Finance 2049 Portfolio Tracker

Finance 2049 Portfolio Tracker

Long-term investing tracker

5 ratings
4 reviews

Archived App (Last seen on 18 Sep 2026)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

Released
March 23, 2026
Updated
June 5, 2026

Features

Finance 2049 Portfolio Tracker screenshot #1 for iPhone
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Finance 2049 Portfolio Tracker screenshot #9 for iPhone
Finance 2049 Portfolio Tracker screenshot #10 for iPhone
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About

This app provides long-term investors with a clear view of their investment performance, tracking portfolio value, invested capital, and allocation. It offers accurate cost basis tracking and full transaction history for transparent insights. Designed for a focused, distraction-free experience, it helps users stay informed about their long-term strategy.

✓Clear portfolio overview
✓Accurate cost basis tracking
✓Full transaction and lot history
✓Performance analytics
✓Flexible import and full export
✓Private and local-first data storage
Show original description

What's New in Finance 2049 Portfolio Tracker

v1.0.0

June 5, 2026

# Added • Thesis Journal for tracking investment ideas and notes. • Ticker-specific news on stock pages. • 5Y stock chart range. # Fixed • Better modal scrolling and keyboard behavior. • Fixed duplicate asset search results. • Improved spacing on smaller screens. • Fixed empty Realized P&L chart range.

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User reviews

I built this app for myself!

Then I open-sourced it and made it public so others can use it as well! 🫡

Very clean and useful app

Very clean experience. It reminds me of Google Finance but with real analytics. Exactly what I needed.

Really good portfolio tracker!

Importing my transactions was very easy. Now I clearly see my performance and history in one place.

Super simple design

Design is super simple and easy to understand. I can check my portfolio in seconds.

Developer apps

FAQ

What is Finance 2049 Portfolio Tracker?

Finance 2049 Portfolio Tracker is an app designed for long-term investors to monitor their portfolio's performance, track invested capital, and understand asset allocation without trading noise or complexity.

How does Finance 2049 Portfolio Tracker track performance?

It provides a clear portfolio overview, accurate cost basis tracking, and full transaction history to give users transparent insight into their realized and unrealized gains and overall investment progress.

Can I import my investment data into Finance 2049 Portfolio Tracker?

Yes, you can import transactions from various file formats including XLSX, JSON, PDF, or images, making it easy to get started with tracking your existing portfolio.

Is my financial data secure with Finance 2049 Portfolio Tracker?

Yes, the app is built with a privacy-first approach and is local-first, meaning your portfolio data stays on your device and is not stored on external servers.

Does Finance 2049 Portfolio Tracker have ads?

No, Finance 2049 Portfolio Tracker is ad-free, allowing for a distraction-free experience focused solely on your investment performance.

What devices does Finance 2049 Portfolio Tracker support?

Currently, Finance 2049 Portfolio Tracker is available for iPhone devices.

How often is Finance 2049 Portfolio Tracker updated?

The latest version, v0.1.10, was released on March 25, 2026, indicating recent development and ongoing support for the application.

What is the user sentiment for Finance 2049 Portfolio Tracker?

The app has received a high rating of 5.0 stars from 3 ratings, suggesting a very positive initial reception from its users.