Portfolio Trader-Stock Tracker

Finance • Updated 2 years ago

Download from App Store
Version 5.0 • Requires iOS 9.3 or newer

Created by:

Purescope Pty Ltd

Price-Log

Current Price: FREE
  • 🎉 Dropped from $13.99 to $0.00
    3 years ago

Change-Log

Current Version: 5.0
  • 🔃 Updated to v4.32
    2 years ago
  • 🔃 Updated to v4.31
    2 years ago
  • 🔃 Updated to v4.29
    3 years ago
  • 🔃 Updated to v4.26
    3 years ago
  • 🔃 Updated to v4.25.0
    3 years ago
  • 🔃 Updated to v4.24
    3 years ago
  • 🔃 Updated to v4.23
    3 years ago
  • 🔃 Updated to v4.22
    3 years ago
  • 🔃 Updated to v4.21
    4 years ago
  • 🔃 Updated to v4.20
    4 years ago
  • 🔃 Updated to v4.17
    5 years ago
*** New: 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)
- 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
- 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 9 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

Changelog

New in this version

- Apple Watch App

Videos about this app


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