Portfolio Trader-Stock Tracker 4+
Stock portfolio manager
Purescope Pty Ltd
Designed for iPad
-
- Free
- Offers In-App Purchases
Screenshots
Description
* Includes Apple Watch App
Professional share portfolio manager and stock tracker.
Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone, iPad and Apple Watch, providing in depth analyis of your share holdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyse multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options.
Complete stock trading and share portfolio management for the professional trader or the casual investor.
Features include
- Multiple Profit & Loss (P&L) views including: Price, Value, Daily Gain and %, Unrealized Gain, Realized Gain, Total Gain and %, Avg Cost and Cost Basis
- Simple swipe or tap navigation between views
- P&L views at all levels - position, portfolio totals and all portfolios
- Individual charts for each instrument across a variety of time ranges (available in full screen)
- Portfolio history charts with comparisons against major indices and other instruments (both MWR and TWR)
- Chart indicators: Moving Average
- Heat Map display of price changes
- Support for holdings in multiple currencies, including within the same portfolio, with instant rate conversions and totals
- Support for GBP holdings quoted in pence
- Multiple transaction types - Buy, Sell, Dividend, Dividend Reinvestment, Capital Return, Split, Cash Deposit, Cash Withdrawal, Interest, Fees
- Integrated portfolio cash account
- Manual trade entry or bulk import from PC
- Automatic pricing updates (not all fund instruments supported)
- Option for manual pricing
- FIFO or Average Cost accounting methods
- Multiple sorting options
- Alerts
- Watchlists
- Optional iCloud sync between devices
- Portfolio Import/Export feature for importing large portfolios directly from a local PC file
- Touch ID / Face ID / Password lock
- Multiple color schemes
- Supports iOS 15 and above
- Apple Watch app included
A comprehensive stock portfolio tracker for iPhone, iPad and Apple Watch
Contains In-App Purchases.
Terms of Use: https://www.apple.com/legal/internet-services/itunes/appstore/dev/stdeula
What’s New
Version 5.9
- Fixed an issue with the Apple Watch app.
- Improved Support for Mac (macOS).
- Improved Instrument Search.
Ratings and Reviews
Portfolio Trader is the one!
Found this Portfolio Trader stock tracker app in late 2017 and have been using it (I could say "over using it") on a daily basic ever since. It is by far “the best of the rest” app (which was designed and made in Australia!) for any Aussie share investors who may also have USA shares in their portfolio. The app will keep a record of the USD/AUD exchange rate for USA shares that were purchased on the day which will reflect the current value of the share portfolio at a later date. The AUD/USD exchange rate can fluctuate several times a minute and this app will keep you informed of the valuation of your portfolio at any time of the day. The positive comments from many of the other users of this app (on this "Ratings & Reviews" page) are confirmative in all aspects. Again, it is highly recommend to have this app on your iPhone.
Best portfolio tracking app I have come across
I have gone through all the portfolio tracking apps I could find, and this tops the list. It’s ease in setting up multiple portfolios, and tracking their performance over time is so seamless. My favorite feature is that it allows you to see the “money weighted return” of your portfolio/s over time, which I have not seen in other applications. Additionally, it does well to visualize the how heavily weighted your portfolio is in particular stocks or sectors.
In the future, I would love to be able to improved individual ticker charts that show intra day performance, compare tickers/indicators, and so on; similar to what we have in the yahoo finance app.
Highly recommended
I’d highly recommend this app to use for portfolio management and performance if you use a basic online brokerage service from the larger financial services providers and need to have the additional features this app brings.
It offers support for all listed securities in multiple markets including Australia.
Very useful analysis and charting of performance, with benchmarking.
Extremely easy to use, great interface and very user friendly all round.
Backup features to email and the cloud with use across multiple devices is a very handy feature.
You can also edit the CSV backup file to re-import quickly if you have made substantial changes to how your portfolio is structured.
I use the app often (daily) and I love it. Well done to the developers - please keep the updates and support going.
App Privacy
The developer, Purescope Pty Ltd, 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 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
Information
- Seller
- Purescope Pty Ltd
- Size
- 121.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Apple Watch
- Requires watchOS 8.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
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English, French, German, Japanese, Simplified Chinese, Spanish, Traditional Chinese
- Age Rating
- 4+
- Copyright
- © 2012 Purescope Pty Ltd
- Price
- Free
- In-App Purchases
-
- Pro Edition $3.99
- Pro Edition $39.99
Supports
-
Family Sharing
Some in‑app purchases, including subscriptions, may be shareable with your family group when Family Sharing is enabled.