AlphaEdge

AlphaEdge empowers investment enthusiasts with core tools to assess investment performance, available and synchronised across iPhone, iPad, Mac, and VisionPro — even on Apple TV for a low-cost display driver. I built this for myself, frustrated that other tools often don't show actual investment performance and have clunky interfaces, and decided to share it with the world in case others have similar needs. I’ve also tried to localise it to as many countries as possible, so I hope it’s valuable and enjoyable for more people. Let me know what’s important to you.

Currently, it lets you load your transaction history, displays holdings grouped in portfolios, prices them, and calculates performance based on a Time-Weighted Return basis. This is just the beginning — as Version 1, AlphaEdge will continue to evolve with new features and capabilities based on user feedback.

Requires a free or paid API key from Twelve Data or Alpha Vantage to retrieve market data. Please enter yours on the Settings screen. I plan to enhance the market data integration over time and hope to offer an in-app purchase to make this easier and more cost-effective.

Current limitations: Performance calculation and position do not automatically adjust for share splits and buybacks. Please enter $0 transactions on the corporate action date to adjust the position to the new size.

Note: This app is designed for exploration and insight purposes only. It does not generate investment advice and should not be relied on for decision-making. Given its innovative use of AI-generated code, some calculations may contain undiscovered errors. Your feedback matters — help shape the future of AlphaEdge!