Investaware User Manual


Investaware is a first of its kind iPad app that helps you follow and understand the actions made by your wealth manager. Developed by an expert who spent decades creating analytic reporting solutions for the world’s top hedge fund managers, these tools are now available for you and your investments.

Analyze your portfolio. Summarize and review trading activity. Read recaps of your monthly and inception-to-date performance. All using straight-forward graphs and conversational English. In other words, without the typical Wall Street mumbo-jumbo.

Utilizing the latest data visualization techniques and natural language generation (yep artificial intelligence) Investaware provides an unprecedented lucid view of your investments.