Have used for about a month. Very well thought out. It’s hard to explain all the valuable features. The ones I use may differ from your needs. The ability to manage multiple portfolios and yet combine them into one “total” grouping is really helpful. It automatically constructs pie charts for each portfolio that can be set to display various characteristics. The biggest drawback is that it’s complicated enough that you’re likely to spend several hours getting up to speed in the beginning. (I suggest going slow for a day or two with just a few test entries.)Update August 26, 2026. I can't begin to tell you how helpful this app is to me in staying organized. It is best suited for those who like to "slice and dice" holdings into different sleeves - often referred to by investors as "buckets". The app lets you create a near endless number of sub-folders (ie: bonds, cash proxies, domestic stocks, international stocks, CEFs etc.) and yet still have the ability to view everything together at the touch of a finger. If desired, you can set your devices to sync holdings across them all. And the charting feature is easy to access in doing research. If you are a novice and just want to track a few funds, there are certainly simpler apps or websites out there. This one has a considerable learning curve. But none I've come across are as comprehensive as this one. The price is very reasonable compared to the capabilities. Excellent support if needed.

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.

Let me first begin by saying this is a great app and it certainly an effective tool when you paper trade as much as I do. There are a few options though I believe it needs to make this a great app. 1. Within each portfolio created within the app, there should be a way to look up a symbol without scanning the entire list. 2. Along with looking up the alerts or within the alerts section there should be an alert for when the stock reaches a particular RSI 3. Within the portfolio views there should be an option to see the RSI and other metrics pertaining to each stock 4. There should be an option to be alerted for trailing percentage drops in price. This could be used for tracking trailing stop losses. 5. There should be a way to add multiple symbols to a portfolio without having to add one at a time, perhaps a spread sheet - like option to add multiple symbols to a portfolio, this would save time when building a portfolio or multiple portfolios. All in all, its still a good app and it has helped me tremendously , but these little improvements would make it more powerful.

I’ve been using the full version of this app for a couple of years now. I love how simple and intuitive the core tracking functions are. It just works, unlike pretty much every other portfolio app out there. It’s been perfect for tracking multiple portfolios. Developer response to issues can be a bit slow sometimes, but I get the impression it’s just a few people running this thing. It’s understandable. And once I do get a response, it’s personal, direct, and thorough. It’s clear that they genuinely care about the quality of the app and the individual user experience. I recently had an issue that boiled down to a bug in the app. The developer got back to me with a thorough explanation and confirmation that the bug had been addressed in the next update. That’s awesome customer support in my book. A couple of things I’d like to see in future updates:- more dividend tracking information like growth comp charts. - I’d like to see charts moved to their own tab and fleshed out a bit. - horizontal orientation support is great to have, but usually information is cut off by the notch. I imagine this is already being addressed though.