Tradesy

Investment & portfolio tracker

Only for Mac

Free · In-App Purchases

Mac

Tradesy is a personal finance app designed for the small investor. Keep a handle on your investments: watch stocks, track your portfolios, see capital gains, and more. Portfolio tracking: • Full text-based import and export (CSV or tab-delimited). Bring in the trading activity from your brokerage. • Automatic cost base and capital gains calculation. Know the value of your gains and dispositions to make tax time a snap. • Accounting for a variety of transaction types. Trades, splits, dividends, reinvested capital gains, cash transfers, etc. Stock & ETF performance graphing: • Auto-updating watchlist. Track real-time performance of your favourite stocks and securities. • Flexible historical performance querying. Browse detailed past performance in graphs and tables. • Strategy-based back-testing. See what returns could have been realized by trading according to adjustable rules. Flexibility and data privacy: • Portable and durable document format. Watchlists and portfolio data are easily backed up or shared. • All data stays local. Portfolio data are not transmitted to or stored on any remote server. Use of Tradesy is subject to the Apple Licensed Application End User License Agreement (https://www.apple.com/legal/internet-services/itunes/dev/stdeula/).

Ratings & Reviews

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• Portfolio data (transactions, holdings, and trading summary) can be sorted by any column. • When switching between portfolios the selected date range remains stable, and filtering for “All time” works consistently. • An additional field is available for annotating transactions. Choose “Tradesy → Settings…” and turn on the “Show additional Notes for transactions” checkbox to reveal a “Notes 2” field. • Portfolios can be re-ordered by dragging & dropping. Double-click a portfolio to open its settings. • Flexibility in CSV transactions importing is improved. • Fixed an issue where some equity details (e.g. full name and recent price) might not be refreshed.

Version 1.0.1

The developer, Zygoat Creative Technical Services, 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 Collected

    The developer does not collect any data from this app.

    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

    Size
    • 6.9 MB
    Category
    • Finance
    Compatibility
    Requires macOS 12.0 or later.
    • Mac
      Requires macOS 12.0 or later.
    Languages
    • English
    Age Rating
    4+
    In-App Purchases
    Yes
    • Tradesy (Monthly) 15,00 €
    • Tradesy (Annual) 45,00 €
    • Learn More
    Provider
    Zygoat Creative Technical Services
    • Zygoat Creative Technical Services has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
    • Address
      301-1906 Barclay St.
      Vancouver British Columbia V6G1L4
      Canada
    • Phone Number
      +1 6042826353
    • Email
      support-apple-compliance@zygoat.ca
    Copyright
    • © 2021-2024 Ben Kennedy (Zygoat Creative Technical Services)
  • Developer Website
  • Privacy Policy