Stockshelf - Portfolio Tracker

Track Portfolio Returns & Data

Only for iPhone

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

iPhone

Stockshelf is your all-in-one US stocks portfolio tracker. Quickly understand your investment performance—past and present—with powerful visualizations and seamless tracking. Key Features Comprehensive Tracking: Monitor total gains, daily changes, realized returns, and dividend income (including DRIPs) across multiple custom portfolios. AI Smart Import: Skip the manual data entry. Save time by instantly importing your transactions from screenshots, photos, PDFs, or pasted text. Smart Rebalancing: Set target weights for your assets and automatically calculate exactly what you need to buy or sell to maintain your investment strategy. Market Watchlists: Build custom watchlists to track US stock price movements and market trends so you are always ready for your next trade. Secure Cloud Sync: Access your encrypted data seamlessly across all your devices. Enjoy a privacy-focused, intuitive dark theme with secure Google or Apple sign-in. Flexible Subscriptions Start tracking for free with core features, or upgrade to our Basic and Premium tiers to unlock an ad-free experience, unlimited portfolios, and unlimited AI-powered imports. Download Stockshelf today to track, analyze, and optimize your US stock investments! Privacy Policy: https://mystockshelf.com/privacy-policy Terms of Use: https://mystockshelf.com/terms-of-service

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

- Added custom start and end date ranges for line charts. - Added tap-to-switch total and unrealized gain on the assets screen. - Improved watchlist quotes and sparklines with automatic refresh while viewing. - Fixed chart tooltips, earnings selection, and subscription loading feedback. - Stability and reliability improvements.

The developer, Chik Wai Wu, 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:

    • Contact Info
    • User Content
    • 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
  • Chik Wai Wu
Size
  • 59.5 MB
Category
  • Finance
Compatibility
Requires iOS 16.0 or later.
  • iPhone
    Requires iOS 16.0 or later.
  • Mac
    Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
Languages
  • English
Age Rating
4+
In-App Purchases
Yes
  • Premium Annual $99.99
  • Premium Monthly $9.99
  • Basic Annual $39.99
  • Basic Monthly $3.99
Copyright
  • © stockshelf