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

4.67 out of 5

380 ratings in United States

5 star

306

4 star

3 star

2 star

1 star

Ratings History

Reviews

Extremely effective portfolio tracker

I've looked for two years for an app that would track not only my stocks, puts, calls, and mutual funds but also some assets I want to track that I have to update manually. This does it perfectly!

I like it

Once you figure out how to work this app it is very helpful, especially if you are tracking more than one portfolio.

Very slow to update!

Prices are very slow to update, especially on opening the app. I’ve been using the app for years and this is a relatively new problem. Prior to writing a public comment regarding this issue, I reached out to the developer more than a week ago and never heard anything back. For now I can’t trust the app for quick checks unless I’m willing to wait about 15 seconds to be sure the values are current. Hopefully this gets resolved soon, otherwise it’s a great app.

Best portfolio tracking app, by far!

Before finding this app, I tried a lot of other apps that promise all sorts of bells & whistles, but that end up letting you down because they lack reliability and consistency. Portfolio Trader uses Yahoo Finance (great) and Google Finance (not so much) as pricing sources, and lets you organise your holdings within portfolios. You can choose the currency of reference for the consolidated position, and different currencies for each of the sub-portfolios. And the app also lets you track your cash position for each sub-portfolio, either by automatically updating it after each transaction, or by doing it manually if you prefer, or a combination of the two. If I could, I would rate this app six stars, that’s how much I like Portfolio Trader.

Works well ….

Very usable …wide range of assets ..

Worthwhile

It allows me to see my portfolio with one click. It is the best app to help manage my portfolio

Great Stock Account Tracking Tool

This app allows me to track investments and cash in multiple portfolios in real time, displayed on all of my devices. It has eliminated a lot of manual input that I had been doing on Excel spreadsheets and provides instant up to date information on individual stock purchases, such as date acquired, cost basis, unrealized gain, etc. It also allows me to track foreign accounts (including equities) in foreign currencies, which is extremely helpful. Highly recommended!

Excellent

Takes a little time to learn to take advantage of the many screens but once you get used to the navigation it’s great. I keep track of 4-5 portfolios including cash, margin and more than 100 positions. Would be great to keep track of options too, but I have not seen a portfolio program that is not attached to your brokerage firm that does. Colors and pie charts helps you focus on gains and losses individually, through out portfolio and collectively with all portfolios I love it

Great app

I use it everyday.

Real Time

Love the ability to look at my portfolio and see up to minute what it’s doing. Articles associated with your holding and recent article about you’re holding right at your fingertips. Whether youre into macro forecasting or just looking at you’re on Heat Map you got it’s all with this app!

Store Rankings

Ranking History

App Ranking History not available yet

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