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 41 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

  • Best portfolio tracker

    5
    By Shanghai Smoothie
    I have tried several other paid and non paid products as well as numerous spreadsheet iterations but this is the simplest to use day to day. If you have a number of stocks and funds in your portfolio it does take a time to load but once this one off task is complete you then have tracking available at the click of a button (if the prices for instruments you hold are held by either Google or Yahoo.)
  • Excellent App

    5
    By lordmelchet
    Have been using this for >1Yr and it fully deserves a 5* rating. I was forced to migrate to this app after Bloomberg decided to self destruct by rendering a perfectly usable app to the scrapheap via an "upgrade". This app has many useful features including sync via iCloud so that you can copy your portfolio details onto your other iOS devices. Drop Bloomberg and go for this! Highly recommended.
  • Excellent App

    5
    By Zind Tokay
    Tracts all your stocks, including UK markets. Downloads.historical data to chart value over time. Will also track a cash balance. Well worth the cost.
  • Wonderful app

    5
    By wyanacker
    I only review apps if they are a one or five star. This is so good the developers deserve a positive shout-out. Very easy to use and understand and great value for a fiver. Perfect. Great for instant p/l across your entire portfolio, watch lists and alerts. Minor enhancement would be a note field on each transaction record and a more intuitive cash entry / withdrawal location. However this does not distract from an awesome app.
  • Best App and best support

    5
    By Cellarkin
    Best support you could ever ask for.
  • Superb App

    5
    By Metal Genes
    This app is worth every penny and more of the purchase price. So nice to find an app that is clear, logical and easy to use. It has made my excel spreadsheet redundant! Very easy to set up and edit multiple portfolios, no idea what the negative review is talking about! If you’re serious about trading you need this app!
  • Grownup app for grownup investors

    5
    By azeyfert
    Right, first things first. When you've got any kind of critical data, you don't entrust it solely to a closed platform or a proprietary format. You knew that already, didn't you? Although my master portfolio records live on a set of spreadsheets that live on a local hard drive which I back up locally as well as to the cloud … well, I do depend a lot on iPhone apps to keep me in the picture when I'm away from home. Over the years I found and kept three very useful apps which shall remain nameless to protect the guilty. All three are now dead, their Google data feed is broken and the various developers are hiding in their burrows hoping the angry customers will go away. So I set out to search the App Store for replacements. A soul-destroying activity. There's so much rubbish out there, and so few portfolio apps that are even slightly useful for a non-US investor. (I'm GB based, by the way.) Finally, in a desperate hour, I chanced upon the Lite version of this app. I downloaded it, and bought the full version a day later. It's well worth the stiffish price. Why do I like it? Well, for a start it does pretty well everything my three old apps did (multiple portfolios, heatmaps, breakdown of transactions, rate of return, clear summary views, pie graphs). It's configurable, you're not locked into a particular approach. You have a choice between FIFO and Average Cost on sales, for example, and you can choose whether you adjust your cash manually or let the app do it. These things matter to me. Data import and export are still a work in progress according to the developer, but I can already sync between iDevices using iCloud and import and export .CSV files using email for export and WiFi for import. This is a lifesaver. It took me just half a day to create and proof a .CSV file in Excel that transferred all my portfolio and transaction data across, and I'm rather out of practice. I know that any data I keep in this app can be exported whenever I choose to wherever I want in a format I can handle. Again, this is important to someone like me. I'm still getting used to the interface - it's intuitive, but needs a bit of familiarity to get everything done effortlessly. Swipes in particular need to be just right, which needs practice on a small screen. I'm getting better at it though… This is a very configurable app, suitable for grownups who know what they want to do. A lot of thought has obviously gone into it, and a lot of input must have come from people who actually manage their portfolios on a daily basis. This sort of thing is obvious to a (very) retired writer of software. I have a good feeling about this app and the highish price gives me some confidence that I will not be left high and dry whenever Apple or Google moves the goalposts, as is their accursed habit. I like this app, and I recommend it.
  • V4.11

    5
    By jonny_boy8
    Love this app, it keeps my portfolios in the format that I want to see them in not like other apps. I has very good historic data and if you can spend the time inputting all your previous transactions then you can see exactly what your financial position has been over time and make better investment decisions. This version seems very stable so far and I have found no problems with using it. The only niggle is perhaps the need to input dividend payments before dividend reinvestment as I don't use the cash counting function. Perhaps I might review that decision though in light of how good the app is at everything else. Accuracy of financial position is also very good as I have been running it side by side with two other portfolio management tools provided by my investment platforms.
  • Cool app

    4
    By KasperC
    A lot of cool features. However I am missing some stocks. Can’t find the danish Genmap for example, DK0010272202
  • A great portfolio tracker- easy to use and does what I need

    5
    By NiallEnright
    I attempted to use some of the other portfolio tracking tools and struggled to do even the simplest things - the were far too complex... this app does what I want - it tells me what my individual portfolios are worth and it is easy to buy/sell and add dividend payments...

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