Latest Version
5.9 Safe to install
5.9 Safe to install
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.
- Multiple Profit & Loss views: Price, Value, Daily Gain and %, Unrealized Gain, Realized Gain, Total Gain and %, Avg Cost and Cost Basis
- Easy navigation between views through simple swiping or tapping
- Comprehensive P&L views available at all levels - position, portfolio totals, and all portfolios
- Individual charts for each instrument with various time ranges (available in full screen)
- Portfolio history charts with comparisons against major indices and other instruments (both MWR and TWR)
- Chart indicators such as Moving Average
- Heat Map display showing price changes
- Support for multiple currencies within the same portfolio with instant rate conversions and totals
- Specific support for GBP holdings quoted in pence
- Various 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 available for all fund instruments)
- 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
- Secure access with Touch ID / Face ID / Password lock
- Multiple color schemes
- Compatible with iOS 15 and above
- Includes Apple Watch app for convenient access on the go
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 Terms of Use.
Overview
Portfolio Trader-Stock Tracker is a Freeware software in the category Business developed by Purescope Pty Ltd.
The latest version of Portfolio Trader-Stock Tracker is 5.9, released on 07/02/2024. It was initially added to our database on 11/11/2023.
Portfolio Trader-Stock Tracker runs on the following operating systems: iOS.
Users of Portfolio Trader-Stock Tracker gave it a rating of 5 out of 5 stars.
Screenshots (Click to view larger)
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