Simple Stocks brings your stocks, ETFs, funds, crypto, and cash into one portfolio tracker for iPhone, iPad, Mac, and Apple Watch. No account needed; everything stays on your device.
Since 2021, Simple Stocks has helped tens of thousands of investors easily track all their assets in one place on all their Apple Devices. Try it now to check all your investments clearly and understand your performance.
Whether you are tracking your first investments, building a diversified portfolio, or managing holdings across brokers and currencies, keep a clear view of what you own. Follow your balances at a glance, then explore the income, costs, and market movements behind your returns.
CONNECT YOUR HOLDINGS
• Connect to more than 40 supported brokers, including Robinhood, Fidelity, Schwab, Vanguard, Trading212, and Interactive Brokers. • Import transactions using CSV files or record positions manually. • Combine linked accounts, imported transactions, and manual entries across your portfolios. • Export your transaction records to CSV.
UNDERSTAND YOUR PERFORMANCE
· Review gains and losses to identify which holdings contributed to your results. · Explore profitability, win rate and volatility metrics. · Understand how fees, dividend income and exchange rates affect your returns. · Track and record dividend payments automatically. · Account for stock splits and other corporate actions automatically.
SEE YOUR COMPLETE PORTFOLIO
- Monitor several portfolios and your combined net worth. - Track investments in different currencies and display values in your preferred currency. - Include cash balances, savings, and interest alongside your investments. - Access more than 50 exchanges, plus major market indexes and commodities. - Follow over 2,500 cryptocurrency pairs.
FOLLOW MARKET DEVELOPMENTS
+ Monitor prices throughout the trading day. + View U.S. stock prices before the market opens and after it closes. + Read a concise AI summary explaining the day's portfolio movements. + Follow news related to the assets you hold. + Build watchlists for investments you want to monitor.
BUILT FOR YOUR APPLE DEVICES
► Access your portfolio on iPhone, iPad, Mac and Apple Watch. Now with iPhone Duo support. ► Use more than 10 widgets and watch complications for quick updates. ► Review your investments in a dedicated Mac app designed for larger screens. ► Keep your portfolio synchronized through your personal iCloud.
KEEP YOUR PORTFOLIO PRIVATE
No Simple Stocks account or sign-up is required. Your portfolio is stored on your devices, and calculations run locally. Use your own iCloud to keep everything synchronized.
Build a clearer picture of your investments. Download Simple Stocks and understand your portfolio at every stage of your investing journey.
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SIMPLE STOCKS +
Unlock all functions, including unlimited portfolios, AI news summaries, and cash account links, with Simple Stocks +. Try free for 7 days. Subscriptions renew automatically unless canceled and can be managed or canceled in your Apple Account settings.
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
This app has worked well for me over the years. You can also see from the version history that the dev has made a lot of very useful updates to this app over time. Aside from automatic transaction download/entry (which would likely be a very heavy lift), there probably aren’t too many additional features that most users could ask for.The missing fifth star is just for those of us that paid for this app in its earlier days and helped the (very responsive) dev work through issues. New users and previous paid users pay the same subscription price — even though some of the features the previous users already “paid” for (so we have to “pay” for them again). It’s not about the money. Just the consideration.I have no doubt this app will continue to be very competitive in this space. I haven’t come across too many apps that do all of what it does — especially at this price point.
Great app, but…
Contextualist
This app has worked well for me over the years. You can also see from the version history that the dev has made a lot of very useful updates to this app over time. Aside from automatic transaction download/entry (which would likely be a very heavy lift), there probably aren't too many additional features that most users could ask for.The missing fifth star is just for those of us that paid for this app in its earlier days and helped the (very responsive) dev work through issues. New users and previous paid users pay the same subscription price - even though some of the features the previous users already "paid" for (so we have to "pay" for them again). It's not about the money. Just the consideration.I have no doubt this app will continue to be very competitive in this space. I haven't come across too many apps that do all of what it does — especially at this price point.
Great, simple app
jb6
A great, simple app - delivers exactly what it promises, with a very small memory and CPU footprint. I used to leave Quicken open just to get a quick glance at what this app offers at a much smaller system resource footprint. The only thing I'm not terribly fond of (but not enough to remove a star) is the interface. It's intuitive and pleasant looking, though I'm more of a table/spreadsheet person. I'd prefer the option to observe, add and remove stocks on a single table/spreadsheet. It's not a huge deal though.
Not particularly simple and a subscription
Wdav
The UI is glitzy but not intuitive enough to be called “simple” for me. I was looking for an app where I could add my stock activity, see how many of each holding, avg. cost, sell, profit, loss etc. … this app may do that but I have to hunt all over to find each piece of information. The pie charts look okay, but are not helpful for my simple needs. I purchased the app about 3-4 days before the developer went to a subscription plan (I hate them and no longer support ANY subscription apps).I have had to select the apps I use based on no subscriptions. I’ll happily buy an app, but getting roped into an expensive subscription is not for me. If you’ve got LOTS of money subscriptions may suit you, I don’t, so must buy only what I need based on cost/value not subscription entanglement.
Developer Response
Hi Wdav, thanks for the feedback, I will take it on board. If you have any other specific suggestions that would make the app better/more useable for your needs please reach out to axel@simplestocksapp.com and I will happily work them into the app.Regarding the subscription plan. All existing features that you were using in Simple Stocks prior to the introduction of the subscription are, and will continue to be available to you, for free, indefinitely. The subscription is completely optional and grants access to new features that require additional data with relatively high running costs that therefore cannot be feasibly provided without a subscription.Thanks,Axel.
V37.2: Review and remove automatically added splits and dividends from Settings.
-- New in version 37 --
• Link your Broker
Connect your brokerage account and your holdings and transactions come in automatically. Works with 40+ brokers including: Robinhood, Fidelity, Schwab, Vanguard, E*Trade, Interactive Brokers, Webull, Trading212, DEGIRO, Wealthsimple, Questrade, Coinbase and more
• iPhone Duo Ready
Layouts adapt intelligently to make the best use of the space, rather than offering a stretched-out iPhone experience. Every transition between sizes and orientations has been carefully considered to feel as intuitive as possible.
• Defect fixes, performance and stability enhancements.
Version 37.2
The developer, Axel Bennani, 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 Collected
The developer does not collect any data from this app.
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
