iStockfolio

iStockfolio - Stock Portfolio Management

Manage your investments with ease and precision

- Intelligent Multi-Portfolio Tracking
Create and manage multiple portfolios in different currencies (EUR, USD, GBP, CHF, JPY, CAD, AUD). View your overall performance and track the progress of each investment in real time.

- Automatic Capital Gains Calculation
FIFO (First In, First Out) method for accurate tax calculation
Tracking of realised and potential capital gains
Automatic management of historical exchange rates
Accounting for dividends and transaction fees

- Detailed Analysis
Current positions with average purchase prices
Performance per share and per portfolio
Simulate your goals

- Sharing and advice (optional)
Share and view other users' buy and sell orders to identify good deals.

- Professional Import/Export (Premium)
Supported formats: JSON, CSV, Revolut
Tax export for your declarations
Back up and share your data

- iCloud Synchronisation
Access your data on all your Apple devices. Automatic and secure synchronisation via CloudKit so you never lose your information.

- Advanced Multi-Currency Management
Automatic historical exchange rates
Rate history via the Bank of France

https://prandini.eu/istockfolio/privacypolicy_en.html - No personal data collected
https://prandini.eu/istockfolio/termsofuse_en.html - Terms of use
https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ - Apple Standard Licence Agreement