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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User Rating
5 out of 5
8 ratings
in Brazil
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Ratings History
Reviews
Muito bom o melhor vale cada centavo.
App é muito bom da para colocar ações de vários países e forma as carteiras separadas de FII, ETF, AÇÕES e tem a função Total onde junta todas as carteira gostei bastante, mas não tem o idioma português,mas o espanhol da pra quebrar um galho.
The best
This app is amazing. I’d love to see Bitcoin as one of the currencies available to track my portfolios.
One of the best
This is one of the best portfolio tracker. Lots of flexibilities.. world market covering.. two things missing: more commodities and Brazilian mutual fund quotes. Other than that.. so far so good.
Mbb$
Excelente aplicativo para controle de investimentos
Excelente
Uso há anos. É muito bom mesmo. Mas, com o iPadOS 13.2 , vem problemas. Acredito que seja falta de atualização.
Muito eficiente.
O app tem se revelado muito eficiente para o controle e avaliação do meu portfólio de ações. Em qualquer lugar em que esteja, tenho acesso a informações instantâneas acerca da bolsa, juntamente com dados históricos das minhas transações!
Até agora
. . . o melhor que achei. Posso ter várias contas em várias moedas e ter somado tudo em Real. Adorei!
Top
Testei muitos apps de gerenciamento de portfolio e esse é o melhor. Atualiza os valores pelo Google/yahoo. Só faltou q opção de mudar um papel de um portfólio para outro.
The Best
Nao consegui encontrar nada parecido!!! Sem duvida essencial pra quem aplica na bolsa!!!