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.

  • 4.2
    out of 5
    5 Ratings

# 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.

    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
    • 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.
    Languages
    • English
    Age Rating
    4+
    Copyright
    • © Lomsa, LLC