Portfolio Trader-Stock Tracker
Stock portfolio manager
Free · In-App Purchases · Designed for iPad
* 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
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
- Fixed an issue with the Apple Watch app.
- Improved Support for Mac (macOS).
- Improved Instrument Search.
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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- Purescope Pty Ltd
- Size
- 121.7 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 8.0 or later.
- Languages
English and 6 more
- English, French, German, Japanese, Simplified Chinese, Spanish, Traditional Chinese
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- Pro Edition USD 29.99
- Pro Edition USD 2.99
- Copyright
- © 2012 Purescope Pty Ltd
