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.

Professional Portfolio Management

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 (separate stock tracker)
• Optional iCloud sync between devices
• Portfolio Import/Export feature for importing large portfolios directly from a text file
• Touch ID / Face ID / Password lock
• Multiple color schemes
• Includes Apple Watch App
• Supports iOS 9 and above

A comprehensive stock portfolio tracker for iPhone, iPad and Apple Watch.

Track your portfolios on the go with the new Apple Watch app

• Syncs automatically with iPhone
• After synchronisation, runs independently of iPhone
• Supports Apple Watch Series 3 or later