Portfolio Trader User Reviews

Top reviews

Best Portfolio Tracker Out There

Used PortfolioLive for last 7 years and loved it but this one comes very close in ability to track your portfolios accurately plus I can now merge my various accounts to get a better overall view of my investments.

Great app

Just what I was looking for! Easy to use, intuitive screens. Best of all I can sort my holdings into meaningful portfolios according to my different stock strategies and track their status and results. Very quick price updates during market hours. Great various views of positions. Well worth the money.
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Great app and even better support !

I've tried a few lower cost stock tracking apps and they either lacked functionality or were unreliable and support was terrible. Portfolio Trader does pretty much everything I need it to do really well and support is really good - you even get an alert to possible issues and upgrades work perfectly. PT is really worth the cost !!!
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Best portfolio tracker

I have tried several other paid and non paid products as well as numerous spreadsheet iterations but this is the simplest to use day to day.

If you have a number of stocks and funds in your portfolio it does take a time to load but once this one off task is complete you then have tracking available at the click of a button (if the prices for instruments you hold are held by either Google or Yahoo.)
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Best app for tracking multiple portfolios

I tried several apps and found this to be the best. Tech support was tops. High marks. Tracks multiple profiles which is the best app if you have multiple accounts and want to see the rate of return on each account.

Excellent

Takes a little time to learn to take advantage of the many screens but once you get used to the navigation itโ€™s great. I keep track of 4-5 portfolios including cash, margin and more than 100 positions. Would be great to keep track of options too, but I have not seen a portfolio program that is not attached to your brokerage firm that does. Colors and pie charts helps you focus on gains and losses individually, through out portfolio and collectively with all portfolios
I love it
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Mostly good

I am sad that google sort of screwed the pooch by getting rid of portfolios on google finance. Kind of hoped that they would have improved it by importing account information. That being said this app is the closest thing I can find to ideal. Having an app I can check daily for current stock info and that I can use for filling out personal financial statements is what Iโ€™m after. Still not perfect but better than all Iโ€™ve used. Again disappointing when you enter all of your data in these apps then they donโ€™t perform. Mostly good so far
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Great!

Like other reviews I have tried a number of apps to track my portfolios. This is by far the best Iโ€™ve used. Comprehensive and intuitive, and unlike other apps, doesnโ€™t require expensive monthly plans to get the most out of it. Do yourself a favorite and get it.

The

I've tried many portfolio trackers, and liked few. This is the one I've ended up using. Handles multiple currencies / exchanges / portfolios well, and gives a flexible view at whatever level of detail you wish, right up to a consolidated overview of all portfolios.

Works on both iPhone and iPad elegantly, and synchronises between devices through iCloud.

Good stuff.
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Excellent App for keeping track of my Superfund

Iโ€™ve used a number of apps over the years to keep track of my portfolio. This one is the best by far. It cost me $22 and best money Iโ€™ve spent. It keeps track of my ASX stocks as well as my NYSE stocks. It gives me daily gains/losses as well as historical info. Even my wife is able to keep track of our Superfund on daily basis. Well done to the team who developed this. I wish you continued success !
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