Portfolio Trader-Stock Tracker

Stock portfolio manager

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

* Includes Apple Watch App Professional share portfolio manager and stock tracker. Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone, iPad and Apple Watch, providing in depth analyis of your share holdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyse multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options. Complete stock trading and share portfolio management for the professional trader or the casual investor. Features include - Multiple Profit & Loss (P&L) views including: Price, Value, Daily Gain and %, Unrealized Gain, Realized Gain, Total Gain and %, Avg Cost and Cost Basis - Simple swipe or tap navigation between views - P&L views at all levels - position, portfolio totals and all portfolios - Individual charts for each instrument across a variety of time ranges (available in full screen) - Portfolio history charts with comparisons against major indices and other instruments (both MWR and TWR) - Chart indicators: Moving Average - Heat Map display of price changes - Support for holdings in multiple currencies, including within the same portfolio, with instant rate conversions and totals - Support for GBP holdings quoted in pence - Multiple transaction types - Buy, Sell, Dividend, Dividend Reinvestment, Capital Return, Split, Cash Deposit, Cash Withdrawal, Interest, Fees - Integrated portfolio cash account - Manual trade entry or bulk import from PC - Automatic pricing updates (not all fund instruments supported) - Option for manual pricing - FIFO or Average Cost accounting methods - Multiple sorting options - Alerts - Watchlists - Optional iCloud sync between devices - Portfolio Import/Export feature for importing large portfolios directly from a local PC file - Touch ID / Face ID / Password lock - Multiple color schemes - Supports iOS 15 and above - Apple Watch app included A comprehensive stock portfolio tracker for iPhone, iPad and Apple Watch Contains In-App Purchases. Terms of Use: https://www.apple.com/legal/internet-services/itunes/appstore/dev/stdeula

  • 4.6
    out of 5
    412 Ratings

- Fixed an issue with the Apple Watch app. - Improved Support for Mac (macOS). - Improved Instrument Search.

The developer, Purescope Pty Ltd, 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:

    • Usage Data
    • Diagnostics

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

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

Seller
  • Purescope Pty Ltd
Size
  • 121.7 MB
Category
  • Finance
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPad
    Requires iPadOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
  • Apple Watch
    Requires watchOS 8.0 or later.
Languages
English and 6 more
  • English, French, German, Japanese, Simplified Chinese, Spanish, Traditional Chinese
Age Rating
4+
In-App Purchases
Yes
Copyright
  • © 2012 Purescope Pty Ltd