Portfolio Trader-Stock Tracker

Portfolio Trader-Stock Tracker

By Purescope Pty Ltd

  • Category: Finance
  • Release Date: 2012-12-14
  • Current Version: 4.15
  • Adult Rating: 4+
  • File Size: 36.40 MB
  • Developer: Purescope Pty Ltd
  • Compatibility: Requires iOS 9.0 or later.
  • App Ratings:
    4.5/5 ( 106 App Reviews)
  • Price:
Portfolio Trader-Stock Tracker App Ratings: 4.5
Based on 106 App Reviews

Portfolio Trader-Stock Tracker iOS App Details

Professional share portfolio manager and stock tracker. Please Note: This is the full version of the app with unlimited features. For the free Lite version for small portfolios or to just try out, please also see the separate app 'Portfolio Trader Lite'. Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone and iPad, 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) - Heat Map display of price changes - Support for holdings in multiple currencies, including within the same portfolio, with real time rate conversions and totals - Support for GBP holdings quoted in pence - Multiple transaction types - Buy, Sell, Dividend, Dividend Reinvestment, Capital Return, Split - Integrated portfolio cash account - Manual trade entry or bulk import from PC - Automatic pricing updates - major stock exchange and stock market prices - Option for manual pricing - FIFO or Avg Cost accounting methods - Multiple sorting options - Alerts - Watchlist - Optional iCloud sync between devices - Portfolio Import/Export feature for importing large portfolios directly from a local PC file - Touch ID / Password lock - Multiple color schemes - Supports iOS 9 and above A comprehensive stock portfolio tracker for iPhone and iPad. The Lite version is limited to 3 holdings. (free app) The full version has unlimited functionality.


Portfolio Trader-Stock Tracker iOS App Screenshots

iOS App Reviews

  • Awesome app

    By sgej
    I’ve used several different apps to track the value of my portfolio, and this one is by far the best. It’s accurate, easy to use, and always up-to-date!
  • Excellent portfolio trading app

    By Sergei2
    Was looking for a portfolio trading app for a long time, and the search finally stopped with this app. It helps me track portfolios in different currencies, you can track margin borrowing. It is just all-around useful.
  • Finally Found The BEST! by R.B. “Rooster"

    By Bubba Reese
    I'm tracking four portfolios on my iPad Air. Without a doubt this app is top-of-the-line. Until now I used the incredible “Portfolio Live” - that is until it was no longer supported &(forced to keep on my iPad First Edition). I have tried at least six stock tracking apps: None even come close to this. I have since dumped them all $$. Plus Portfolio Trader Support is unheard of in this day and age - almost immediate! Portfolio Trader is so straightforward and easy to use - trust me you need not look any further.
  • Great app

    By Mike In Ludington
    Gives me all the info I need and allows me to write notes on individual stocks.
  • Happy camper

    By Demure5
    Top notch, gave me just what I needed,at a fraction of the cost, works great. You have to try it. Would be a bargain at twice the price. Works even better on iPad pro with more screen real-estate, best thing about it compared to others,and I’ve tried quite a few, is the easy data input. And the different ways you can sort. I even set up a account to track price on a few gold coins i have, and an account for some CD’s
  • Almost great

    By AC4LT
    This is the portfolio tracking app I’ve been using for the last several months as it has been the one that comes closest to doing what I want. It does a good job of tracking profit/loss and and is one of the few apps that shows TWRR. The visual presentation is nice. There are a few areas where it falls short. First is data entry. The first time you enter a trade for a particular symbol you must first add the symbol as a “holding”. This is particularly annoying when entering options trades and really slows down the process. It does speed up adding subsequent trades for the symbol but for options trades they are almost always unique symbols so this is especially painful here. Entering symbol and trade in one step would greatly speed this up. They could handle this by an “add new holding” option in the trade symbol chooser that would take you straight to the symbol entry. Lastly is one of knowing how old a quote is. For stocks and ETFs things are fairly well behaved, but for thickly traded options and for mutual funds it usually shows a previous days trade as current making it difficult to tell exactly what today’s gain/loss is. It would be great if all “day change” related values were zero’d at say 4AM ET so I knew what was really applicable to today. What makes this especially aggravating is that the app shows the last trade date if you dig into the details. But it doesn’t take this into account of daily valuation changes. As a stretch goal it would be great if one could connect with brokerages and import transactions so no data entry was required but if the above were fixed I’d be happy enough. If one is only trading stock and ETFs then this is probably a great app for monitoring portfolio performance, but if one is trading options then this becomes fairly cumbersome to use.
  • Best app for tracking multiple portfolios

    By 01 - John Q. Public
    I tried several apps and found this to be the best. Tech support was tops. High marks. Tracks multiple profiles which is the best app if you have multiple accounts and want to see the rate of return on each account.
  • Excellent

    By Jsquid41
    Takes a little time to learn to take advantage of the many screens but once you get used to the navigation it’s great. I keep track of 4-5 portfolios including cash, margin and more than 100 positions. Would be great to keep track of options too, but I have not seen a portfolio program that is not attached to your brokerage firm that does. Colors and pie charts helps you focus on gains and losses individually, through out portfolio and collectively with all portfolios I love it
  • Great app

    By Jan Jessee
    I have tried several and this app fills my needs better than any others.
  • Superb portfolios tracking, syncs well across devices

    By KarSwiss
    I had been searching for over a year for a program with sufficient horsepower to track many stocks , and divide them into several different portfolios . And sync them in all my Apple devices. This was the only one that could do it, and I was delighted to see that it does all this extremely well, along with charts and news. Outstanding. My thanks to the whomever developed this.