A PERSONAL PORTFOLIO TRACKER
Your portfolio.
In perspective.
Holdings, transactions and the numbers that matter. A simpler view of what you own.
Explore the detailsMade for iPhone. Built around your records.
A CLEARER ROUTINE
A few good habits.
A better overview.
Keep the details together, so the bigger picture is easier to see.
- 01
Record what you own
Add your holdings and transactions, including the fees. Keep every position in one place.
- 02
Keep your numbers current
Update prices on your terms. See value, average cost and realized profit or loss in USD.
- 03
See the shape of your portfolio
Review allocation and save value snapshots as your records change.
STORED ON YOUR DEVICE
Your records.
Within reach.
Your portfolio stays in local storage. Save a backup, move it to another device, or restore it when you need it.
Do prices update automatically?
No. You enter prices manually. The tracker uses your latest saved prices to calculate portfolio value.
Does it connect to my bank?
No bank or brokerage connection is needed. The tracker records your entries and does not hold funds or execute trades.
What happens if I change devices?
Export a backup from Settings, then restore it on the other device. Records do not sync automatically, so keep a recent backup.