Portfolio Tracker: Finance Bay
Stocks, ETF, Crypto & Dividend
Free · In‑App Purchases
Stocks, ETFs, crypto and cash in one clear view. See what you really own, how it tracks the market, and what your dividends actually pay.
Every account. Every asset. One clear view.
Finance Bay is the portfolio tracker and analytics platform that puts your investments in focus — benchmark your returns against the S&P 500, track stocks, ETFs, crypto, and dividends across all your accounts, and see your complete wealth picture in one private dashboard.
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PORTFOLIO ANALYTICS
• Real-time performance across 70,000+ global stocks, ETFs, funds, and shares
• Unrealized and realized gains broken down by holding and account
• Dividend yield tracking with full income history
• Asset allocation visualization across accounts and groups
• Net worth view — your total wealth at a glance
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BENCHMARK YOUR RETURNS
• Compare your portfolio against the S&P 500 or a custom benchmark
• Visualize how your wealth compounds over any time period — 1D, 1W, 1M, 1Y, all-time
• Identify which holdings drive your gains — and which hold you back
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REBALANCE & ALLOCATE
• See your allocation across asset classes, sectors, and geographies
• Group accounts by strategy or theme, then rebalance with clarity
• Unlimited account groups — organize your investments your way
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WATCHLIST & MARKET DATA
• Add any stock, ETF, crypto, or fund to your watchlist without opening a position
• 70,000+ assets covering US, XETRA, EURONEXT, TSX, SEHK, and more
• Never miss a dividend, corporate action, or earnings event
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PRIVACY-FIRST DESIGN
• No brokerage login required — manual entry or CSV import
• All connections to our servers are encrypted and secured
• Seamless iCloud sync across all your Apple devices
• Your data is never shared with or sold to third parties — ever
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Free to download. Optional Pro plan unlocks advanced analytics, unlimited account groups, and priority support.
Download Finance Bay and benchmark your portfolio — for real.
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Privacy Policy: https://www.financebay.app/privacy-policy
Terms of Service: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
more Quick, clean interface. Was able to setup my assets for watching… nicely done.
Developer Response Thank you so much for your review! I’m glad the interface feels quick and clean, and that setting up your assets went smoothly.Happy Investing!
Quick, clean interface. Was able to setup my assets for watching… nicely done.
Thank you so much for your review! I’m glad the interface feels quick and clean, and that setting up your assets went smoothly.Happy Investing!
Finance Bay 4.4.1
• A redesigned Finance Bay PRO page that is cleaner and looks the same wherever you open it.
• Each plan shows its full price first, the yearly plan shows what it costs per month, and the renewal terms sit right next to the purchase button.
4.4.1 Oct 21
Finance Bay 4.4
Your dividends, on your wrist and on your Home Screen.
• A rebuilt Apple Watch app. It opens on For You, with your next dividend payouts and the upcoming events of the assets you hold. The button in the top corner opens your groups, accounts and watchlists.
• New watch complications: Next dividend, Next payouts, Next 30 days, Dividends this year and a launcher. The Current account value complication now shows the next dividend, and a tap opens that account or group.
• New dividend widgets for the Home Screen and the Lock Screen: Next dividend, Next payouts, Next 30 days and Dividends this year. A tap opens the dividend calendar.
• Payday notifications: at 9:00 on a dividend payment day, Finance Bay tells you the amount. A tap opens the account.
• The dividend calendar shows the real ex-dividend date and keeps each payout until it is paid. "Only mine" now lists only the assets you hold.
• Event lists drop events that have passed, even when the app stays open past midnight.
• News loads more articles as you scroll, newest first. Feeds with more than 10 tickers now show news for every ticker.
• Long watchlists show each price as soon as it arrives.
• A ticker with no data, such as VWCE from a broker CSV, now links to its exchange listing, such as VWCE.DE, so its prices and dividends load. Its page shows the other listings.
• CSV imports keep each trade on the day it happened.
• Your display currency now syncs through iCloud to all your devices, Apple Watch included.
• Crypto accounts: one wallet address now tracks every network it uses, with no network to pick. The sync summary lists the skipped tokens of every network.
• Onboarding picks up where you left off, lets you enter your real holdings, and reads better at large text sizes. The free trial timeline shows the date and amount of your first payment.
• A chart that cannot load now tells you why.
• Fixes a crash in the yearly dividend chart on iOS 27.
• Fixes an issue that could stop a device from getting changes from your other devices through iCloud.
4.4.0 Oct 8
Finance Bay 4.3.5
• Fixes a crash at the end of first-run setup for people who use the app in German. Setup now finishes as it should.
4.3.5 Sep 17
Finance Bay 4.3.3
• Fixes a fault that could leave a device with no prices and no symbol search. The app clears the damaged security key and recovers, with no reinstall.
• A sale that closes a position exactly is no longer labeled as opening a short.
• When a chart has no valuation to show, the app says why, and offers Restore Purchase when it cannot read your purchase on that device.
4.3.3 Sep 11
Finance Bay 4.3.2
Track your crypto by pasting an address.
• Connect a crypto account with a public wallet address or a Bitcoin xpub. Finance Bay reads the history and keeps it in step with the chain.
• Network-fee rows fold into one line with a date span and total gas. Tap to expand.
• The app tells you when a sync is paused, or when a provider's history cannot fully explain a holding.
• Fixes an issue that could leave a device with no prices and no premium features.
• Restore Purchases now asks the App Store for a missing receipt and tries again.
• Chart repairs: closed accounts keep their chart, the price axis shows real decimals, and a change of timeframe applies at once.
• Your legal acceptance now carries across your devices.
4.3.2 Sep 7
Finance Bay 4.2.2
A small fix release.
• Add Account lists only the methods this release supports.
• Lists of upcoming events stay responsive while the app checks your calendar.
• Smaller repairs throughout.
4.2.2 Aug 28
Finance Bay 4.2.1
Refined throughout, with gain and loss colors that follow your local market convention.
GAINS AND LOSSES IN YOUR CONVENTION
• In greater China a rise is red and a fall is green. In Japan and Korea a fall is blue.
• Widgets, Apple Watch and the short-position markers follow the same convention. Chart lines keep their own colors.
A NEW WAY IN
• A redesigned welcome flow sets up your first account in a few taps.
• Your setup and your subscription now follow you across devices, so a new device picks up where you left off.
ADD ACCOUNT, REBUILT
• One flow replaces the three separate sheets. Choose the account type, then the method.
TELL US WHAT YOU THINK
• Send feedback from Settings, from a card in context, or right after a crash.
CHARTS
• Intraday charts fold away closed sessions, so the price line reads continuously.
• Income Statement, Balance Sheet and Cash Flow charts label real periods, from 5Y to MAX.
A MORE CONSISTENT APP
• Every sheet closes the same way, with one close control on the leading edge.
• A new Data Providers page in Settings names the services behind the app's data.
FIXES
• Index symbols such as ^GSPC show a price again, and no longer blank the other rows in a watchlist.
• Prices quoted in US cents and in British pence convert correctly.
• CSV import brings in your transactions instead of an empty account.
• App Lock now closes any open sheet when it engages.
• The add-to-calendar button is hidden when calendar access is refused.
• Your accounts show their saved values at launch, before market data arrives.
• Plus crash fixes, faster launches, and many smaller repairs.
4.2.1 Aug 27
Finance Bay 4.1.4
Our biggest update yet — new ways to analyze, protect, and understand your portfolio.
APP LOCK
• Lock the app with Face ID, Touch ID, or a 6-digit passcode.
PORTFOLIO INSIGHTS
• Sector and industry breakdown pie charts, now including crypto and cash.
• ETFs are decomposed into their underlying sectors.
• Realized profit & loss in the headline metric, with per-position attribution.
• Short position support with a directional cost basis and clear transaction labels.
• Stock splits are tracked automatically and applied to your held positions.
DIVIDENDS & TAXES
• Dividend payouts now appear in your transaction history.
• Per-stock yearly dividend chart and next earnings date on symbol details.
• Optional dividend reinvestment (DRIP), per account.
• Net-of-tax view for account returns, with per-account tax rates.
BENCHMARKS & CHARTS
• Compare your accounts against multiple tickers at once.
• Intraday 1D and 1W charts with a selectable bar interval.
EXPORT
• Export your transactions and yearly realized gains as CSV.
CALENDAR
• Sync investment events to your calendar.
PRIVACY
• New opt-out switches for analytics and diagnostics.
• Your privacy choices now apply to all your devices.
Plus a refreshed Settings layout, an in-app language picker, per-account and per-group settings, smarter search suggestions, and many fixes and performance improvements.
4.1.4 Jul 20
Finance Bay 4.0 — our biggest update yet.
SECURITY
The app now uses Apple App Attest and encrypted mutual authentication to verify every connection to our servers is genuine. Your financial data is protected at a level not possible before.
PERFORMANCE
Scrolling through portfolios, transactions, and asset details is noticeably smoother. Charts now load in the background, and calculations no longer block the interface while you navigate.
STABILITY
Fixed several crashes on iOS, including issues triggered by CloudKit sync and concurrent data loading.
BUG FIXES
• News now loads correctly for all stocks
• Fixed calculations for custom assets
• Fixed the donut chart center label alignment
• Improved error messages when portfolio calculations run into issues
4.0.1 Apr 25
- General fixes and improvements.
Thank you for using Portfolio Tracker: Finance Bay. Happy investing!
3.4.12 Mar 6
- General fixes and improvements.
Thank you for using Portfolio Tracker: Finance Bay. Happy investing!
3.4.11 Feb 13
- General fixes and improvements.
Thank you for using Portfolio Tracker: Finance Bay. Happy investing!
3.4.9 Jan 22
- General fixes and improvements.
Thank you for using Portfolio Tracker: Finance Bay. Happy investing!
3.4.8 Jan 12
- General fixes and improvements.
Thank you for using Portfolio Tracker: Finance Bay. Happy investing!
3.4.6 12/11/2025
- General fixes and improvements.
Thank you for using Portfolio Tracker: Finance Bay. Happy investing!
3.4.5 12/07/2025
- Fixed the main navigation on iPhone and slowdowns in a few sections of the app,
- Taiwan is now listed with correct name for some assets.
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Thank you for using Portfolio Tracker: Finance Bay. Happy investing!
3.4.4 11/27/2025
General fixes and improvements.
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Thank you for using Portfolio Tracker: Finance Bay. Happy investing!
3.4.2 10/22/2025
- Adapted the interface to the new operating system.
- Added 40 new languages.
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Thank you for using Portfolio Tracker: Finance Bay. Happy investing!
3.4.0 10/01/2025
- Fixed missing switch between Accounts and Groups on iPhones with iOS26.
- Fixed missing custom asset names in Open Positions chart.
- Removing Custom Asset will now also remove all relevant transactions.
- Fixed a bug in adding new transaction window which could override categories for Custom Assets.
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Thank you for using Portfolio Tracker: Finance Bay. Happy investing!
3.3.4 08/03/2025
- Automatic refresh will start working immediately after purchasing the PRO plan.
- The app’s stability has been improved.
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Thank you for using Portfolio Tracker: Finance Bay. Happy investing!
3.3.3 07/21/2025
- Redesigned Home Screen – See more of what matters with a layout focused on your portfolio insights.
- Auto Refresh for Premium – All accounts and groups now update automatically with Pro access.
- Updated Terminology – “Transaction Categories” are now called Asset Categories for better clarity.
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Thank you for using Portfolio Tracker: Finance Bay. Happy investing!
3.3.1 06/26/2025
- Improved app stability.
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Thank you for using Portfolio Tracker: Finance Bay. Happy investing!
3.2.3 06/13/2025
- Fixed an issue which caused cash transfers to be excluded from account history.
- Added 7 days and 14 days ranges to the main charts in Stock and Account views.
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Thank you for your continued support and happy investing!
3.2.2 06/10/2025
Added ability to track custom assets.
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Thank you for your continued support and happy investing!
3.2.1 05/30/2025
- Updated portfolio widget to also be able to show account value.
- Improved stability of the portfolio widget.
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Thank you for your continued support and happy investing!
3.2.0 05/12/2025
Finance Bay 4.4.1
• A redesigned Finance Bay PRO page that is cleaner and looks the same wherever you open it.
• Each plan shows its full price first, the yearly plan shows what it costs per month, and the renewal terms sit right next to the purchase button.
more Version 4.4.1 Oct 21
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