TotFin 4+

Investment Portfolio Tracker

Mits4u

Designed for iPad

    • 4.3 • 3 Ratings
    • Free
    • Offers In-App Purchases

Screenshots

Description

Track your investments in one place. Simple, clean and detailed.

** All-in-one: MUTUAL FUNDS, STOCKS, ETFs, CRYPTOS, COMMODITIES and FOREX

** Global tracking
Latest pricing updates for 200K+ tracked investments across the globe - stocks, ETFs, cryptos, mutual funds, commodities, and forex.

** Portfolio summary, breakdown & drill-downs
Clear, concise summary of the assets you own and the value changes across portfolio or selected segment. Plus, the ability to drill down to asset specific performance and details.

** Profit/loss for portfolio, segment, or assets
Many options to assess profit/loss for active, closed or all positions. P/L can be further filtered by segment, timeframe, asset, etc.

** Fundamentals
Fundamental metrics for assets, i.e., market capitalization, number of issued shares, price-earnings ratio, return on equity, EPS, EBIDTA, etc.

** News
Latest news relevant to your portfolio assets.

** Multi-currency
Good currency support is at the heart of TotFin. You can select any currency for any transaction for asset with any native currency. All valuations for portfolio, segments and assets are converted into selected portfolio currency and are calculated based on latest exchange rates.

** Day gainers/losers
Your portfolio's today's top performing assets and value changes.

** Net worth & reviews
TotFin enables your wealth overview and growth chart which could be filtered by investment types or selected time periods. You can also drill down to summary details of every individual investment.

** Demo account
Fully functional demo account is readily available for you to play around with. If you are happy with the product, sign-up is easy, and we will only require one-time-password validation via an SMS message sent to you.

** Onboarding & account recovery
Your access to your data is secured with authentication check. We take password-less approach where your identity is confirmed by passcode via SMS. Identity verification allows TotFin maintain secure access to data in case of device, phone number, or SIM card changes. The phone number you provide for SMS is used exclusively for identity check.

** Biometric authentication
We also provide protection within the device with passcode and face/touch ID features.

Terms of use: https://totfin.com/terms-and-conditions

What’s New

Version 3.0.7

Request missing assets is quick and easy! Just let us know your ISIN, ticker or any unique identifier.

Ratings and Reviews

4.3 out of 5
3 Ratings

3 Ratings

RS-ADK ,

Just what I was looking for!

Great app. Easy setup and nice UI. A few funky processes on issues like allowing the app to run on two devices. But, this development team is quick to respond and expanding capabilities.

App Privacy

The developer, Mits4u, 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 Linked to You

The following data may be collected but it is not linked to your identity:

  • Contact Info
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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