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 4.15

- Market sectors in pie chart
- Support for Japanese

Customer Reviews

3.9 out of 5

8 Ratings

8 Ratings

Meh - free version pointless


App is ok. Nothing great and nothing terrible. Free version only allows three stocks. Don’t bother with this unless you only want limited tracking/reporting.

Developer Response

The main point of the free Lite version is to provide a free trial version of the app with no time-limit, in order to try out all the features before purchasing. (Although it is also aimed at users with just a small portfolio of stocks.)

Great App for me!

I have looked deep and far...

I have looked far and wide to find an app that can tell me how my retirement portfolio is doing, how it compares to the different overall markets, and where it may be growing out of my desired diversity. This one does it all. No more maintaining multiple apps to get the comprehensive picture of where i have been and how it compares. When i have needed support it has been quick and thorough.



I needed a simple, straight forward app, that at a glance would let me see all my funds.

This app is excellent. Thank you for not putting in annoying banner ads.


Purescope Pty Ltd
37.4 MB
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
English, French, German, Japanese, Simplified Chinese, Spanish, Traditional Chinese
Age Rating
Rated 4+
© 2012 Purescope Pty Ltd


  • Family Sharing

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

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