Portfolio Snapshot
Track Your Stock Investments
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Track your stock portfolio with ease. Real-time prices, gain/loss tracking, and complete privacy—all your data stays on your device. No account required.
Portfolio Snapshot is a simple, elegant way to track your stock portfolio right from your iPhone.
TRACK YOUR INVESTMENTS
Add your stock holdings by entering the ticker symbol, number of shares, and purchase price. Optionally record the purchase date for your reference.
REAL-TIME PRICE UPDATES
Pull to refresh and get current market prices powered by Twelve Data. See your portfolio value update instantly with the latest stock prices.
GAIN & LOSS TRACKING
Watch your investments grow (or learn from the losses). Portfolio Snapshot calculates your gain or loss for each holding and your total portfolio—in both dollars and percentages.
PRIVACY FIRST
Your portfolio data never leaves your device. No account required. No sign-up. No cloud sync. Just you and your investments, stored securely on your iPhone.
FEATURES:
- Add unlimited stock holdings
- Real-time price data from Twelve Data
- Automatic gain/loss calculations
- Support for fractional shares (up to 4 decimal places)
- Optional purchase date tracking
- Clean, native iOS design
- Dark mode support
- No account or sign-up required
- 100% local storage - your data stays on your device
PLEASE NOTE:
- Market data may be delayed and is provided by Twelve Data
- This app is for informational purposes only
- Not financial advice - please consult a professional for investment decisions
Download Portfolio Snapshot today and take control of tracking your investments - simply and privately.
Ratings & Reviews
- Now compatible with iOS 16 and later
- Bug fixes and improvements
The developer, THOMAS ROBERT STEVENSON, 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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- THOMAS ROBERT STEVENSON
- Size
- 1.7 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Tom Stevenson