Portfolio Trader-Stock Tracker

com.purescope.PortfolioTrader

Total installs
50,000+
Rating
4.6(397 reviews)
Released
December 14, 2012
Last updated
April 10, 2024
Category
Finance
Developer
Purescope Pty Ltd
Developer details
Name
Purescope Pty Ltd
E-mail
unknown
Website
http://www.iportfoliotrader.com
Country
unknown
Address
unknown
iOS SDKs
  • No items.

Screenshots

Portfolio Trader-Stock Tracker Screenshot 1 - AppWisp.com
Portfolio Trader-Stock Tracker Screenshot 2 - AppWisp.com
Portfolio Trader-Stock Tracker Screenshot 3 - AppWisp.com
Portfolio Trader-Stock Tracker Screenshot 4 - AppWisp.com

Description

* Includes Apple Watch App

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