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
Hide..Show more..
In-Apps
Pro Edition
$39.99
Screenshots
User Rating
4.68 out of 5
142 ratings
in Canada
5 star
109
4 star
26
3 star
3
2 star
3
1 star
1
Ratings History
Reviews
Best by Far
I had been looking for an app to take care of my investments since the app on my Mac went out of business. It was a lot of work to get all my years of trading data imported via csv files but well worth it in the end! This app works great! I am always amazed how easy it is to update info on my tiny iphone! And now it runs on my M1 Mac. Yay! Thanks!
Great way to keep record
The app works great. You add the info manually and the apps on devices work really well. On the MacBook not as well it works but gets stuck a lot.
Best by far.
The best for following multi portfolios. It give year to date results in dollars and also in percentages which all the others do not including expensive programs. Support is very good also.
Best by Far
I had been looking for an app to take care of my investments since the app on my Mac went out of business. It was a lot of work to get all my years of trading data imported via csv files but well worth it in the end! This app works great! I am always amazed how easy it is to update info on my tiny iphone! Just wish I could get it to run on my Mac. Thanks!
Best by Far
I had been looking for an app to take care of my investments since the app on my Mac went out of business. It was a lot of work to get all my years of trading data imported via csv files but well worth it in the end! This app works great! I am always amazed how easy it is to update info on my tiny iphone! Just wish I could get it to run on my Mac. Thanks!
The best!
The most versatile, flexible portfolio tracker I’ve found. Would be lost without it.
Excellent
The best portfolio tracking app there is.
Outil très pratique et facile à utiliser
Facile d’utilisation et permet de regrouper l’information de plusieurs portefeuilles
With new update just lost years of notes on each of my positions
With new update just lost years of notes on each of my positions
Great but some bugs
Track my portfolio on several devices and it’s great. Great view of my stocks and (almost) seamless sync. (Guys keep the sync feature functional it can be a pain sometime...). I’ve got a bug where my total worth graph is negative despite correct trades data. Don’t know why and on multiple platforms (iPhone, iPad and macOS).