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Portfolio mobile - Stock Tracking & Market Analysis for iPad

By Bare Reef LLC

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"... the single most feature-rich title we’ve seen yet in the App Store with stocks in mind."
- 4 1/2 stars, The iPhone App Review

Portfolio mobile is the #1 stock portfolio tracking solution with more features and better support than any other app. With real-time P&L and value calculation of your actual positions and support for more than 6 different online quote sources, you're able to track your actual investments, no matter where they may be, anywhere, at any time.

Try our free Lite version!

Portfolio mobile is home to features not found in any other app and with support for iPhone, iPad, and Mac, you can find a version of Portfolio mobile to take with you wherever you go.


• Stocks, Options, Bonds, Cash / Money Market Accounts, Insurance Policies, you name it.
• World coverage with quotes from Bloomberg, Euronext, Google, MSN, Yahoo and more.
• Unlimited portfolios in any currency.
• Automatic conversion between stock trading currencies and your native currencies.
• Visualize stock, portfolio and aggregate P&L and value across in numeric and charted representations.
• News from any RSS-compatible news source.
• Performance analysis charted against customizable market indices. (Pro feature set)
• Technical charting with over a dozen indicators and custom drawing tools. (Pro feature set)
• Portfolio distribution pie charts. (Pro feature set)
• PUSH price alerts. (Subscription required)


Included with purchase:
• Portfolio analysis calculations (charted against customizable market indices),
• Portfolio distribution pie charts with sector distribution breakdowns,
• Category organization for viewing aggregate performance of positions across multiple portfolios,
• and Technical charting with over a dozen indicators and custom drawing tools.


Portfolio mobile is the only investing app that targets investors around the world. With automatic conversion of P&L and market value from stock trading currencies to your native currencies you've never had a solution this to simple for visualizing your investments.
** Portfolio mobile accounts for historic currency rates to accurately report your P&L both numerically and in charted forms.


Portfolio mobile supports the Open Financial Exchange (OFX) standard to automatically retrieve account activity from your broker. Track all of your portfolios, across all your brokers, in a single app. View P&L and value aggregates and more.
** Broker must support OFX (many brokers provide 90 days of account activity only).


Purchase a monthly or annual subscription to price alerts to create unlimited above / below price target alerts for any stock tracked on Yahoo Finance!


Our online portal at provides free backup and syncing between devices as well as the ability to import and edit position details.

• Import data in CSV format.
• Export trade data in CSV format to import into other programs.


Sync your data between all of your devices (iOS, Mac and more) using our free online backup solution by registering for an account at Mac users can sync with their iOS devices directly across their WIFI network.


Portfolio mobile contains settings options for nearly every aspect of app functionality from frequency of quote updates to color schemes.


The best support and continuing advancement of any stock app available.


"Tried all the investment Apps. This is the best and most comprehensive and support is first class.
New features added frequently. Just keeps getting better."

Visit for more information. If we've missed something, don't hesitate to contact us and we'll do our best to get it included right away.

Follow us on Twitter @barereef for product announcements and release dates.

What's New in Version 3.0.15

• Crash when corrupt data in value chart
• Boerse quotes doesn't allow adding some equities
• Boerse quotes doesn't parse name for some equities
• Show portfolio PL % in PL reports

iPad Screenshots

iPad Screenshot 1
iPad Screenshot 2
iPad Screenshot 3
iPad Screenshot 4

Customer Reviews

Grossly Over-Priced Stock Portfolio App

This app is way over-Priced when considering the actual functionality of the app... Especially when compared to Stock Pro, which costs half as much, which functions much better and allows for more personalized organization of portfolios within the app, and stocks within each portfolio... As it exists now, stocks in Portfolio Mobile can only be listed in order according to pre-defined performance sorting criteria, rather than a user-determined order. I like my stocks to appear in the same order (not alphabetical either, which it does provide) regardless of daily performance, as this provides a user-friendly and familiar layout... Everything listed in its expected place. Then their are the news feeds, which can only be displayed one at a time, rather than in an aggregated view... Very cumbersome. Lastly, what's up with the turtle on the app's icon? Not that we don't all love turtles... But how about an icon that at least relates to the subject matter.

Portfolio mobile - Stock Tracking & Market Analysis for iPad
View In iTunes
  • $19.99
  • Category: Finance
  • Updated: Apr 18, 2014
  • Version: 3.0.15
  • Size: 6.1 MB
  • Language: English
  • Seller: Bare Reef

Compatibility: Requires iOS 4.3 or later. Compatible with iPad.

Customer Ratings

We have not received enough ratings to display an average for the current version of this application.
All Versions:

Top In-App Purchases

  1. Market Scanning$14.99
  2. Pro (1 Month)$0.99
  3. Price Alerts (1 Year)$9.99
  4. Pro (1 Year)$9.99
  5. Market Scanning (1 Month)$2.99
  6. Market Scanning (1 Year)$19.99
  7. Price Alerts (1 Month)$0.99

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