Portfolio Profit 4+

Portfolio Profit — a privacy-focused portfolio performance tracker for macOS and iOS with on-device calculations.

Positions: One screen for all your positions — including subpositions and cash positions. See the amount you’ve invested, what it’s worth, as well as your returns. Interactive charts visualize your value, profit, and return over time.

Short and long positions: You can add long positions as well as short positions to your accounts. When you mix them, Portfolio Profit calculates the surplus return accordingly.

Buy, sell, and more: Portfolio Profit supports numerous transaction types: buy, sell, dividend, interest, deposit, withdrawal, conversion, and transfer transactions.

Securities, options, and crypto: Portfolio Profit allows you to track securities, American-style options, and crypto currencies.

Manual entry by choice: Transactions are added manually, helping you to better understand what’s happening in your brokerage and banking accounts.

Performance: See how your portfolio performs using metrics like the time-weighted return and the money-weighted return. You can also check your performance per instrument as well as per account.

Multiple accounts: You can have as many accounts as you want. Choose any combination and the app calculates insights, positions, and performance only for those accounts.

Multiple currencies: Portfolio Profit supports multiple currencies — even in the same account. With automatic conversion using data from the European Central Bank.

Privacy: Portfolio Profit performs all calculations on your device. We don’t operate a backend. We don’t track you and don’t know what and how much you have in your portfolio.

Up-to-date prices: Portfolio Profit automatically downloads and updates prices from various sources for up-to-date reports.

Works offline: Because all data is stored on your device, the apps work just fine even without internet connectivity.

Syncs with iCloud: Portfolio Profit leverages Apple’s battle-tested and secure iCloud to keep both the macOS and iOS app in sync.

Import CSV files: Whether you’re currently tracking your portfolio with a spreadsheet or another app — with the CSV import you can easily import your existing transactions into Portfolio Profit. (only on macOS)

Native apps for Apple platforms: Both the macOS and the iOS apps are native applications with the look and feel you expect.

Ad-free and never selling your data: There are no ads and there will never be. We don’t sell your data — not even anonymized. We’re independent and make money by selling the app.

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Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://portfolioprofit.app/privacy