Multiple P&L Views
Daily Gain, Unrealized, Realized, Total Gain and more. Viewable at position, portfolio, and all-portfolios level.
Professional stock portfolio tracking
for iPhone, iPad and Apple Watch.
Portfolio Trader is a comprehensive stock portfolio tracking app providing in‑depth analysis of your share holdings and other investments.
Features
Daily Gain, Unrealized, Realized, Total Gain and more. Viewable at position, portfolio, and all-portfolios level.
Interactive charts across various time periods, with optional moving averages. Analyse price history and trends at a glance.
Portfolio history charts with comparisons against major indices. Both Money-Weighted and Time-Weighted returns.
Supports holdings and portfolios in multiple currencies. Instant rate conversions across all your positions.
Buy, Sell, Dividend, Split and more. A complete transaction history for every position in your portfolio.
Import portfolio data and transactions from a CSV file. Export for backup or analysis in other tools.
Seamless synchronisation across all your devices.
Set price alerts on any instrument. Receive a notification when your target is reached.
Complete stock portfolio management for the professional trader or the casual investor.
Apple Watch
Track your portfolios on the go with the Apple Watch app.
Free for small portfolios. Available now on the App Store.