balances. Thesis, risks, catalysts, and target scenarios usually live in scattered notes - so every decision starts from scratch.
Norviq is built for a tighter workflow: capture research, structure your portfolio, and reason over base, bear, and bull targets without losing context.
Your investing workflow
Follow your stocks
Track positions and watchlists with live pricing and performance.
Draft due diligence
Capture thesis, risks, and catalysts as you research.
Set targets
Define base, bear, and bull scenarios for each name.
Built for active investors
Portfolio tracking
Follow holdings and watchlists with current pricing, performance, and allocation views.
Due diligence & targets
Capture thesis, risks, and catalysts. Set base, bear, and bull scenarios for every position.
Expenses & budgeting
Plan monthly spending, track categories, and see how cash flow connects to your investing goals.
Reports & insights
Deep analytics across portfolio and spending - savings rate, trends, and focus points.
See Norviq in action
Portfolio, research, expenses, and reports - one private workspace.
Home dashboard
Wealth overview, activity feed, and insights at a glance.
Technical analysis
Charts, overview, and research tabs per holding.
Portfolio breakdown
Holdings, allocation, and watchlist in one view.
Expenses planner
Monthly budget pillars, plan items, and spending activity.
Reports dashboard
Portfolio, spending, and trend cards.
Target scenarios
Base, bear, and bull targets with rationale.
iOS-first, web where you need it
Start planning with clarity
Download Norviq on iPhone or create a free web account - portfolio research and personal finance in one place.