Finance 2049 Portfolio Tracker
Long-term investing tracker
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Free portfolio tracking for long-term investors. Track cost basis, gains, allocation, and full history. Clean interface. No hidden fees. Inspired by Google Finance.
Finance 2049 is a portfolio tracking app for long-term investors who want clarity on real performance - without trading noise, complexity, or paywalls.
Inspired by the simplicity of Google Finance, Finance 2049 helps you understand how your investments are actually performing over time. Track your portfolio value, invested capital, gains, and allocation in one calm and focused interface.
Whether you invest in individual stocks or build diversified portfolios, Finance 2049 gives you the essential tools to stay informed and confident in your long-term strategy.
# Key features:
- Clear portfolio overview
See total portfolio value, long-term performance, and allocation across positions in a simple, distraction-free dashboard.
- Accurate cost basis tracking
Know exactly how much you invested. Track realized and unrealized gains with precise calculations.
- Full transaction and lot history
Every trade is recorded and positions are tracked by individual entries for transparent performance insight.
- Performance analytics
Understand total return, asset contribution, and long-term investment progress without complex charts or trading tools.
- Flexible import and full export
Import transactions from files such as CSV, XLSX, JSON, PDF, or images. Export your complete portfolio data anytime.
- Private and local-first
Your portfolio data stays on your device. Finance 2049 is built with a privacy-first approach and works without subscriptions.
Finance 2049 is designed for investors who want a clean, reliable way to track their investments and focus on long-term wealth building.
# Added
• Thesis Journal for tracking investment ideas and notes.
• Ticker-specific news on stock pages.
• 5Y stock chart range.
# Fixed
• Better modal scrolling and keyboard behavior.
• Fixed duplicate asset search results.
• Improved spacing on smaller screens.
• Fixed empty Realized P&L chart range.
The developer, Lomsa, LLC, 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
- Lomsa, LLC
- Size
- 48.8 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPod touch
Requires iOS 15.6 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Lomsa, LLC
