OPES: Investment monitoring
Track stocks and ETFs
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Track your investments across accounts and currencies, all in one place. Simple, private, and ad-free.
OPES is a simple way to track your investment portfolio without the complexity of spreadsheets. Whether you’re just getting started or managing a few accounts, OPES gives you a clear view of how your investments are performing, all in one place.
Track your portfolio
Add transactions, monitor performance over time, and see your overall portfolio value and gains at a glance. View detailed breakdowns for each holding, including average cost, current price, and holding period.
Multiple accounts, one app
Combine holdings from different brokers into a single view. Colour-code each account and switch between them instantly.
Multi-currency support
Track investments in 29+ currencies with automatic exchange rate updates. Toggle between showing values in each stock’s local currency or converted to your system currency.
Portfolio insights
Analyze your portfolio with CAGR calculations, health metrics, and detailed performance analytics.
Import your data
Import your transaction history from CSV files with AI-powered column mapping—no manual reformatting needed.
Home screen widgets
Keep an eye on your portfolio without opening the app.
Display your way
Toggle between showing values as amounts or percentages. Choose between local and system currencies. Pick from multiple app icon themes.
Proudly manual, private, and ad-free. Your data stays on your device and syncs securely via iCloud.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- Guided onboarding with the option to explore using a demo portfolio
- Portfolio insights with CAGR calculations and performance analytics
- Import transactions from CSV files with AI-powered column mapping
- Haptic feedback throughout the app
- Home Screen widgets for a quick portfolio glance
The developer, Jonathan Copeland, 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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Jonathan Copeland
- Size
- 14.6 MB
- Category
- Finance
- Compatibility
Requires iOS 26.0 or later.
- iPhone
Requires iOS 26.0 or later. - Mac
Requires macOS 26.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 26.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Jonathan Copeland