Portfolio Trader-Stock Tracker

Portfolio Trader-Stock Tracker

By Purescope Pty Ltd

  • Category: Finance
  • Release Date: 2012-12-14
  • Current Version: 4.14
  • Adult Rating: 4+
  • File Size: 35.85 MB
  • Developer: Purescope Pty Ltd
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
4.5
From 98 Ratings

Description

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 8 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.

Screenshots

Reviews

  • Almost great

    3
    By AC4LT
    This is the portfolio tracking app I’ve been using for the last several months as it has been the one that comes closest to doing what I want. It does a good job of tracking profit/loss and and is one of the few apps that shows TWRR. The visual presentation is nice. There are a few areas where it falls short. First is data entry. The first time you enter a trade for a particular symbol you must first add the symbol as a “holding”. This is particularly annoying when entering options trades and really slows down the process. It does speed up adding subsequent trades for the symbol but for options trades they are almost always unique symbols so this is especially painful here. Entering symbol and trade in one step would greatly speed this up. They could handle this by an “add new holding” option in the trade symbol chooser that would take you straight to the symbol entry. Lastly is one of knowing how old a quote is. For stocks and ETFs things are fairly well behaved, but for thickly traded options and for mutual funds it usually shows a previous days trade as current making it difficult to tell exactly what today’s gain/loss is. It would be great if all “day change” related values were zero’d at say 4AM ET so I knew what was really applicable to today. What makes this especially aggravating is that the app shows the last trade date if you dig into the details. But it doesn’t take this into account of daily valuation changes. As a stretch goal it would be great if one could connect with brokerages and import transactions so no data entry was required but if the above were fixed I’d be happy enough. If one is only trading stock and ETFs then this is probably a great app for monitoring portfolio performance, but if one is trading options then this becomes fairly cumbersome to use.
  • Best app for tracking multiple portfolios

    5
    By 01 - John Q. Public
    I tried several apps and found this to be the best. Tech support was tops. High marks. Tracks multiple profiles which is the best app if you have multiple accounts and want to see the rate of return on each account.
  • Execellent for tracking stock portfolios

    5
    By Sergei2
    Easy to use, and great for tracking investments across multiple portfolios and currencies
  • Excellent

    5
    By Jsquid41
    Takes a little time to learn to take advantage of the many screens but once you get used to the navigation it’s great. I keep track of 4-5 portfolios including cash, margin and more than 100 positions. Would be great to keep track of options too, but I have not seen a portfolio program that is not attached to your brokerage firm that does. Colors and pie charts helps you focus on gains and losses individually, through out portfolio and collectively with all portfolios I love it
  • Great app

    4
    By Jan Jessee
    I have tried several and this app fills my needs better than any others.
  • Superb portfolios tracking, syncs well across devices

    5
    By KarSwiss
    I had been searching for over a year for a program with sufficient horsepower to track many stocks , and divide them into several different portfolios . And sync them in all my Apple devices. This was the only one that could do it, and I was delighted to see that it does all this extremely well, along with charts and news. Outstanding. My thanks to the whomever developed this.
  • Mostly good

    4
    By eyeguyMI
    I am sad that google sort of screwed the pooch by getting rid of portfolios on google finance. Kind of hoped that they would have improved it by importing account information. That being said this app is the closest thing I can find to ideal. Having an app I can check daily for current stock info and that I can use for filling out personal financial statements is what I’m after. Still not perfect but better than all I’ve used. Again disappointing when you enter all of your data in these apps then they don’t perform. Mostly good so far
  • What would I do without this app?

    5
    By chaztrade
    The best portfolio tracker I have found, bar none. Oh and the customer service is top notch too, and fast!
  • I now have the best stock reporter on the market

    5
    By SchlenkwadD
    I have used several different apps over the years. One had been so thoroughly thought out. Even better is the attitude towards providing terrific support.
  • Excellent App.

    5
    By rich23241
    Works great on my new iPad Pro 2 and my iPod Touch. You can record stock transactions on the iPad. They go to the cloud and then go to the iPod Touch. You can record unlimited portfolios and stocks. I highly recommend it. It’s definitely worth the price.

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