Portfolio Trader-Stock Tracker 4+

Stock portfolio manager

Purescope Pty Ltd

Designed for iPad

    • 4.7 • 11 Ratings
    • Free
    • Offers In-App Purchases

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

4.7 out of 5
11 Ratings

11 Ratings

Ministranger ,

Molto ben fatta!

Un'ottima grafica e un'ottima interfaccia per un'applicazione precisa che consente di tenere sotto controllo e in ordine il trading. Bravi! Aggiorno la precedente recensione, migliorandola, se possibile, in quanto mi sono accorto che fornisce anche il guadagno considerando il rapporto tra cambio euro/dollaro dell’acquisto e il cambio in tempo reale. Il tutto fornendo i dati della borsa americana in tempo reale. Eccezionale veramente !!!

Paolo1992 ,

Great app!

After long time I finally found an app showing a chart of your portfolio performances!
Some improvements are still needed though such as: some markets are still not covered (UK equities, ETFs). If you would be even able to link it to your trading account it would become the perfect app!
Great job so far

Madosoft12 ,

Efficente e pratica

Veramente quello che serve per tenere sotto controllo i propri investimenti. Per la quinta stella sarebbe un ottimo miglioramento avere anche la possibilità di registrare gli stop loss ed eventuali take profit per avere il quadro completo.

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 based on, for example, the features you use or your age. Learn More

Supports

  • Family Sharing

    Some in‑app purchases, including subscriptions, may be shareable with your family group when Family Sharing is enabled.

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