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
4.45 out of 5
11 ratings
in New Zealand
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Ratings History
Reviews
Widgets have stopped working on iPad and iPhone
What is the point of a widget that fails to show the current position? It’s worse than that - it shows the current time which leads you to believe that the dollar values are current and correct - but they’re not. If you tap the widget to open the app, it still doesn’t refresh immediately - it takes up to a minute for values in the widget to show correctly. There’s a big danger in this. Users may make decisions based on the apparently current and correct widget values - when in fact the values are not current and correct - they’re out of date.
Great app
Does the job and easy to use
Does what it says it does. Good Job.
Easy and intuitive.
Successful and Useful
Good functions. All I need 5/5
Great App
I use the free three-stock version - for my three main stock holdings. Excellent and I love it. The widget means I can easily check these during the day.
Great App
I really like this app, has some really good features.
I particularly like the heat map to see the changes in my portfolio. There is so much information available on companies, i had a quick question and emailed the developer who responded promptly giving me instructions.
If you have share this app would be useful
Review
Am overall happy but would be happier if the chart function could be reinstated-also ,in future-let us know why and how you will fix things that go wrong.