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

€ 29,99

Screenshots

User Rating

4.44 out of 5

9 ratings in Netherlands

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Ratings History

Reviews

An awesome portfolio tracker

I use this app for years and am very happy with it. While I'd definitely want to see more features for a sophisticated investor, it's good enough to track my retail portfolios in stonks and ETFs.

Best app easy to use

Great insight and overview. There will always be things left to wish for, but from my point of view (no crypto’s, no bonds, all stock) this is THE best shadow portfolio manager keeping track with multiple multi-currency portfolios, (personalized) sectors, comparisons, alerts and so in. And it’s cheap compared to some others.

Best investment portfolio app out there. Period.

I am an amateur investor and I was frantically searching for an investment portfolio app which would capture multiple currency trades; show a graphical overview of portfolio in terms of sectors; be an easy comparison of the portfolio with respect to other indices and be internationally available. This app is the only one that does all 4 in a very user friendly way! I loved this app and immediately purchased the Pro version. Kudos to the team! In future updates, it would be great if you could add industry sectors column in per company or an interactive chart showing which shares in the portfolio belong to which sector. It will help in analyzing current portfolio and strategize further investment. Keep up the good work!

Please an update regarding history and comparisons

Since last update the history function doesn’t work properly with respect to comparisons with eg Dow Jones. Please fix this!

Good portfolio overview

I like this app. I gives me direct, live and complete insight in my portfolio

Works very well

The app works very well for me, i did setup multiple portfolio's. it keeps effective track of all the alerts, all buy and sell actions are kept available. Synchronisation between ipad and phone works perfect. An improvement would be a mail or sms for an alert.

Best international portfolio app

Great app working with different currencies and world wide stocks. I love it very easy to work with.

Great app

Really usefull app.

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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