Portfolio Trader-Stock Tracker

Portfolio Trader-Stock Tracker

By Purescope Pty Ltd

  • Category: Finance
  • Release Date: 2012-12-14
  • Current Version: 5.9
  • Adult Rating: 4+
  • File Size: 116.07 MB
  • Developer: Purescope Pty Ltd
  • Compatibility: Requires iOS 15.0 or later.
Score: 4.67553
4.67553
From 376 Ratings
Free On itunes

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

Screenshots

Reviews

  • Great Stock Account Tracking Tool

    5
    By Darth in Texas
    This app allows me to track investments and cash in multiple portfolios in real time, displayed on all of my devices. It has eliminated a lot of manual input that I had been doing on Excel spreadsheets and provides instant up to date information on individual stock purchases, such as date acquired, cost basis, unrealized gain, etc. It also allows me to track foreign accounts (including equities) in foreign currencies, which is extremely helpful. Highly recommended!

  • Excellent

    5
    By Jsquid41
    Takes a little time to learn to take advantage of the many screens but once you get used to the navigation it’s great. I keep track of 4-5 portfolios including cash, margin and more than 100 positions. Would be great to keep track of options too, but I have not seen a portfolio program that is not attached to your brokerage firm that does. Colors and pie charts helps you focus on gains and losses individually, through out portfolio and collectively with all portfolios I love it

  • Great app

    5
    By Steverit3
    I use it everyday.

  • Real Time

    5
    By Milbsecurity
    Love the ability to look at my portfolio and see up to minute what it’s doing. Articles associated with your holding and recent article about you’re holding right at your fingertips. Whether youre into macro forecasting or just looking at you’re on Heat Map you got it’s all with this app!

  • Absolutely the Best

    5
    By Hogo321
    If you trade stocks or Mutual Funds,etc and want to keep a record of every trade, this is one of the only apps that does this & is by far the BEST. You can combine all your holdings. Tech support is very fast and recent updates make it the best of it's kind. I have tried over 25 other apps and most all of those may have some good features, you can enter a position, but when you sell it you just have to delete it and there is no further record of that item? With Portfolio Trader you can see what your cumulative profit/loss is for the year or longer because there is a record of every trade. Cost is very reasonable. The Apple watch app is also one of the best for Stock Portfolios.

  • Prices not updating

    3
    By SvenG
    I have loved this app for years but just recently it stopped updating all prices. All prices are stuck on what they were days ago. What is going on?

  • Absolutely the best…

    5
    By ChuckinSC
    For my needs this is the absolutely the best portfolio tracker. I’ve been using it from the inception. Seriously, I couldn’t be more satisfied.

  • Prices not updating

    2
    By Zenfuego
    I had hoped to finally replace yahoo finance, which had an update that makes it visually unusable recently. However, after getting my various portfolios (because I have both stocks and crypto, and crypto spread across several platforms, I need something to combine everything into one) combined into this app on Friday, I find it is also unusable. This morning several of my stocks show Fridays prices, not today’s prices even though the market has taken a heavy downturn, and many of them are much much lower. It doesn’t matter. If I turn the app on and off, turn the device on and off, or toggle the automatic prices switch, these five or six stocks are still not updating, and still show gains when they actually have heavy losses. That makes this app practically worthless in my opinion.

  • Great app to track performance

    5
    By Biarti
    Easy to see metrics and returns of various accounts in one place.Im use it for 6 months and recommend. You also can set alert to supervise variations price and compare to benchmark. Very useful tool.

  • Davidj

    4
    By Greek1958
    I’ve been using the app for a little over a month now and so far so good. Easy to update portfolios and track my investments.

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