Screenshots

Description

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.

Features include

- 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
- Alerts
- Watchlist
- 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.

What’s New

Version 4.20

- Performance fix for large portfolios
- Support for Face ID

Ratings and Reviews

4.3 out of 5
23 Ratings

23 Ratings

5438900 ,

Portfolio Trader lite Stockc

Very good and enjoyable to use. Updates can be somewhat delayed at times. Dow and S&P 500 quotes are the most delayed.

djcmgdjjcvd ,

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.

D. Cleveland ,

Excellent

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.

Information

Seller
Purescope Pty Ltd
Size
38.8 MB
Category
Finance
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English, French, German, Japanese, Simplified Chinese, Spanish, Traditional Chinese

Age Rating
Rated 4+
Copyright
© 2012 Purescope Pty Ltd
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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