Portfolio Trader-Stock Tracker 4+
Stock portfolio manager
Purescope Pty Ltd
Designed for iPad
-
- Free
- Offers In-App Purchases
Screenshots
Description
* Includes Apple Watch App
Professional share portfolio manager and stock tracker.
Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone, iPad and Apple Watch, 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)
- Chart indicators: Moving Average
- Heat Map display of price changes
- Support for holdings in multiple currencies, including within the same portfolio, with instant rate conversions and totals
- Support for GBP holdings quoted in pence
- Multiple transaction types - Buy, Sell, Dividend, Dividend Reinvestment, Capital Return, Split, Cash Deposit, Cash Withdrawal, Interest, Fees
- Integrated portfolio cash account
- Manual trade entry or bulk import from PC
- Automatic pricing updates (not all fund instruments supported)
- Option for manual pricing
- FIFO or Average Cost accounting methods
- Multiple sorting options
- Alerts
- Watchlists
- Optional iCloud sync between devices
- Portfolio Import/Export feature for importing large portfolios directly from a local PC file
- Touch ID / Face ID / Password lock
- Multiple color schemes
- Supports iOS 15 and above
- Apple Watch app included
A comprehensive stock portfolio tracker for iPhone, iPad and Apple Watch
Contains In-App Purchases.
Terms of Use: https://www.apple.com/legal/internet-services/itunes/appstore/dev/stdeula
What’s New
Version 5.9
- Fixed an issue with the Apple Watch app.
- Improved Support for Mac (macOS).
- Improved Instrument Search.
Ratings and Reviews
This is a wonderful app!
I’ve been looking for an app with this sort of functionality for some time, and this one is just about perfect. I run a series of portfolios with various UK stocks, investment trusts, funds, ETFs and European stocks. This app provides a great way to view and manage these, with reliable price feeds and a straightforward but powerful interface with a lot of deeper functionality. I run it on my iPad Pro 12.9 inch (2018 version) and it has been 100% reliable so far. Another aspect I really value is the fact that this app does not involve any subscription payments. I personally hate subscription based apps, so the one-off purchase model is another plus. If you are looking for a superb stand-alone app to manage your investments, don’t think twice. For around the price of a single execution only trade you really can’t go wrong. Bravo!
Great software. Such good value for what it does.
Yes, this is a paid app. But, but, but it is one of the best out there. Now you can track the full divi history as well as your historical portfolio trades. You can build multiple portfolios for personal and pension portfolios and for family. It takes a while to add the stock, but there is a csv import facility - if you look hard enough! You can export to csv as well to back up your hard work. You can also link portfolios between different devices allowing iPad at home and iPhone at work. All for just £15. Best value app for your money out there - and I spent a long time looking. Don't hesitate, buy it, load up the portfolios and enjoy the full tracking. Even has news and charts to review performances. Struggling to find a negative!
Portfolio trader
This is not only a fantastic app for tracking multiple portfolios and investments, it is also incredible value. I have been using this app for about ten years - I am now 76. Before I tried PortfolioTrader I had tried several others. The app is absolutely amazing value, I cringe when I think of all the apps I have paid for only to find that they are of little use and negligible value. Support for this app is excellent. On a few occasions I have contacted support and always received a very helpful response, usually within a day. I do wish it updated dividends automatically but I fully understand the problems this entails. I cannot recommend this app highly enough. James, London
App Privacy
The developer, Purescope Pty Ltd, 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:
- Usage Data
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Purescope Pty Ltd
- Size
- 121.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Apple Watch
- Requires watchOS 8.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English, French, German, Japanese, Simplified Chinese, Spanish, Traditional Chinese
- Age Rating
- 4+
- Copyright
- © 2012 Purescope Pty Ltd
- Price
- Free
- In-App Purchases
-
- Pro Edition £2.99
- Pro Edition £29.99
Supports
-
Family Sharing
Some in‑app purchases, including subscriptions, may be shareable with your family group when Family Sharing is enabled.