Portfolio Trader-Stock Tracker 5.9

Purescope Pty Ltd ❘ Freeware ❘
iOS
out of 380 votes

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<p>Portfolio Trader is a professional stock portfolio manager and tracker available for iPhone, iPad, and Apple Watch. It offers a range of detailed features to analyze and track your share holdings and investments. Whether you're a professional trader or a casual investor, Portfolio Trader provides a powerful tool to manage your portfolios and monitor multi-currency positions.</p>
<ul>
  <li>Multiple Profit & Loss views: Price, Value, Daily Gain and %, Unrealized Gain, Realized Gain, Total Gain and %, Avg Cost and Cost Basis</li>
  <li>Easy navigation between views through simple swiping or tapping</li>
  <li>Comprehensive P&L views available at all levels - position, portfolio totals, and all portfolios</li>
  <li>Individual charts for each instrument with various time ranges (available in full screen)</li>
  <li>Portfolio history charts with comparisons against major indices and other instruments (both MWR and TWR)</li>
  <li>Chart indicators such as Moving Average</li>
  <li>Heat Map display showing price changes</li>
  <li>Support for multiple currencies within the same portfolio with instant rate conversions and totals</li>
  <li>Specific support for GBP holdings quoted in pence</li>
  <li>Various transaction types: Buy, Sell, Dividend, Dividend Reinvestment, Capital Return, Split, Cash Deposit, Cash Withdrawal, Interest, Fees</li>
  <li>Integrated portfolio cash account</li>
  <li>Manual trade entry or bulk import from PC</li>
  <li>Automatic pricing updates (not available for all fund instruments)</li>
  <li>Option for manual pricing</li>
  <li>FIFO or Average Cost accounting methods</li>
  <li>Multiple sorting options</li>
  <li>Alerts</li>
  <li>Watchlists</li>
  <li>Optional iCloud sync between devices</li>
  <li>Portfolio Import/Export feature for importing large portfolios directly from a local PC file</li>
  <li>Secure access with Touch ID / Face ID / Password lock</li>
  <li>Multiple color schemes</li>
  <li>Compatible with iOS 15 and above</li>
  <li>Includes Apple Watch app for convenient access on the go</li>
</ul>
<p>Portfolio Trader is a comprehensive stock portfolio tracker that caters to the needs of both experienced traders and casual investors. Please note that the app includes In-App Purchases. For further information, please refer to the <a href="https://www.apple.com/legal/internet-services/itunes/appstore/dev/stdeula">Terms of Use</a>.</p>

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