Screenshots

Description

Professional share portfolio manager and stock tracker.

Please Note: This is the full version of the app with unlimited features. For the free Lite version for small portfolios or to just try out, please also see the separate app 'Portfolio Trader Lite'.

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 4.21

- Update for iOS 13
- Widget support for iOS Dark Mode
- Settings option for decimal places

Ratings and Reviews

4.7 out of 5
184 Ratings

184 Ratings

Crawddadd ,

None better

If only every app worked as well as this one! I've used it for several years and it is perfect. The platform is very stable and it never crashes or hangs. It's easy to use and the developer is constantly improving and enhancing this app. He's also very receptive to user feedback and suggestions. This is the only app you'll need to give you the information about your portfolio. The new charts and history and 'compare' section for the viewing of your portfolio is a tremendous addition to this app, which is already packed with features and not cluttered up with useless data. This is the only app you need to track your portfolio.
Crawdad

Demure5 ,

Happy camper

Top notch, gave me just what I needed,at a fraction of the cost, works great. You have to try it. Would be a bargain at twice the price. Works even better on iPad pro with more screen real-estate, best thing about it compared to others,and I’ve tried quite a few, is the easy data input. And the different ways you can sort. I even set up a account to track price on a few gold coins i have, and an account for some CD’s. Watch list and alerts work good, maybe a little overboard on the sector category’s, would like to see more generic items for the chart like stocks, bonds, cash, etc.

R-L-B ,

Unbelievably great!!!

I've tried a number of different programs to track investments and this one is, by far, the best. I like the fact that I can add notes to each holding if I want. The features are pretty simple to use once you play around with it a little. I also like the fact that I can view holdings I've sold and at a glance can see if I made the right decision to sell. The percentages and gains are noted and are updated in real time and being able to set up as many different portfolios as I want is a great feature. I highly recommend this app and it's well worth the $15.

Information

Seller
Purescope Pty Ltd
Size
42.9 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
4+
Copyright
Price
$13.99

Supports

  • Family Sharing

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

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