Portfolio Trader-Stock Tracker

Portfolio Trader-Stock Tracker

By Purescope Pty Ltd

  • Category: Finance
  • Release Date: 2012-12-14
  • Current Version: 4.16
  • Adult Rating: 4+
  • File Size: 36.46 MB
  • Developer: Purescope Pty Ltd
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
From 116 Ratings


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.



  • Convenient, easy to use, great charts

    By Roger0204
    I find this app very easy to use, yet so full of information. Great charts for such a low price! I have used this for a few years now. I gifted a copy to my grand daughter to get her interested in investing. We are both very happy with it. Thank you.
  • Like this app very much

    By peteswede
    Have tried many apps to monitor my holdings. I have had a few stop supporting the app thus had to change. This app is very easy to add new or sell stocks. I am an investor not a trader so don’t need fancy charts just solid record keeping and access to news. This does that better than most.
  • Great Design and Graphics!

    By 36RED
    I manage a large, personal portfolio that is more like a small mutual fund. This app was PERFECT for my use! The screens are very well designed, the features are really cool, especially the "heat" screen offering a daily tabulation of gains and losses, and the overall portfolio tracker vs. the Dow or S&P 500. These screens are simply fun to use! I was initially concerned about the cost of the app, but after using it almost hourly for months now, I know that it was well worth the extra cost. Nice job!
  • Fully Satisfied, quite flexible

    By CanoeU70
    I wanted this to keep track of my 401K and to compare my old positions to my changes by just adding a new portfolio. Tah Dah! It works like a champ.
  • Coriramo

    By coriramo
    My favorite app
  • 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!
  • Great app for iOS

    By JChew55
    Great app for tracking a watchlist as well as your portfolio. The notes field allow for investor to input notes of importance to keep tap on historical news
  • Awesome app.

    By gavinchristopher.art
  • Best Portfolio Tracker Out There

    By Steeler-man
    Used PortfolioLive for last 7 years and loved it but this one comes very close in ability to track your portfolios accurately plus I can now merge my various accounts to get a better overall view of my investments.
  • Just what I was looking for!

    By Mikeythechef
    Excellent customer support with very fast response. Easily allows me to run test portfolios as well as view my equities. Color schemes are easy on my eyes and stock ticker fetch options are perfect for my needs.