Portfolio Trader Lite - Stocks | Panload

Professional share portfolio manager and stock tracker.

Please Note: This is the FREE Lite version of the separate app 'Portfolio Trader'.

Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone and iPad, 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.

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

- Optional iCloud sync between devices

- Portfolio Import/Export feature for importing large portfolios directly from a local PC file

- Touch ID / Password lock

- Multiple color schemes

- Supports iOS 9 and above

A comprehensive stock portfolio tracker for iPhone and iPad.

The Lite version is limited to 3 holdings. (free app)

The full version has unlimited functionality.