Portfolio Trader-Stock Tracker

Portfolio Trader-Stock Tracker

By Purescope Pty Ltd

  • Category: Finance
  • Release Date: 2012-12-14
  • Current Version: 4.17
  • Adult Rating: 4+
  • File Size: 36.61 MB
  • Developer: Purescope Pty Ltd
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
From 154 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.



  • Best portfolio tracker

    By chawlas
    Very happy with ut
  • Useless piece of excitement!

    By 02448
    Will not import “ No END statement in CSV”. But I’m only a programmer set tech support. Have you ever tested brokerages CSV files, no! Must be a millennial standard answer.
  • My search is finally over.....

    By cacofonix1
    Finally gave up on my other favorite app - Portfolio by Mazuma Labs as it had not been updated in a while and lacks key functionality. Have owned/tried numerous others. I just need a simple app to track my portfolio. Even Yahoo Finance does not do it well. Love the ability to export/import CSV files. Very, very important. Responsive developer. Provided feedback on default commission to be set by account rather than across the board and got acknowledgement on a Sunday!!! Like the feature wherein the Total Gain reflects Dividends received. Even Fidelity does not do that. Unrealized gains reflects only the equities on hand vs realized that include past trades for that equity also. Updated 8/5 Active developers. Keeps adding new features to an app that in my opinion is the best for someone who wants to track buy/sell/dividend activity. Updated 10/17/2018 Continue to love this app. Suggest easier GUI to add trades/new holdings
  • Stock tracker

    By give up on nickname nameing
    Good stock tracker for holdings and testing systems, charts could be improved.
  • Remarkable App

    By 0.9999 Pure
    Like many other reviewers, I tried many other portfolio tracking apps before finding this gem. I’ve now been using PortfolioTrader for years. The developers not only keep the app functional and provide impressive support, they have also added capabilities to the app since my original purchase such as Heat Map and graphing portfolio history. I find such service remarkable. I find this app to be a remarkable value.
  • Stock tracker

    By condo padre island
    I’ve had several of these apps and by far is the best one yet!
  • The perfect stock portfolio app

    By tibetpete
    I checked out many portfolio trackers, but settled on this one, which does everything I need. Simple and intuitive to use, with unbelievably great customer support. With the upcoming demise of the portfolios feature in google finance, this is a great alternative. I especially love the syncing over icloud feature, so i can access the same information on my phone and ipad.
  • Nice way to keep track of everything!

    By MWSloan
    I love this app for tracking IRA, 401k, & Roth’s of my wife & me. Two things I’d wish it could do better: 1) wish I could set it to automatically divy up my 401k contribution and matching dollar figure across a list of stocks 24 times/year by percentage. 2) fix the holdings display sorting settings — it seems to always want to revert back to alphabetical after I set it to sort by total %gain.
  • Great Program

    By Bonnie*O
    I recently switched over to this program when my other app decided that it needed to charge a monthly subscription fee. I like the program. I like that I only have to enter it once and the data flows to my other IPAD and my IPhone. What I would like to see is to show gain on loss on each position. For example I own a mutual fund and I would like to see the percentage gain or loss on the quarterly dividend reinvestments. Thank you for a great program.
  • Easy, solid and reliable, nice UI

    By MarcelLevi
    Overall a very nice app. Import/export via wi-fi actually works well. I was able to import trades from my computer with minimal effort. The built in help files are good (rare to have any instructions these days). Controls are intuitive and layout is nice both in portrait and landscape. I only identified one feature request so far - add or modify Holdings view to split the unrealized gain into short term and long term.