Portfolio Trader-Stock Tracker
Stock portfolio manager
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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
299,00 kr

Screenshots

User Rating

4.25 out of 5

8 ratings in Sweden

5 star
5
4 star
2
3 star
0
2 star
0
1 star
1

Ratings History

Reviews

fails to sync to apple watch app.

iPhonzo on

One star - Application for apple watch is not updating daily index and do not sync with iphone, fails to sync to apple watch app. The iphone app is gr8

Good app for monitoring your portfolio

Hemske Sven on

Nice

Excellent

Jan Lundholm on

It also comes with five star support. Recommended.

Works great

Jghjgbk on

Works great

Store Rankings

Ranking History

App Ranking History not available yet

Category Rankings

Chart
Category
Rank
Top Grossing
27
Top Grossing
66
Top Grossing
95
Top Grossing
98

Keywords

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Revenue and Downloads

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App Info

Category
Finance
Publisher
Purescope Pty Ltd
Languages
German, Japanese, French, Chinese, English, Spanish
Recent version
5.9 (3 months ago )
Released on
Dec 14, 2012 (11 years ago )
Last updated
3 weeks ago