Portfolio Trader-Stock Tracker 4+
Stock portfolio manager
Purescope Pty Ltd
Designed for iPad
-
- Free
- Offers In-App Purchases
Screenshots
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
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
Information
- Provider
-
Purescope Pty Ltd has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
- DUNS Number
- 747323657
- Address
- Unit A104 91 Old South Head Rd Bondi Junction New South Wales 2022 Australia
- Phone Number
- +61 461527475
- admin@purescope.com
- Size
- 121.7 MB
- Category
- Finance
- Compatibility
-
- 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 Watch
- Requires watchOS 8.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English, French, German, Japanese, Simplified Chinese, Spanish, Traditional Chinese
- Age Rating
- 4+
- Copyright
- © 2012 Purescope Pty Ltd
- Price
- Free
- In-App Purchases
-
- Pro Edition 2,99 €
- Pro Edition 29,99 €
Supports
-
Family Sharing
Some in‑app purchases, including subscriptions, may be shareable with your family group when Family Sharing is enabled.