UStocks Steward

US Stocks Portfolio Tracker

Only for iPhone

Free

iPhone

Want a clearer view of your US stock investments? "UStocks Steward" is an asset management tool specifically designed for US stock investors. With intuitive visual charts and precise historical record management, you can keep track of every trade and every cent of your dividends. Core Features Intuitive Asset Allocation Pie Chart Visualization: Understand your stock weightings at a glance to help balance your portfolio. Dashboard Overview: Integrated market value, daily gain/loss, and cumulative returns—let the data speak for itself. Comprehensive Holding Records Trade Management: Easily log every detail of your buy and sell transactions. Dividend Tracking: Automatically record cash dividends and track your passive income sources. Stock Lending Income: Exclusive support for recording US stock lending returns—every small gain counts. Corporate Actions: Perfectly handles stock splits and mergers to ensure your holding quantities remain 100% accurate. Secure Backup & Restore Local Data Export: Support for exporting private backup files (.uss). Your personal investment data stays under your control. Instant Recovery: Switching phones is hassle-free; simply import your previous records with ease. App Highlights Minimalist Design: No complex navigation, focusing purely on your core financial data. Privacy Protection: Streamlined data with local backup support to safeguard your investment privacy. Tailored for US Stocks: Optimized for unique US stock tax rates and lending mechanisms to fit your investment details. Multi-Currency Conversion: Support for AUD, CAD, CHF, CNY, EUR, GBP, HKD, TWD, JPY, NZD, SEK, SGD, THB, and ZAR. View your net worth in your preferred currency effortlessly. Privacy Policy: https://ivory-curiosity-504.notion.site/Privacy-Policy-and-Related-Information-of-UStocks-Steward-326e859e336a805e9277c965f7a39cb2 Terms of Use (EULA): https://ivory-curiosity-504.notion.site/End-User-License-Agreement-EULA-of-UStocks-Steward-326e859e336a8037a767e5fcaa178037

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The developer, YU-CHUN CHEN, 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 Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Identifiers
  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Identifiers
  • 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
YU-CHUN CHEN
Size
8.8 MB
Category
Finance
Compatibility
Requires iOS 17.6 or later.
  • iPhone
    Requires iOS 17.6 or later.
Languages
English and 3 more
  • English, Japanese, Simplified Chinese, Traditional Chinese
Age Rating
4+
Copyright
© 2026 Yuchun Chen