Track your investments. Confidentially. Portfolio Performance is the mobile companion for users of the popular free and open-source Portfolio Performance desktop application. This app is your gateway to tracking investments on the move, complementing the desktop version's capabilities. Edit and maintain your transaction history on the desktop, then view and analyze your investments on your device.
How does it work?
The mobile application reads the same data file as the desktop version. When you assign a password, the file is secured with industry-standard AES256 encryption. Choose your preferred cloud storage provider, like iCloud, Google Drive, or OneDrive, for file synchronization. Your financial transaction history remains confined to your phone, with all calculations performed locally.
What features are supported?
• Update historical prices with the "Historical Prices" configuration for Portfolio Report, HTML, JSON, CoinGecko, Eurostat, and Yahoo Finance (Note: "Latest Price" configuration is not yet supported).
• View statements of assets and related charts.
• Access performance views and charts.
• Earnings view, including yearly and monthly charts.
• Taxonomies, including pie charts and rebalancing information.
• Exchange rates, including updates of reference rates from the ECB.
• Filters to restrict calculations and charts to specific accounts and/or classifications from any taxonomy.
• Support for 29 of the 46 dashboard widgets available in the desktop version.
• Analysis for all reporting periods (Note: Reporting periods based on "trading days" using a trade calendar are not yet supported).
• Dark mode.
What is included in the subscription?
Portfolio Performance offers an optional 'Premium' subscription, which unlocks dashboards and supports future development of Portfolio Performance. With this subscription, you can view all dashboards created in the desktop application and also create and edit mobile dashboards, tailoring them to your specific information needs on the mobile screen.
Please note:
Payment will be charged to your Apple ID account at the confirmation of purchase. Subscription automatically renews unless it is canceled at least 24 hours before the end of the current period. Your account will be charged for renewal within 24 hours prior to the end of the current period. You can manage and cancel your subscriptions by going to your account settings on the App Store after purchase.
Privacy Policy: https://www.portfolio-performance.app/privacy-policy
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Tutto in locale, con molte analisi e senza costi ulteriori esagerati
Semplificate
elviZen
Perfavore cercate di semplificare l'utilizzo della app mobile. Sarebbe bello poter fare tutto da smartphone in modo più semplice
Still bugged. Lack of support.
Tuttiytyyytgh
There are still some bugs to fix. The community seems dead, open issues have been unanswered for months and months with no feedback.
This update lets grouped accounts carry an ownership percentage, so a jointly held account or portfolio can be split by member. You can now also edit the titles of your dashboard widgets, and opening a page from a widget carries over its reporting period so the detail view matches what the widget shows. It also aligns historical price extraction from web pages more closely with the desktop application.
Happy investment tracking!
Versione 1.13.0
Lo sviluppatore, MSM Mannheimer Software-Manufaktur UG (haftungsbeschränkt), ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per scoprire di più, consulta l’informativa sulla privacy dello sviluppatore .
Dati non collegati a te
I seguenti dati possono essere raccolti ma non vengono collegati alla tua identità:
Diagnosi
Le procedure per la tutela della privacy potrebbero variare, ad esempio in base alle funzionalità che utilizzi o alla tua età. Scopri di più
Accessibilità
Lo sviluppatore non ha ancora indicato le funzioni di accessibilità supportate dall’app. Scopri di più
Informazioni
Dimensioni
59,4 MB
Categoria
Finanza
Compatibilità
Richiede iOS 13.0 o versioni successive.
iPhone Richiede iOS 13.0 o versioni successive.
iPad Richiede iPadOS 13.0 o versioni successive.
iPod touch Richiede iOS 13.0 o versioni successive.
Mac Richiede macOS 11.0 o versioni successive e un Mac con chip Apple M1 o versioni successive.
Apple Vision Richiede visionOS 1.0 o versioni successive.
MSM Mannheimer Software-Manufaktur UG (haftungsbeschrankt)
MSM Mannheimer Software-Manufaktur UG (haftungsbeschrankt) si identificata come operatore commerciale per questa app e ha confermato che il prodotto o il servizio è conforme alla legge dell’Unione europea.
Quando “In famiglia” è abilitato, potresti avere la possibilità di condividere alcuni acquisti in‑app e abbonamenti con il tuo gruppo familiare.
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