Portfolio Trader-Stock Tracker vs Active Portfolio with Alerts Usage & Stats

* 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

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High-performance portfolio tracker that supports stock, options, mutual fund and cryptocurrency. Super Fast and Easy-to-Setup portfolios. Allow management of multiple portfolios and tracking of the value, performance, profit, loss, and changes in real time with tons of powerful tools and charts. Pre/After market hour included. Plenty support for trading options. Fast loading options chain, current implied volatility, and advanced options strategies setup with various built-in strategy templates. It comes with stock price alerts, various portfolio alerts based on portfolio's value, and alerts of news, earnings, dividend, portfolio summary, top mover, SEC filings, insider trading, options expiration of holding positions in portfolio. You can get very personal with this app: take your own research notes, set password and touch ID for your portfolio access, customized background image for each portfolio, easy to adjust the contents and display order for the holding positions, cloud-based platform to sync your portfolios among multiple devices, and much more! Plus, this app provides you rich stock research information, e.g. Advanced stock charts with dozens of Technical Indicators, Analyst Rating, Insider Trading, SEC Filings, Extensive Key Financial data, Company Profile, Competitor List, Institutional Holdings, ETF Holding, Short Interest, & many more. 360 degree tracking and research on your existing and future picks, all at your fingertip! This app is a must! POWERFUL PORTFOLIO ■ Manage multiple portfolios ■ Live tracking & instant reporting ■ View portfolios with AR ■ Touch ID & Passcode protected portfolio access ■ Push Notification of Price Alert, alert on portfolio's value, gain, & loss ■ Auto Refresh ■ Cloud Sync ■ Aggregated News ■ Stock, Options, and Built-in Options Strategies Templates ■ Quick setup of complex options strategy ■ Organized portfolio positions layout ■ Detailed portfolio positions' Gain / Loss and summary ■ Optimized and Expedited Portfolio Gain / Loss computation ■ Foreign Currency Supported - supports 14 major World Currencies ■ Multi-Chart View of stocks in a portfolio ■ Sector Analysis of Portfolio holdings COMPREHENSIVE STOCK RESEARCH ■ Live Advanced Stock quotes ■ Pre / After Market quotes ■ AI Based Fundamental Score ■ Technical Score & Analysis ■ Advanced Chart with multiple TA Indicators, automatic Fibonacci lines, Moving Average, Price Band, Overlays, chart themes, etc ■ Analyst Rating ■ Stock News ■ SEC Company Filings (e.g. S-1, 8K, 10K, etc) ■ Automatic symbol completion ■ Extensive Financial Information & Key numbers ■ Company Profile ■ Insider Transactions ■ ETF Holdings BUILT-IN OPTIONS STRATEGY ■ Covered Call ■ Call / Put Spread ■ Butterfly ■ Straddle ■ Strangle ■ Collar ■ Iron Condor ■ Calendar Spread ■ Diagonal Spread ■ Married Put ■ and More... ADVANCED OPTIONS SUPPORT ■ Live Options Chain ■ Current Implied Volatility ■ In-The-Money options identification (live quotes could be delayed for 15 mins) Optional Subscription Premium Plan with fast portfolio loading, portfolio alert, options support, advanced chart, etc - Auto-renewable subscription is optional - Length: Monthly - Price: USD 2.99 / USD 19.99 - 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 - Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase - No cancellation of the current subscription is allowed during active subscription period - Privacy Policy http://www.mobileinteractive.com/privacy - Term of Use http://www.mobileinteractive.com/term-of-use/ Contact: appsupport@mobileinteractive.com
  • Apple App Store
  • Free
  • Finance

Store Rank

- -

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Portfolio Trader-Stock Tracker VS.
Active Portfolio with Alerts

January 1, 2025