Portfolio Trader-Stock Tracker 5.9

Portfolio Trader-Stock Tracker 5.9

Purescope Pty Ltd – Freeware – iOS
out of 380 votes
Latest Version
5.9
Safe to install
EXCELLENT User Rating

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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