Portfolio Trader - Acciones

Spent 45 minutes, trying to set up a portfolio and it was Not very intuitive and a bit cumbersome. The worst part was after entering three stocks you have to pay $25 a year for a ‘free’ software. I wish Apple would require them to say this upfront instead of wasting my time. I consider it false advertising. This is probably decent software if you want to pay yearly fees.

The best Stock Portfolio Tracker hands down! Works well with multiple portfolios. Would purchase again.

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!

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

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.

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.

Very usable …wide range of assets ..

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

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!

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