Portfolio Trader-Stock Tracker - Reviews, Revenue and Downloads - Apple App Store

Description

* Includes Apple Watch App

Professional share portfolio manager and stock tracker.

Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone, iPad and Apple Watch, providing in depth analyis of your share holdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyse multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options.

Complete stock trading and share portfolio management for the professional trader or the casual investor.

Features include

- Multiple Profit & Loss (P&L) views including: Price, Value, Daily Gain and %, Unrealized Gain, Realized Gain, Total Gain and %, Avg Cost and Cost Basis
- Simple swipe or tap navigation between views
- P&L views at all levels - position, portfolio totals and all portfolios
- Individual charts for each instrument across a variety of time ranges (available in full screen)
- Portfolio history charts with comparisons against major indices and other instruments (both MWR and TWR)
- Chart indicators: Moving Average
- Heat Map display of price changes
- Support for holdings in multiple currencies, including within the same portfolio, with instant rate conversions and totals
- Support for GBP holdings quoted in pence
- Multiple transaction types - Buy, Sell, Dividend, Dividend Reinvestment, Capital Return, Split, Cash Deposit, Cash Withdrawal, Interest, Fees
- Integrated portfolio cash account
- Manual trade entry or bulk import from PC
- Automatic pricing updates (not all fund instruments supported)
- Option for manual pricing
- FIFO or Average Cost accounting methods
- Multiple sorting options
- Alerts
- Watchlists
- Optional iCloud sync between devices
- Portfolio Import/Export feature for importing large portfolios directly from a local PC file
- Touch ID / Face ID / Password lock
- Multiple color schemes
- Supports iOS 15 and above

- Apple Watch app included

A comprehensive stock portfolio tracker for iPhone, iPad and Apple Watch

Contains In-App Purchases.

Terms of Use: https://www.apple.com/legal/internet-services/itunes/appstore/dev/stdeula

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In-Apps

Pro Edition

$39.99

Screenshots

User Rating

4.6 out of 5

105 ratings in Australia

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Ratings History

Reviews

6 star stock portfolio tracker

Been using the app since its launch. Best portfolio tracker for iPhone that I’ve found to quickly see all your stocks on the fly. Would be helpful if could filter trades/dividends for a time selected time period that can be emailed for tax time. Matt

Best of breed

I have downloaded many similar apps, but this one is by far the best. If I was to design the perfect portfolio app for my needs, this would be it.

Nice App

Clean easy to use and keep track of your portfolio. Good value. Managing the cash can be a bit daunting

Works well

So far it does everything promised and updates prices in realtime

Portfolio Trader is the one!

Found this Portfolio Trader stock tracker app in late 2017 and have been using it (I could say "over using it") on a daily basic ever since. It is by far “the best of the rest” app (which was designed and made in Australia!) for any Aussie share investors who may also have USA shares in their portfolio. The app will keep a record of the USD/AUD exchange rate for USA shares that were purchased on the day which will reflect the current value of the share portfolio at a later date. The AUD/USD exchange rate can fluctuate several times a minute and this app will keep you informed of the valuation of your portfolio at any time of the day. The positive comments from many of the other users of this app (on this "Ratings & Reviews" page) are confirmative in all aspects. Again, it is highly recommend to have this app on your iPhone.

Great app

A great app, accurate and easy to use; it simply works!

Fantastic app

I was looking for something like this for years, been using a while now and just love it.

Wouldn’t be without it

Allows me to track most global stocks in one place. Minor formatting changes would be great, as would the ability to group portfolio into groups rather than individual and total (all foreign investment and all Australian investment) would allow me to track in one place

Tony

Great app have been using it for years now very up to date. Recommended it to everyone who uses the share market.

Excellent manager

Can absolutely recommend it!

Store Rankings

Ranking History

App Ranking History not available yet

Category Rankings

Chart	Category	Rank
Top Grossing	Spain Finance	34
Top Grossing	Chile Finance	36
Top Grossing	India Finance	58
Top Grossing	Switzerland Finance	81
Top Grossing	France Finance	94

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