Portfolio - Monitor Stocks 4+

Manage your Securities

Raphael Odermatt

Designed for iPhone

    • 4.2 • 45 Ratings
    • Free
    • Offers In-App Purchases

iPhone Screenshots


Monitor the performance of your portfolio: Current asset value, daily changes, total P&L.
Create watchlists to keep an eye on interesting stocks.

- Manage multiple portfolios, add stock positions to portfolio
- Profit & Loss (P&L) views both on portfolio and single positions
- Daily change
- Daily gain / loss
- Dividend updates: Automatic import and continuous update of dividend payments for most stocks
- Graphical statistics of the yearly realised gain/loss.
- Automatic update of share prices, indices, ETFs
- Consider of dividends, fees and sold positions in P&L
- Currency conversion incl. historical exchange rates
- Add custom exchange rates and custom assets
- Cryptocurrencies

Available upgrades with subscriptions:
* 'Unlimited Portfolios': $1.99 per 3 months
Create unlimited number of portfolios.
* 'All advanced features': $4.99 per 6 months
Create unlimited number of portfolios, remove ads.

- Payment will be charged to iTunes Account at confirmation of purchase
- Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period
- Account will be charged for renewal within 24-hours prior to the end of the current period, and identify the cost of the renewal
- Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase

- Any unused portion of a free trial period, if offered, will be forfeited when the user purchases a subscription to that publication

Privacy policy: https://www.bitcommander.ch/privacy-policy
Terms of use: https://www.bitcommander.ch/terms-of-use-portfolio

What’s New

Version 5.7

- In the portfolio details: When sorting by date, also show number of positions.
Tap on the column title (e.g. 'Symbol') will show sort options.

Thank you for all your feedback! If you miss something, don’t hesitate to contact us.
Do you like the app? Please leave a review in the app store.

Ratings and Reviews

4.2 out of 5
45 Ratings

45 Ratings

downtoolate ,

Excellent for tracking our investment club results!

We have a group of 8 that makes monthly deposits and each month one of us makes a pick. I made a portfolio for each member and can track individual performance for bragging rights!! Sounds easy in theory and I used a spreadsheet at first but it started to get messy as our portfolio, along with the amount of buying/selling and dividend calculations for each person grew.

This puts the data in a nice package.

The developer was/is very cooperative even eager to make tweaks to make it even better!

powerpufflover ,

Great for my stocks

I love portfolio I just add the my stocks and I can watch them when ever I want amazing app

mikr b ,

Ideal for Portfolio Backtesting

Good application to use to test different investment strategies. I like the simple interface and straight forward information. Perhaps this app could be better if there’s a way to expose both %Total Gain Loss and %dayGainLoss. Time filter would be also useful to see delta for Previous month, 3-months, 6-months, 1-year.

App Privacy

The developer, Raphael Odermatt, 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 Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Identifiers
  • Usage Data

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

More By This Developer

Secret Photo Safe & Vault
Photo & Video
Currency - Exchange Rates
Convert - Unit and Currency
iConvert - Unit and Currency
Portable Music Player
iWeb SMS

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