* 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 analysis 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 (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 import from file
- Automatic pricing updates (not all funds supported)
- Option for manual pricing
- FIFO or Average Cost accounting methods
- Multiple sorting options
- Alerts
- Watchlists
- Home Screen widgets for instruments, holdings and portfolios
- Optional iCloud sync between devices
- Import / Export
- Touch ID / Face ID / Password lock
- Multiple color schemes
- Supports iOS 15 and above
- Apple Watch app included (Pro subscription required)
A comprehensive stock portfolio tracker for iPhone, iPad and Apple Watch
Contains In-App Purchases.
Free to use with up to 3 holdings.
Terms of Use: https://www.apple.com/legal/internet-services/itunes/appstore/dev/stdeula
I’ve been looking for an app with this sort of functionality for some time, and this one is just about perfect. I run a series of portfolios with various UK stocks, investment trusts, funds, ETFs and European stocks. This app provides a great way to view and manage these, with reliable price feeds and a straightforward but powerful interface with a lot of deeper functionality. I run it on my iPad Pro 12.9 inch (2018 version) and it has been 100% reliable so far. Another aspect I really value is the fact that this app does not involve any subscription payments. I personally hate subscription based apps, so the one-off purchase model is another plus. If you are looking for a superb stand-alone app to manage your investments, don’t think twice. For around the price of a single execution only trade you really can’t go wrong. Bravo!
Great software. Such good value for what it does.
Royzboyz
Yes, this is a paid app. But, but, but it is one of the best out there. Now you can track the full divi history as well as your historical portfolio trades. You can build multiple portfolios for personal and pension portfolios and for family. It takes a while to add the stock, but there is a csv import facility - if you look hard enough! You can export to csv as well to back up your hard work. You can also link portfolios between different devices allowing iPad at home and iPhone at work. All for just £15. Best value app for your money out there - and I spent a long time looking. Don't hesitate, buy it, load up the portfolios and enjoy the full tracking. Even has news and charts to review performances. Struggling to find a negative!
Great app for monitoring your portfolio
albion1100
I’ve been using this app for several months now and really like it. I have multiple portfolios in different currencies and have mastered hw to make it work effectively for me. After a few teething issues, it is now all set up and I have accurate teal time information for all my portfolios.Because it uses Yahoo as a data source some investments are not supported with real time data, but for me this is a minor distraction as there is only one investment that is currently not supported. As there are no monthly fees this is an acceptable compromise. User support has been good too.In summary - great app. Flexible, useful and enough detail options for those that what extra info.
Just fantastic
Tiger_Russ
Brilliant little app that just does what it says i.e. allows you to create and track multiply portfolios. Most other similar apps allow some form of tracking but you quickly realise that this one provides significant advantages with the ability to have multi-currencies and a lot more. Perhaps more importantly the developer is very attentive to any questions or queries and responds well. I even found a small issue and reported it and the developer responded, thanked me and fixed it in 1 day, now what other app developer does that. In summary, highly recommended - a great tools and well well worth the small price.
- Fixes for iOS 27
Version 6.3
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 based, for example, 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
Provider
Purescope Pty Ltd
Size
197.6 MB
Category
Finance
Compatibility
Requires iOS 15.0 or later.
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 Vision Requires visionOS 1.0 or later.
Apple Watch Requires watchOS 9.0 or later.
Languages
English and 8 more
English, French, German, Italian, Japanese, Korean, Simplified Chinese, Spanish, Traditional Chinese