Portfolio - Monitor Stocks

Portfolio - Monitor Stocks

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Portfolio - Monitor Stocks: Your Unified Dashboard for Every Investment

Stop switching apps. Track your stocks, crypto, and ETFs in one place with automated dividend updates and professional-grade performance analytics.

Download on App Store

Publisher

Raphael Odermatt

Category

Finance

Downloads

2K+

User Rating

4.3/5

Total Ratings

400

Locales

3

Your Financial Command Center

Discover the interface used by 2K+ users.

Stock portfolio monitor app displaying investment values and gains.

Stock portfolio monitor app displaying investment values and gains.

Dashboard view of an investment portfolio showing stock symbols, price cost, daily gains, and total profit and loss.

Dashboard view of an investment portfolio showing stock symbols, price cost, daily gains, and total profit and loss.

Search screen for stocks in the Portfolio app showing list of equity results including Apple and Blue Apron

Search screen for stocks in the Portfolio app showing list of equity results including Apple and Blue Apron

Stock position entry screen for AAPL showing shares price and acquired date

Stock position entry screen for AAPL showing shares price and acquired date

A bar chart displaying annual realized gains and dividends in USD within the Portfolio app

A bar chart displaying annual realized gains and dividends in USD within the Portfolio app

Your Complete Investment Command Center

The tools that make this app stand out, trusted by 2K+ users.

📊

Unified Multi-Asset Tracking

Consolidate your fragmented portfolios into one source of truth. Monitor stocks, ETFs, and cryptocurrencies across multiple accounts in a single dashboard.

💰

Automated Dividend Monitoring

Track your passive income effortlessly. Get automatic imports and continuous updates on dividend payments, ensuring you never miss a payout or yield change.

⚖️

Deep Performance Analytics

Master your P&L with precision. Analyze total gains, losses, and realized returns while factoring in currency conversions, historical rates, and transaction fees.

About the app

Everything you need to know about Portfolio - Monitor Stocks.

Description

Monitor the performance of your portfolio: Current asset value, daily changes, total P&L. Create watchlists to keep an eye on interesting stocks. Features: - Manage multiple portfolios, add stock positions to portfolio - Profit & Loss (P&L) views both on portfolio and single positions - Daily change - Daily gain / loss - Dividend updates: Automatic import and continuous update of dividend payments for most stocks - Graphical statistics of the yearly realised gain/loss. - Automatic update of share prices, indices, ETFs - Consider of dividends, fees and sold positions in P&L - Currency conversion incl. historical exchange rates - Add custom exchange rates and custom assets - Cryptocurrencies Available upgrades with subscriptions: * 'Unlimited Portfolios': $1.99 per 3 months Create unlimited number of portfolios. * 'All advanced features': $4.99 per 6 months Create unlimited number of portfolios, remove ads. - Payment will be charged to iTunes Account at confirmation of purchase - Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period - Account will be charged for renewal within 24-hours prior to the end of the current period, and identify the cost of the renewal - Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase
 - Any unused portion of a free trial period, if offered, will be forfeited when the user purchases a subscription to that publication Privacy policy: https://www.bitcommander.ch/privacy-policy Terms of use: https://www.bitcommander.ch/terms-of-use-portfolio

Latest Version

6.4

Size

24.7 MB

First Released

Mar 8, 2017

Master Your Investments in One Unified View

Join thousands of data-driven investors who use Portfolio to automate dividend tracking, analyze P&L, and monitor their total net worth across stocks and crypto.

Download on App Store

App information, icons, screenshots, and descriptions displayed on this page are sourced from the Apple App Store and are the property of their respective developers. Download estimates and rankings are based on MWM's proprietary models and may not reflect actual figures. This page is provided for informational and analytical purposes only.

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