Portfolio Trader-Stock Tracker

Portfolio Trader-Stock Tracker

By Purescope Pty Ltd

  • Category: Finance
  • Release Date: 2012-12-14
  • Current Version: 4.16
  • Adult Rating: 4+
  • File Size: 36.46 MB
  • Developer: Purescope Pty Ltd
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
From 133 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.



  • Alert does not work

    By Alimilis
    I purchase this app because I only need to use the alert and easy to use (access without login). Unfortunately the Alert does not work very well.
  • Portfolio Tracker

    By Capt'n Don
    I like it. It’s just what I was looking for.
  • The Last Portfolio Tracker !

    By DarkLord!BlackStar###
    You will ever need. Awesome. I track all my investments with this app. All others have come up short.
  • Indispensable

    By Dilmun69
    Have been using this app for about a year. Never crashed, and very available for support in the beginning. Once familiar with app, straightforward to add, delete, and backup. I mostly use for equities management, but can use for futures spreads with commodities. Very versatile and complete for a $15 app. Highly recommended!
  • NB

    By nb156
    This portfolio is quite good. The only improvement I would suggest is to incorporate finer resolution in the historical charts.
  • Finally Found The BEST! by R.B. “Rooster"

    By Bubba Reese
    I'm tracking four portfolios on my iPad Air. Without a doubt this app is top-of-the-line. Until now I used the incredible “Portfolio Live” - that is until it was no longer supported &(forced to keep on my iPad First Edition). I have tried at least six stock tracking apps: None even come close to this. I have since dumped them all $$. Plus Portfolio Trader Support is unheard of in this day and age - almost immediate! Portfolio Trader is so straightforward and easy to use - trust me you need not look any further.
  • Won’t import portfolio data in CSV as advertised. Vague help files, questionable value.

    By 02448
    Poor data import and manipulation.
  • Great App!

    By BobP63
    It does everything I want and more! When I had a question regarding the integration of my physical precious metals holdings along with my stocks, support was prompt and helpful. Now I have everything in one place for easy tracking and price alerts.
  • Nice but daily gain/loss doesn't reset

    By Ekholbrook
    (update: figured it out. Love the app and quite honesty was blown away by the live stream of prices) When does daily gain/loss column reset back to zero for the day? I dont see any setting for this and would have assumed the next business day the columns would all reset back to zero in order to watch the next day. Very strange
  • Best app so far

    By Spiff777
    Does exactly what I want, tracks value of different portfolios. News function is helpful. Many different views. Can’t build custom views. Not sure if it does options, don’t think so. Only basic charting, no tools. All that said, this app does a nice job once you have set it up. Better than most apps out there.