| Developer: | Purescope Pty Ltd (1) | ||
| Price: | * Free | ||
| Rankings: | 0 | ||
| Reviews: | 0 Write a Review | ||
| Lists: | 1 + 0 | ||
| Points: | 0 + 374 (4.7) ¡ | ||
| Points +1 | |||
Description
Professional share portfolio manager and stock tracker.
Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone, iPad and Apple Watch, 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)
- Chart indicators: Moving Average
- 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, Cash Deposit, Cash Withdrawal, Interest, Fees
- 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 Average Cost accounting methods
- Multiple sorting options
- Alerts
- Watchlists
- 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 15 and above
- Apple Watch app included
A comprehensive stock portfolio tracker for iPhone, iPad and Apple Watch
Contains In-App Purchases.
Terms of Use: https://www.apple.com/legal/internet-services/itunes/appstore/dev/stdeula
Screenshots
What's new
- Version: 5.9
- Updated:
- - Fixed an issue with the Apple Watch app.
- Improved Support for Mac (macOS).
- Improved Instrument Search.
Price
-
* In-App Purchases - Today: Free
- Minimum: Free
- Maximum: $13.99
Track prices
Developer
- Purescope Pty Ltd
- Platforms: iOS Apps (1)
- Lists: 1 + 0
- Points: 0 + 374 ¡
- Rankings: 0
- Reviews: 0
- Discounts: 0
- Videos: 0
- RSS: Subscribe
Points
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Rankings
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Lists
- (89) Freemium
- 286 Mifune Mika
- 26
Reviews
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Additional Information
Contacts
- Website:
http://www.iportfoliotrader.com
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