Stock Portfolio Equity Curve
Watch your Equity Curve grow!
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
Track multiple portfolios and share them instantly with family—secure, private, and always up to date with iCloud.
■ Portfolio Management:
○ Multi-Account Portfolio Tracking
○ Family Sharing - App & Accounts (true collaborative sharing)
○ Track multiple investment accounts in one unified dashboard
○ Portfolio valuation and performance metrics
○ Daily snapshots of your portfolio's growth over time
■ Advanced Analytics & Interactive Charts
○ Professional charts with your buy/sell transactions plotted as markers
○ Multiple time ranges (1D, 1W, 1M, 3M, 1Y, 5Y, 10Y) with transaction overlay
○ Technical indicators combined with your actual trading history
■ Smart Transaction Management
○ Precise lot matching with FIFO cost basis calculations
○ Visual representation of which lots were sold when
○ Tax-efficient transaction tracking for capital gains reporting
○ Split adjustment handling maintains accurate historical positioning
■ Real-Time Market Intelligence
○ Stock quotes powered by AlphaVantage API
○ Company financials, earnings, and dividend history
○ Market status monitoring and corporate events tracking
■ Investment Decision Support
○ See how your entry and exit timing compares to earnings announcements
○ Correlate your trades with dividend dates and stock splits
○ Analyze holding periods visually on price charts
○ Track performance attribution by individual trade decisions
■ Built for Serious Investors
○ PortfolioEC leverages iOS 18+ technologies including SwiftUl, iCloud and SQLite.
○ Built for the long term investor, reviewing long-term investment decisions, or preparing tax reports.
○ PortfolioEC's unique transaction visualization gives you insights no other app can provide.
■ Data Security
○ Your data is secure on Apple's private SwiftData/iCloud database.
○ Only you can access this database, not the developers, no one else but you.
○ Finally see the complete story of your investments.
○ CSV import & export (transfer & store your data).
○ Not just where your stocks are now, but exactly how your trading decisions shaped your portfolio's journey.
■ Download PortfolioEC today and discover what your Equity Curve has been trying to tell you.
Terms & Privacy
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://www.portfolioequitycurve.com/privacy-policy
Version 3 of Portfolio EC allows for true collaborative sharing of accounts across family members. Encouraging learning and financial collaboration with the family. Share the App (family sharing); then share accounts. Reduce the need for spreadsheet updates. Keep everyone on the same view of the accounts.
The app got a UI refreshed design. Combined the Portfolio view with the Accounts view; making it quicker to get to the important visualization of charts.
Added colors & line styles to the Setting page for custom line colors. Also scale up the size of those awesome annotations and symbols. Better labels and legends on the charts.
CSV import & export to simplify data entry for large portfolios. And keeping backup records if desired.
Capital Gains indicator on charts (at 1 year point; short-term or long-term).
Revised the age rating - which is concerned with explisit content.
The developer, David Koontz, 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 Linked to You
The following data may be collected and linked to your identity:
- Purchases
- Financial Info
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- PortfolioEC LLC
- Size
- 60.1 MB
- Category
- Finance
- Compatibility
Requires iOS 26.0 or later.
- iPhone
Requires iOS 26.0 or later. - iPad
Requires iPadOS 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+
- In-App Purchases
Yes
- Investor Monthly $9.99
- Trader Monthly $12.99
- 15 Additional Stocks $9.99
- 3 Additional Accounts $4.99
- Additional Account $1.99
- Copyright
- © 2025 PortfolioEC LLC
