FINARKY – Portfolio Tracker

Performance, Taxes, Retirement

Only for iPhone

Free · In‑App Purchases · Designed for iPhone

iPhone

FINARKY is a portfolio tracker that shows your Personal Rate of Return (PRR) *. This lets you quickly see if you're on track to meet your investment goals, and evaluate and compare your investment decisions. Gain useful insights through value, price, and asset allocation charts, or by exploring dividends, interest (staking rewards), sales, purchases, realized and unrealized gains with their cost basis (using FIFO), average cost, and PRR. All of these are available for the whole portfolio or by asset, for all time or by year. It includes a Future Calculator to quickly see future portfolio evolution, and plan for your goals, based on return rate, contributions and withdrawals. Calculates net gains, after capital gains taxes, using configured tax brackets and holding periods. Shows how sales are distributed among tax lots using FIFO. You can import transactions for stocks, crypto, ETFs, mutual funds, or Forex from CSV files. Files from Binance, Coinbase, DEGIRO, Indexa Capital, Nexo and Robinhood EU can be imported directly. For other sources, a ready-to-use prompt for AI chatbots (ChatGPT, Gemini, Grok...) is provided to convert transaction statements into FINARKY's CSV format. Transactions can also be added manually in the app. Designed with privacy in mind. No login. Your data never leaves your device. End User License Agreement (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ --- * Your Personal Rate of Return (PRR) is the Annual Percentage Yield (APY) of the fixed-rate account that, when subjected to the same contributions and withdrawals (sales, dividends) as your portfolio, it yields the same returns, i.e. it ends up with the same balance as your portfolio value. The PRR is calculated using the Internal Rate of Return (IRR).

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

- Fixed calculation of gains when a year is selected.

Version 1.19.1

The developer, Xavier Caballe Grebol, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Purchases
    • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • Xavier Caballe Grebol
  • Size
    • 29.3 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 15.6 or later.
    • iPhone
      Requires iOS 15.6 or later.
    • iPod touch
      Requires iOS 15.6 or later.
    • Mac
      Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    • English
  • Age Rating
    4+
  • In-App Purchases
    Yes
  • Copyright
    • © 2023 Xavi Caballé
  • Developer Website
  • Privacy Policy

    • You Might Also Like