Used Portfolio Trader - Stock Tracker & Trading Manager for iOS?


Portfolio Trader - Stock Tracker & Trading Manager Analysis

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Not written by CNET Staff.

Portfolio Trader - Stock Tracker is a versatile application designed for iPhone, iPad, and Apple Watch users who need detailed management of their stock portfolios. The app allows users to track multiple portfolios across various currencies and provides a range of Profit & Loss (P&L) views, including price, value, daily gain, and total gain. Its user-friendly interface supports easy navigation with swipe or tap gestures, making it accessible for both professional traders and casual investors.

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The application offers an array of features, such as individual charts for each stock, portfolio history comparisons, and heat maps for price changes. Users can perform various transaction types, including buying and selling stocks, managing dividends, and more. With additional functionalities like alerts, watchlists, iCloud sync, and security options like Touch ID and Face ID, Portfolio Trader ensures a comprehensive and secure experience for managing investments.

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Used Portfolio Trader - Stock Tracker & Trading Manager for iOS?


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Full Specifications

GENERAL
Release
Latest update
Version
5.8
OPERATING SYSTEMS
Platform
iOS
Operating System
iOS 16.4
POPULARITY
Total Downloads
33
Downloads Last Week
0

Report Software

Last Updated


Developer’s Description

Professional share portfolio manager and stock tracker.
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.

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AI Assisted Content Disclosure

Content created and reviewed by Softonic with information obtained from Purescope Pty Ltd, using AI.

CNET's editorial team was not involved in the creation of this content. Opinions, analysis and reviews were not provided by CNET.