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Portfolio Trader-Stock Tracker

Professional share portfolio manager and stock tracker

Professional share portfolio manager and stock tracker

Portfolio Trader-Stock Tracker

by Purescope Pty Ltd
Portfolio Trader-Stock Tracker
Portfolio Trader-Stock Tracker
Portfolio Trader-Stock Tracker

What is it about?

Professional share portfolio manager and stock tracker.

Portfolio Trader-Stock Tracker

App Details

Finance Business
Last updated
April 13, 2021
Release date
December 14, 2012
More info

App Screenshots

Portfolio Trader-Stock Tracker screenshot-0
Portfolio Trader-Stock Tracker screenshot-1
Portfolio Trader-Stock Tracker screenshot-2
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Portfolio Trader-Stock Tracker screenshot-4

App Store Description

Professional share portfolio manager and stock tracker.

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 instant 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 (not all fund instruments supported)
- 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 / Face ID / Password lock
- Multiple color schemes
- Supports iOS 9 and above

A comprehensive stock portfolio tracker for iPhone and iPad.

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