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Portfolio Trader Lite - Stocks

By Purescope Pty Ltd

This app is only available on the App Store for iOS devices.

Description

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 8 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 in Version 4.11

- Fix for iPhone Heatmap

Screenshots

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Portfolio Trader Lite - Stocks
View in iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Finance
  • Updated:
  • Version: 4.11
  • Size: 36.4 MB
  • Languages: English, French, German, Simplified Chinese, Spanish, Traditional Chinese
  • Seller:

Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

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