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
4.5
From 112 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 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.

Screenshots

Reviews

  • Awesome app

    5
    By sgej
    I’ve used several different apps to track the value of my portfolio, and this one is by far the best. It’s accurate, easy to use, and always up-to-date!
  • Great app for iOS

    5
    By JChew55
    Great app for tracking a watchlist as well as your portfolio. The notes field allow for investor to input notes of importance to keep tap on historical news
  • Awesome app.

    5
    By gavinchristopher.art
    Superb!
  • Best Portfolio Tracker Out There

    5
    By Steeler-man
    Used PortfolioLive for last 7 years and loved it but this one comes very close in ability to track your portfolios accurately plus I can now merge my various accounts to get a better overall view of my investments.
  • Just what I was looking for!

    5
    By Mikeythechef
    Excellent customer support with very fast response. Easily allows me to run test portfolios as well as view my equities. Color schemes are easy on my eyes and stock ticker fetch options are perfect for my needs.
  • Great app

    5
    By DonMT42
    Just what I was looking for! Easy to use, intuitive screens. Best of all I can sort my holdings into meaningful portfolios according to my different stock strategies and track their status and results. Very quick price updates during market hours. Great various views of positions. Well worth the money.
  • Excellent portfolio trading app

    5
    By Sergei2
    Was looking for a portfolio trading app for a long time, and the search finally stopped with this app. It helps me track portfolios in different currencies, you can track margin borrowing. It is just all-around useful.
  • Finally Found The BEST! by R.B. “Rooster"

    5
    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.
  • Great app

    5
    By Mike In Ludington
    Gives me all the info I need and allows me to write notes on individual stocks.
  • Happy camper

    5
    By Demure5
    Top notch, gave me just what I needed,at a fraction of the cost, works great. You have to try it. Would be a bargain at twice the price. Works even better on iPad pro with more screen real-estate, best thing about it compared to others,and I’ve tried quite a few, is the easy data input. And the different ways you can sort. I even set up a account to track price on a few gold coins i have, and an account for some CD’s

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