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

4.64 out of 5

168 ratings in United Kingdom

5 star

130

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2 star

1 star

Ratings History

Reviews

Superb App

And getting better all the time. I use this app almost daily as a one stop shop . Can’t recommend enough !!

Superb App

And getting better all the time.

Solid app for portfolio tracking

I don’t mind paying for stuff that works, this works. It is a well build app that allows you to track multiple portfolios (ISA, SIPP etc) giving you an overview of your entire financial worth. I use this along side my trading app, to give me more granular level analysis - it automatically prices my instruments and also give the latest insight from a host of online sources, saving you the effort of searching for information on any holdings you have bought. The developer is also really responsive to new ideas for the app. I tried many different apps prior to this, but this is definitely head and shoulders above the others.

Worth it!

I’ve tried a few similar apps and been disappointed… this one is worth it.

Nearly perfect, but miles ahead of the rest

This app is brilliant - it allows me to track multiple investment portfolios in one place with links to realtime pricing. Allows exporting of data in a CSV file so you can manipulate in a spreadsheet to help with tax returns. You can also import data in a CSV which it a little tricky at first, but once you have the template ready, allows you to import all your historical trades. For perfection it would be nice to be able to configure the columns you are able to view, but that really is a small thing.

Worth it!

I’ve tried a few similar apps and been disappointed… this one is worth it.

Excellent app

Once you have entered in your stocks, it does all the hard work for you. Would highly recommend

Excellent

Does everything I need it too.

Great free app

Really useful stock portfolio tracker that updates with the market constantly- I heartily Recomend .

Best Portfolio App with one exception

It’d be great if it could have some of the major cryptocurrencies included.

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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