Professional share portfolio manager and stock tracker.
Please Note: This is the FREE Lite version of the separate app 'Portfolio Trader'.
Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone and iPad, providing in depth analyis of your share holdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyse multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options.
Complete stock trading and share portfolio management for the professional trader or the casual investor.
- Multiple Profit & Loss (P&L) views including: Price, Value, Daily Gain and %, Unrealized Gain, Realized Gain, Total Gain and %, Avg Cost and Cost Basis
- Simple swipe or tap navigation between views
- P&L views at all levels - position, portfolio totals and all portfolios
- Individual charts for each instrument across a variety of time ranges (available in full screen)
- Portfolio history charts with comparisons against major indices and other instruments (both MWR and TWR)
- Heat Map display of price changes
- Support for holdings in multiple currencies, including within the same portfolio, with real time rate conversions and totals
- Support for GBP holdings quoted in pence
- Multiple transaction types - Buy, Sell, Dividend, Dividend Reinvestment, Capital Return, Split
- Integrated portfolio cash account
- Manual trade entry or bulk import from PC
- Automatic pricing updates - major stock exchange and stock market prices
- Option for manual pricing
- FIFO or Avg Cost accounting methods
- Multiple sorting options
- Optional iCloud sync between devices
- Portfolio Import/Export feature for importing large portfolios directly from a local PC file
- Touch ID / Password lock
- Multiple color schemes
- Supports iOS 9 and above
A comprehensive stock portfolio tracker for iPhone and iPad.
The Lite version is limited to 3 holdings. (free app)
The full version has unlimited functionality.
- Performance fix for large portfolios
- Support for Face ID
Ratings and Reviews
Efficient, engineered and to the point
A very well deserved 5 star rating from me.
I searched for a portfolio manager. And believe me the search I did!
This is the best app. Does what it says and tracks your portfolio. Nothing more - no I don't want signals or trading ideas or social networks - and nothing less.
I only have one wish: I wish we could import our own data feed into the app as I'm trading in a non-listed country and manual price entering takes the *live* fun out of using technology. Please consider this.
Very well done, congrats to the developer(s), there is no other app replacing this one.
The only app I could find that provides everything needed to know where I'm at without the many distractions of so many other apps.
Excellent stock monitor
Just what I was looking for. Easy for portfolio management and running test portfolios.
- Purescope Pty Ltd
- 38.8 MB
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
English, French, German, Japanese, Simplified Chinese, Spanish, Traditional Chinese
- Age Rating
- Rated 4+
- © 2012 Purescope Pty Ltd
With Family Sharing set up, up to six family members can use this app.