About Portfolio Trader
A stock portfolio tracking application for iPhone, iPad, and Apple Watch. It provides in-depth analysis of share holdings and other investments, with features for tracking profit and loss, viewing performance charts, and managing transactions.
Portfolio Trader by Purescope is a stock portfolio tracking app designed for iOS and Apple Watch users. It allows both casual investors and professional traders to manage and analyze their investments. The app offers comprehensive features including multiple profit and loss views, interactive instrument charts, and portfolio performance tracking against major indices. It supports multiple currencies, a full transaction history, and iCloud synchronization across devices. Users can also import and export data via CSV and set price alerts. The app is available on the App Store and is free for small portfolios, indicating a free tier is available. It is a mobile-first solution focused on the Apple ecosystem.
Pros & Cons
- Provides comprehensive portfolio tracking across iPhone, iPad, and Apple Watch.
- Supports multi-currency portfolios with automatic conversions.
- Offers both money-weighted and time-weighted return calculations for performance analysis.
- Allows data import and export via CSV files.
- Free to use for small portfolios.
- Exclusively available on Apple devices (iPhone, iPad, Apple Watch), with no Android or web version mentioned.
- The official website does not provide detailed pricing information beyond 'Free for small portfolios'.
Features
Key features
Track daily gain, unrealized, realized, and total gain at position, portfolio, and all-portfolios levels.
Analyze price history and trends with interactive charts across various time periods.
View portfolio history charts with comparisons against major indices, supporting both Money-Weighted and Time-Weighted returns.
Manage holdings and portfolios in multiple currencies with instant rate conversions.
Record buy, sell, dividend, split, and other transaction types for a complete history.
Seamlessly synchronize portfolio data across all Apple devices.
Set and receive notifications for target prices on any instrument.
Additional features
Track portfolios on the go directly from an Apple Watch.
Import portfolio data and transactions from a CSV file and export for backup or external analysis.
Pricing
Countries & Languages
Interface languages
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About Portfolio Trader
A stock portfolio tracking application for iPhone, iPad, and Apple Watch. It provides in-depth analysis of share holdings and other investments, with features for tracking profit and loss, viewing performance charts, and managing transactions.
Portfolio Trader Details
Portfolio Trader's In-App Market Place
Does Portfolio Trader have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
Pros & Cons
- Provides comprehensive portfolio tracking across iPhone, iPad, and Apple Watch.
- Supports multi-currency portfolios with automatic conversions.
- Offers both money-weighted and time-weighted return calculations for performance analysis.
- Allows data import and export via CSV files.
- Free to use for small portfolios.
- Exclusively available on Apple devices (iPhone, iPad, Apple Watch), with no Android or web version mentioned.
- The official website does not provide detailed pricing information beyond 'Free for small portfolios'.
Portfolio Trader's Support Options
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