Portfolio Trader-Stock Tracker 5.9 - App Store

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About Portfolio Trader-Stock Tracker

* 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

* 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

Apr 10, 2024
Version 5.9
- Fixed an issue with the Apple Watch app.
- Improved Support for Mac (macOS).
- Improved Instrument Search.

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Previous Versions

Here you can find the changelog of Portfolio Trader-Stock Tracker since it was posted on our website on 2016-09-23 13:19:54. The latest version is 5.9 and it was updated on 2024-04-19 20:06:41. See below the changes in each version.

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