The Personal Portfolio

Stocks, Dividends & Analysis

$2.99 · Designed for iPhone. Not verified for macOS.

Take control of your investments with real-time stock tracking, dividend forecasting, technical charts, and multi-factor valuation models. Watch and widgets ready. Personal Portfolio is an all-in-one investment tracker and quantitative analysis tool designed for private investors. Track your stocks, dividends, and overall net worth with real-time market data, advanced technical indicators, and automated valuation models. KEY FEATURES: PORTFOLIO & ASSET TRACKING - Real-time stock prices and intraday fluctuations. - Multi-currency support with automatic USD/EUR conversion. - Track total invested capital, cumulative profit/loss, and unrealized gains. - Complete breakdown of your asset allocation. DIVIDEND ESTIMATION & YIELD - Automatic annual dividend calculations. - Projected dividend cash flow for every position in your portfolio. - Track your overall dividend yield against current market prices. TECHNICAL & FUNDAMENTAL ANALYSIS - 24-Hour intraday and 1-Year historical interactive charts. - Moving averages: SMA 50 and SMA 200 trend signals. - 52-Week High and Low price markers with distance indicators. - Automated trend channels, support, and resistance analysis. - Multi-factor quantitative scoring: evaluates P/E, ROE, P/B, balance sheet debt, dividend yield, and trend momentum to provide comparative Buy, Hold, or Sell assessments. PORTFOLIO PRESETS & IMPORT - Easily create, switch between, and manage multiple portfolios (e.g. Dividend Growth, Tech, Long Term). - Export and import your portfolios via JSON or cloud storage. - Built-in web integration to import holdings directly from your financial accounts. APPLE WATCH & HOME SCREEN WIDGETS - Native Apple Watch app with daily variation, total performance, and complications. - iOS Home Screen widgets displaying your top gainers, losers, and daily balance at a glance. PRIVACY FIRST - Your financial data stays on your device and private iCloud storage. No registration, no tracking, and no external servers storing your personal portfolio details.

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The developer, TheCoolBytes, 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, 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
    Pablo Serradilla Garcia
    Size
    3 MB
    Category
    Finance
    Compatibility
    Requires iOS 17.0 or later.
    • iPhone
      Requires iOS 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.
    • Apple Watch
      Requires watchOS 10.6 or later.
    Languages
    English and Spanish
    Age Rating
    4+
    Copyright
    © 2026 Francisco Serradilla
  • Privacy Policy

    • Supports

    • Family Sharing

      Up to six family members can use this app with Family Sharing enabled.

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