Portfolio Tracker Professional

Your private portfolio tracker

$5.00 · Designed for iPad. Not verified for macOS.

Every portfolio in one private app: permanent daily history, a PDF summary in your inbox each trading day, and a change log that lets you undo any edit. No subscription. Know exactly where your money stands, every trading day, without lifting a finger. Portfolio Tracker Professional is a private, no-subscription tracker for people who take their investments seriously. Add your holdings once and the app does the rest: live prices, gain and loss, the day's change, and how far you are from your all-time high, for as many portfolios as you keep. WHY PEOPLE USE IT • A permanent daily record. Every trading day the app saves one History entry per portfolio, with its value, the day's change, and a breakdown of every holding. Saved days are never rewritten, so your charts are built on real closing numbers, not guesses. • The summary comes to you. Turn on the daily email and a clean PDF of every portfolio arrives in your inbox after the market closes. It is sent from your own email account, straight from your device, and you get one email per trading day. • Undo anything. Every edit to your portfolios is recorded with the date, time, device, and the old and new value: a change in shares, a ticker, a cost basis, a deleted holding, even a whole deleted portfolio. Back out any single change with one tap, or print a formatted report of the changes for any period and any portfolios. • Your data stays yours. No account, no ads, no tracking, and nothing is sent to the developer. Your portfolios live on your device and in your own private iCloud. • Pay once. No subscription, no expiring trial, and nothing locked away. The iPhone/iPad and Mac versions are sold separately and share your data through iCloud. • Works wherever you do. Your Mac, iPhone, and iPad stay in sync through iCloud, and the app works fully offline if you would rather not sync. BUILT FOR REAL PORTFOLIOS • Bring your positions in from a spreadsheet. Bulk-import from Excel or CSV in one step; ambiguous company names are resolved by you, so nothing is ever guessed. • Fractional shares to four decimal places. • Cash and manually priced holdings for anything without a ticker. • A combined chart across all your portfolios, plus per-portfolio Holdings, Stats, History, and Chart views. • Export any portfolio to Excel, or share any tab as a PDF. • Back up and restore everything, or just the portfolios you choose, in a single file. • Optional Face ID / Touch ID lock. • Travel-proof. The daily close is kept on US Eastern time, so History and the email come out right wherever you are, and if the app was closed on a trading day it can catch up the missed day for you. Quotes come from a public market-data source and may be delayed. Portfolio Tracker Professional is a tracking tool and does not provide investment advice.

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New: Change Log. Every edit to your portfolios and holdings is now recorded with the date, time, device, and the old and new value, and it syncs across your devices. Back out any change with one tap, and print a formatted report for any period and any portfolios. Also in this update: • Daily History and the summary email are now always on US Eastern time, so they are correct when you travel. • If the app was closed on a trading day, the next refresh can catch up the missed day (you can turn this off in Settings). • Share counts now show four decimal places. • Fixed a rare case that could send the daily summary email twice.

Version 1.2

The developer, Dennis Weinstein, 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

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    Dennis Weinstein
    Size
    2.9 MB
    Category
    Finance
    Compatibility
    Requires iOS 17.0 or later.
    • iPhone
      Requires iOS 17.0 or later.
    • iPad
      Requires iPadOS 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.
    Languages
    English
    Age Rating
    4+
    Copyright
    Copyright © 2026 eSecurity LLC. All rights reserved.
  • Developer Website
  • Privacy Policy

    • Supports

    • Family Sharing

      Up to six family members can use this app with Family Sharing enabled.