* 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
Portfolio Trader FAQ
Is Portfolio Trader free?
Yes, Portfolio Trader is free to download, however it contains in-app purchases or subscription offerings.
Is Portfolio Trader legit?
✅ The Portfolio Trader app appears to be high-quality and legitimate. Users are very satisfied.
Thanks for the vote
How much does Portfolio Trader cost?
Portfolio Trader has several in-app purchases/subscriptions, the average in-app price is £29.99.
Clear, simple and customisable interface. Plenty information for daily quick reference of multiple international port folios. I use it mostly on my phone to stay up to date whilst on the road. However the iPad version does the app more justice.
Great - but needs 2024 widget
Now that iOS only supports ‘modern’ widgets - will PT support these? This was a valuable feature of this excellent app.
Portfolio trader
This is not only a fantastic app for tracking multiple portfolios and investments, it is also incredible value. I have been using this app for about ten years - I am now 76. Before I tried PortfolioTrader I had tried several others. The app is absolutely amazing value, I cringe when I think of all the apps I have paid for only to find that they are of little use and negligible value. Support for this app is excellent. On a few occasions I have contacted support and always received a very helpful response, usually within a day. I do wish it updated dividends automatically but I fully understand the problems this entails. I cannot recommend this app highly enough. James, London
Buggy and no support
It pains me to write this because it used to be a fantastic app with outstanding personal customer service.
Recently though, I’ve reported a few minor bugs and requested help but in every instance I’ve been totally ignored - not a single response.
Has the original guy Tom sold up and moved on? He used to be so prompt and detailed in replies. Dunno but it’s gone from 5 stars to 2 for me now. Such a shame.
Superb App
And getting better all the time. I use this app almost daily as a one stop shop . Can’t recommend enough !!
Update:
When I first bought this about 6 months ago, they were superb at responding to help messages and suggestions. That seems to have stopped now . The bugs I reported are still present and responses to bugs and suggestions have since stopped .
Such a shame .
The app is just as good as when I bought it , however, the odd update might be nice.
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.