Portfolio - Monitor Stocks vs Portfolio Trader-Stock Tracker Usage & Stats
Monitor the performance of your portfolio: Current asset value, daily changes, total P&L.
Create watchlists to keep an eye on interesting stocks.
Features:
- Manage multiple portfolios, add stock positions to portfolio
- Profit & Loss (P&L) views both on portfolio and single positions
- Daily change
- Daily gain / loss
- Dividend updates: Automatic import and continuous update of dividend payments for most stocks
- Graphical statistics of the yearly realised gain/loss.
- Automatic update of share prices, indices, ETFs
- Consider of dividends, fees and sold positions in P&L
- Currency conversion incl. historical exchange rates
- Add custom exchange rates and custom assets
- Cryptocurrencies
Available upgrades with subscriptions:
* 'Unlimited Portfolios': $1.99 per 3 months
Create unlimited number of portfolios.
* 'All advanced features': $4.99 per 6 months
Create unlimited number of portfolios, remove ads.
- Payment will be charged to iTunes Account at confirmation of purchase
- Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period
- Account will be charged for renewal within 24-hours prior to the end of the current period, and identify the cost of the renewal
- Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase
- Any unused portion of a free trial period, if offered, will be forfeited when the user purchases a subscription to that publication
Privacy policy: https://www.bitcommander.ch/privacy-policy
Terms of use: https://www.bitcommander.ch/terms-of-use-portfolio
- Apple App Store
- Free
- Finance
Store Rank
- -
* 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
- Apple App Store
- Free
- Finance
Store Rank
- -
Portfolio - Monitor Stocks VS. 
Portfolio Trader-Stock TrackerDecember 27, 2024