CostBasis

Stocks, Trades, Holdings & P&L

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

Track trades, cash flows and multiple accounts. See average cost, realised and unrealised P&L, returns and allocation, with multi-currency and private cloud backup. CostBasis is a focused stock portfolio and cost basis tracker for personal investors. Keep clear records of your trades, holdings, performance and allocation without connecting a brokerage account. TRACK AND CALCULATE • Manage stocks, brokers and multiple investment accounts • Record buys, sells, fees and taxes • Track deposits, withdrawals, dividends, fees and tax cash flows • Calculate quantity, total cost, average cost and current market value • See realised gains, unrealised P&L, returns and annualised returns • Summarise your portfolio by stock, account or broker ANALYSE ACROSS CURRENCIES • Review allocation by asset type, country, sector, industry or tag • Track positions in multiple currencies with a chosen home currency • Refresh stock quotes through Yahoo Finance BACKUP, EXPORT AND PRIVACY • Automatic iCloud Drive backups with manual restore • Google Drive data sync • Excel export and portable JSON backups • Hide financial amounts and protect the app with a passcode or Face ID • Available in English, Simplified Chinese, Traditional Chinese, Japanese, Korean, Spanish and Portuguese CostBasis is intended for personal tracking and record keeping. It does not provide investment, tax or financial advice. Market data and calculations may be delayed or inaccurate; verify information before making decisions. Privacy Policy: https://jock.kiwi/costbasis-privacy-policy.html Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Ratings & Reviews

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Added automatic iCloud Drive backups and manual restore. Improved Google Drive sync status and conflict handling, plus portfolio, trade and export data reliability.

Version 2.2

The developer, Jide Huang, 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:

    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based 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

Seller
Jide Huang
Size
9 MB
Category
Finance
Compatibility
Requires iOS 17.0 or later.
  • iPhone
    Requires iOS 17.0 or later.
  • iPad
    Requires iPadOS 17.0 or later.
  • Mac
    Requires macOS 14.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
English and 6 more
  • English, Japanese, Korean, Portuguese, Simplified Chinese, Spanish, Traditional Chinese
Age Rating
13+
In-App Purchases
Yes
Copyright
© 2026 Jock Huang
  • Developer Website
  • Privacy Policy

    • More by Jide Huang

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