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Equira Portfolio Manager Tools

Equira Portfolio Manager Tools

Stocks, Growth & Analytics

14 ratings
6 reviews
💰 Finance
Free
In-App Purchases

Details

Released
September 14, 2025
Updated
October 16, 2026

Developer

Equira LLC
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About

Consolidate all your investments, including stocks, crypto, and ETFs, in one intuitive platform. Monitor performance with live pricing, clear charts, and detailed analytics. Securely connect accounts or manage holdings manually for a comprehensive overview of your financial assets.

✓Track stocks, crypto, ETFs, funds, and more
✓Monitor portfolio value and daily changes
✓View asset allocation breakdowns
✓Follow upcoming dividends
✓Explore insider transaction activity
✓Create watchlists and price alerts
✓Sync accounts or manage manually
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What's New in Equira Portfolio Manager Tools

3.1.0

October 16, 2026

What's New: - Portfolio Details: See your portfolio's value over time, its allocation and every holding in one detailed view. - Benchmark: Compare your portfolio's growth with the S&P 500 and the Nasdaq Composite in Insights. - Purchase Date: Add a purchase date to holdings you enter manually for a more accurate dividend history. - Precious Metal Unit: Show your gold and silver totals in grams or troy ounces. Change it in Profile → Currency & Units. - Faster Responses: Our servers now respond faster when you add or edit holdings, update your watchlist or manage price alerts. Fixed Issues: - Fixed an issue where a warning could say your portfolio wasn't updated right after you added a holding manually. - Fixed an issue where upcoming dividends didn't load for some large portfolios. - Fixed text being cut off in the Realized Gains info pop-up at larger text sizes.

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Subscriptions & In-App Purchases

Equira Plus Annual

Equira's Annual Subscription

$24.991 Year
7 Days trial
Price Updates
November 12, 2026→$24.99
January 19, 2026→$39.99
December 7, 2025→$99.99
October 26, 2025→$99.99
How to cancel Equira Portfolio Manager Tools subscription ⁉️

User reviews

Most RecentHighest RatedLowest Rated

Wow! Fantastic!

This app has everything you would need to manage your investments. History, dividends, Performance Measurements, Insider Trading….truly an impressive piece of work….well Done!
JJcabrer

Great App

Portfolio layout is well designed and easy to use!
AFArt Freelancer

Very good!

First impressions are very positive. I downloaded the app today and have been exploring it for a few hours. It’s clean, fast, and seems well thought out. Too early to comment on all the features, but so far I’m happy with it.
WWolf_walker

An excellent application for investment and other financial purposes.

This is an excellent application. I look forward to seeing its continued improvement and success.
AAnaicc

Excellent app!

I keep track of all my financial information in a single app. Has a lot useful features even biometric lock your information. Very nice!
PPyramidStones

FAQ

What types of investments can I track with Equira?

Equira allows you to track a wide range of investments including stocks, ETFs, funds, cryptocurrencies, gold, cash, and custom assets. This comprehensive approach ensures all your financial holdings are monitored in one place.

How does Equira ensure the security of my investment accounts?

Equira utilizes Plaid for secure account connections, a trusted third-party service known for its robust security measures. You also have the option to manually add your holdings if you prefer not to link accounts.

What are the subscription options for Equira Plus?

Equira offers two subscription plans: Equira Plus Monthly at $4.99 per month and Equira Plus Annual at $39.99 per year. The annual plan includes a 7-day free trial.

How often is Equira updated?

The latest version of Equira is 2.6.0, which was last updated on May 25, 2026. This indicates a commitment to regular updates and improvements for the application.

What devices does Equira support?

Currently, Equira is supported on iPhone devices. This means users with iPhones can access and utilize its portfolio management features.

What is the age rating for Equira?

Equira has an age rating of 12+. This suggests the content and functionality are deemed appropriate for users aged 12 and above.

Does Equira have ads?

No, Equira does not contain advertisements. The application is designed to provide a clean and focused user experience without any ad interruptions.

What makes Equira stand out from other portfolio managers?

Equira is designed for clarity, featuring elegant charts, focused dashboards, and practical analytics without clutter. It aims to make understanding historical performance and current holdings straightforward.