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 multi-currency support with real-time rate conversions for global holdings
- Includes both time-weighted and money-weighted return comparisons against indices
- Syncs portfolio data automatically across iOS, iPadOS, macOS, and Apple Watch devices
- Offers customizable accounting cost methods like FIFO and average cost for accurate tracking
- Supports complete transaction tracking for dividends, splits, buys, and capital returns
- In-app unlocked features require paid upgrades beyond basic free portfolio limits
- Does not feature automated news feeds or integrated fundamental analysis screeners
- Lacks real-time collaboration features for joint or multi-user managed portfolio access
- No built-in tax reporting software features for automated regional tax submission form generation
- Limited financial instrument coverage for select obscure funds or unlisted assets
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
Enables creation of custom lists to monitor target stocks and market trends.
Interactive charts across various time periods with optional moving average indicators.
Displays Daily Gain, Unrealized, Realized, and Total Gain at position, portfolio, and all-portfolios levels.
Holds positions in multiple currencies with instant exchange rate conversions.
Tracks Buy, Sell, Dividend, Dividend Reinvestment, Capital Return, and Split transaction types.
Supports bulk CSV file import and export of portfolio data for external analysis or backup.
Provides seamless synchronisation across iPhone, iPad, Mac, and Apple Watch devices.
Delivers system notifications when market instruments reach user-defined target thresholds.
Tracks liquidity and available cash directly within the portfolio environment.
History charts with comparisons against major market indices using Money-Weighted and Time-Weighted returns.
Allows customizable cost basis calculation options for accurate tax tracking.
Pricing
Countries & Languages
Interface languages
Billing currencies
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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
GBP, AUD, CAD, JPY, CHF, ZAR
Pros & Cons
- Provides multi-currency support with real-time rate conversions for global holdings
- Includes both time-weighted and money-weighted return comparisons against indices
- Syncs portfolio data automatically across iOS, iPadOS, macOS, and Apple Watch devices
- Offers customizable accounting cost methods like FIFO and average cost for accurate tracking
- Supports complete transaction tracking for dividends, splits, buys, and capital returns
- In-app unlocked features require paid upgrades beyond basic free portfolio limits
- Does not feature automated news feeds or integrated fundamental analysis screeners
- Lacks real-time collaboration features for joint or multi-user managed portfolio access
- No built-in tax reporting software features for automated regional tax submission form generation
- Limited financial instrument coverage for select obscure funds or unlisted assets
Portfolio Trader's Support Options
Email Address
admin@purescope.comPortfolio Trader's Alternatives
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