LiteFolio - Stocks & Dividends
Holdings, profit & allocation
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
Record trades, dividends and cash flows, then review asset growth, allocation, income and holdings in one lightweight portfolio tracker.
Track your investments at your own pace. LiteFolio is a lightweight portfolio tracker for stocks, ETFs, funds and cash — record buys, sells, dividends and transfers without connecting a brokerage account.
See your profit and loss, dividends and asset allocation in one simple place, and keep a clean record of every holding and trade.
▼ What you can do with LiteFolio
[1] See P&L and asset growth at a glance
Realized gains, dividends and total returns in one view. Look back on how your portfolio changes over time.
[2] Organize trades on a timeline
Buys, sells, dividends, transfers and notes in chronological order. See what you did, and when.
[3] Analyze asset allocation with charts
View your mix by asset type, sector and list. Rebalance stocks, ETFs, funds and cash with ease.
[4] Track dividend income
Check received dividends and expected annual dividends per holding, plus yield on cost.
[5] Manage your holdings in one list
Quantity, average cost and cost basis for every position, so you always know where you stand.
▼ Great for
- Keeping a simple record of your trades
- Managing holdings and allocation yourself
- Reviewing dividend income by holding
- An investment memo separate from your brokerage app
- Long-term and NISA-style investing
Simple enough to keep up, complete enough to see what matters. Organize your investment portfolio with LiteFolio.
Terms of Service: https://bitflap.app/litefolio/terms/
Privacy Policy: https://bitflap.app/litefolio/privacy/
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, BitFlap 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 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:
- Purchases
- Financial Info
- Contact Info
- User Content
- Identifiers
- Usage Data
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- BitFlap LLC
- Size
- 52.8 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 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+
- In-App Purchases
Yes
- Pro Yearly $59.99
- Pro Monthly $5.99
- Copyright
- © BitFlap LLC