Portfolio Trader-Stock Tracker

Portfolio Trader-Stock Tracker

By Purescope Pty Ltd

  • Category: Finance
  • Release Date: 2012-12-14
  • Current Version: 4.20
  • Adult Rating: 4+
  • File Size: 36.96 MB
  • Developer: Purescope Pty Ltd
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
From 194 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.



  • Absolutely Super for the price!

    By boaterguy1
    I have multiple portfolios and the app enables me to track each portfolio or stock separately, for daily gains/losses, market news, cost basis and historic charts. The app also provides easy entry for new purchases, dividends and even allows bank balances so that I can track net worth.
  • Best portfolio tracker available

    By rollainm
    This is by far the best portfolio tracker available on the App Store—well worth the money. It’s not perfect by any means, but what it does, it does very well. The UI is clean, mostly intuitive, and very responsive. In fact, interaction is so smooth it feels a lot like working with a core iOS app designed by Apple. I’d also like to note that the developer responded to my email within hours and thoroughly addressed my concerns. If it wasn’t already clear by the effort put into this app just how passionate the developer is about its success, it certainly was by that response. Here are a couple of features I would like to see added/improved that would make this app even better: Dividend and ex dividend tracker with customizable alerts. Better and more intuitive import/export. This has actually been addressed by the developer as being in the works, so I look forward to those changes. Ultimately I’d like to be able to import/export data directly to/from individual portfolios and to be able to do this completely within the app. Some other minor feature and UI improvement suggestions: Multiple watchlists. Longer/more obvious visual feedback when tapping refresh. Display optimization for notched devices, particularly in chart views. Customizable date ranges for charts. Customizable holding and portfolio chart comparisons. In heat map view, move all closed positions down to their own row below open positions. In heat map view, tapping on an individual holding should take you to that individual holding’s screen. Heat map info should be toggled some other way. In Holdings view, display available cash at the top beside portfolio value and freeze that row when scrolling through holdings. Allow cash to be edited from that view. In Holdings list view, show dynamic daily chart next to holding name/ticker. This may only be practical in landscape orientation on smaller devices. Show dynamic daily chart in the widget. Alphabetical scroller on all list views.
  • Simply the best

    By Etienne Brendan
    I couldn’t possibly manage my portfolios without this amazing app.
  • Portfolio Tracker

    By App it
    Works well with multiple portfolios. Would purchase again.
  • Works

    By Robufor
    Gives all the information needed to see how portfolio is preforming
  • Works well, would purchase again

    By Reluctant Old Guy Dieter
    Easy to enter data, comprehensive options, linked to news. Works well, only very slight negative is that it occasionally takes a long time to switch from portfolio to portfolio. Do not know if this is because of my iPad limitations or the software.
  • Almost Perfect

    By Big_Country_7
    The only downside to this software is the manual entry of activity. Charts, news and alerts are all very useful. Would like to see direct link capability to respective investment accounts. Need to be able to “record” fees and interest against cash balances as well. Still an excellent app for monitoring your portfolio!
  • Incredible

    By Rob In Anchorage
    A bit of a learning with all the available features, but worth the effort. I am very impressed.
  • CharlesBr

    By chuckbruen
    This app’s value to me is much greater than what it cost. Can’t say enough good things about it. It’s perfect.
  • Great App

    By Wigdic44t
    If you don’t make any changes for awhile it can take a few minutes to reprogram. That being said, this is the best Stock App I’ve ever had. Very detailed and accurate.