Portfolio Trader-Stock Tracker

Portfolio Trader-Stock Tracker

By Purescope Pty Ltd

  • Category: Finance
  • Release Date: 2012-12-14
  • Current Version: 4.17
  • Adult Rating: 4+
  • File Size: 36.61 MB
  • Developer: Purescope Pty Ltd
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
From 164 Ratings


Professional share portfolio manager and stock tracker. Please Note: This is the full version of the app with unlimited features. For the free Lite version for small portfolios or to just try out, please also see the separate app 'Portfolio Trader Lite'. 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 9 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.



  • Tracking Investments

    By Retired $$$
    PortfolioTrader is a very efficient app that enables me to know the current status of all my investments. Worth the time it takes to enter and apply all your information. All your information at your fingertips.
  • Great app — a suggestion

    By Rosea1
    This is really a superb app. Bug free as far as I can tell. Full of information about holdings. Moderate learning curve — half hour. My suggestion is probably beyond the intention of the app, but it would be very useful to include some basic technical indicators in the charts section — MACD, RSI would really be enough. All in all, really useful and exceptionally well done.
  • PortfolioTrader

    By rickle55
    QFinally a place to aggregate different stock portfolios! Real-time pricing let’s me see at a glance where I stand across brokerage firms, or I can drill down. No more hand updating Excel or handing over account numbers to Mint. Great value!
  • Best tracker available

    By Sporkville
    I haven’t found another tracker as powerful as this one. Highly recommended.
  • You get what you pay for

    By Mmk412
    This is undoubtedly the best stock tracking app I have ever used. I use it for basic stock transactions (Buys, Sells, Dividends) but not for any convoluted trades. Data entry is super easy. The summary for your portfolios is very detailed. The pie charts give you many different views of your portfolios such as stock allocation, percentage of stock holdings, cost basis, etc. I don’t usually write reviews, but I am extremely happy with this app. Mike K.
  • Just what I was looking for

    By Excellency TomTom
    Wanted to track certain groups of transactions, including sales. This works perfectly for that
  • Brilliant app

    By globular molecule stmbom
    Use it all the time. Great support when I have a technical (stupid) question.
  • Best portfolio tracker

    By chawlas
    Very happy with ut
  • Useless piece of excitement!

    By 02448
    Will not import “ No END statement in CSV”. But I’m only a programmer set tech support. Have you ever tested brokerages CSV files, no! Must be a millennial standard answer.
  • Stock tracker

    By give up on nickname nameing
    Good stock tracker for holdings and testing systems, charts could be improved.