* 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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Portfolio Trader FAQ
Is Portfolio Trader free?
Yes, Portfolio Trader is completely free and it doesn't have any in-app purchases or subscriptions.
Is Portfolio Trader legit?
✅ The Portfolio Trader app appears to be high-quality and legitimate. Users are very satisfied.
I purchased this app years ago and have tried to use it off and on… but the trouble isn’t worth the time and effort. Synching does not work, despite the developers hints. It is just junk and apparently abandon-ware now. It’s too bad because it did have a lot of potential. The developer has also gone to the subscription scheme so they deserve to go out of business anyway. R.I.P.
Good App, Easy to Use
I have only had it a couple of weeks, but it is very intuitive and has lots of information available. **I have now been using this for several years and it is indispensable for tracking my portfolio. I wish I could add another indicator to charts.
Great Stock Account Tracking Tool
This app allows me to track investments and cash in multiple portfolios in real time, displayed on all of my devices. It has eliminated a lot of manual input that I had been doing on Excel spreadsheets and provides instant up to date information on individual stock purchases, such as date acquired, cost basis, unrealized gain, etc. Highly recommended!
Very Satisfied User
I have been using this App from the very beginning and have had no reason to change. And I am grateful it came along to so accurately manage my portfolio. Bravo !!!
Fantastic
Been using it for years and love the functionality. Syncing between devices works great.
Indispensable
Have been using this app for about 2+ years. Never crashed, and very available for support in the beginning. Once familiar with app, straightforward to add, delete, and backup. I mostly use for equities management, but can use for futures spreads with commodities. Very versatile and complete for a $15 app. Highly recommended!
Only free for three stocks
Spent 45 minutes, trying to set up a portfolio and it was Not very intuitive and a bit cumbersome. The worst part was after entering three stocks you have to pay $25 a year for a ‘free’ software. I wish Apple would require them to say this upfront instead of wasting my time. I consider it false advertising.
This is probably decent software if you want to pay yearly fees.
Portfolio Tracker
The best Stock Portfolio Tracker hands down!
Works well with multiple portfolios. Would purchase again.
Love this app, wish for two things...
1) An easier way to share with other account holders. Right now, my husband and I send the file back and forth to each other.
2) A way to see realized P&L on a closed trade. I realize the logging method is not set up to connect exits with entries, so I imagine this is easier said than done.
Extremely effective portfolio tracker
I've looked for two years for an app that would track not only my stocks, puts, calls, and mutual funds but also some assets I want to track that I have to update manually. This does it perfectly!
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