Portfolio by Zanbato

Portfolio by Zanbato is a companion app for people who already invest in Zanbato Funds. It shows a portfolio balance, performance, and gain or loss, then lets an investor open an individual fund for more detailed metrics. Transaction activity can include cost basis, committed capital, fees, expense reserves, and paid-in capital. The app also provides access to K-1 tax forms, statements, and other fund documents, which can be downloaded for later reference. The US App Store lists the app as free. It is not a general investing or brokerage app: users need an existing eligible Zanbato investor account, so it has limited value to people outside that investor group.