# CostBasis

> CostBasis (iPhone/iPad app by Jide Huang.)

- Source: https://appshunter.io/ios/app/costbasis/id6775174436 (this page in markdown: same URL + `.md`)
- Developer: [Jide Huang](https://appshunter.io/developer/6774363908)
- Category: Finance, Productivity
- Price: $2.99
- Age rating: 12+
- Requires: iOS 17.0 · 5 MB
- Languages: American English, Japanese, Korean, European Portuguese, Chinese (Simplified, China), European Spanish, Chinese (Traditional, Taiwan)
- Released: 2026-06-05
- Data updated: 2026-10-12

## What is CostBasis?

CostBasis is a simple stock portfolio and cost basis tracker built for personal investors who want clear records of their trades, holdings, and performance.

Manage stocks, brokers, and accounts, record buy and sell trades, and automatically calculate position quantity, total cost, average cost, market value, unrealized profit/loss, realized gains, and return percentages. The app supports multiple accounts, multiple currencies, and home-currency cost tracking.

Key features:

Stock, broker, and account management
Buy and sell trade records
Holdings and cost basis summaries
Realized profit/loss tracking
Unrealized profit/loss and return percentage
Summary views by stock, account, or broker
Multi-currency support with home currency settings
Stock quote refresh via Yahoo Finance
Google Drive data sync
Excel export
English and Simplified Chinese language options
Privacy mode to hide financial amounts
CostBasis is designed for personal tracking and record keeping. It does not provide investment advice. Market data and calculations are for reference only.

## Is CostBasis safe?

Not enough ratings yet to assess CostBasis.

## Is CostBasis legit?

CostBasis has limited verification signals. The AppsHunter Legitimacy Score for CostBasis is 58 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 5 releases)

### 1.8 — 2026-08-19

Performance improvements and bug fixes.

### 1.7 — 2026-08-06

Performance improvements and bug fixes.

### 1.6 — 2026-08-05

Bug fixes and performance improvements

### 1.5 — 2026-08-02

Improved transaction, cost basis, and profit calculations.
with more accurate currency conversion.
 faster market data updates and enhanced overall performance and stability.

### 1.4 — 2026-07-10

Added Daily P/L to help you quickly track day-to-day portfolio movement.
Added Profit Analysis with realized, unrealized, dividend, and fee/tax breakdowns.
Added Risk Summary, including top holding, top 5 concentration, sector, country, and currency exposure.
General stability and performance improvements.

## More apps by Jide Huang

- [升级：卡牌游戏](https://appshunter.io/ios/app/id6774363906)
- [Gomoku AI](https://appshunter.io/ios/app/gomoku-ai/id6774371774)
- [YouYu](https://appshunter.io/ios/app/youyu/id6775775647)

All apps by Jide Huang: https://appshunter.io/developer/6774363908

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-12.*