# Finance 2049 Portfolio Tracker — Long-term investing tracker

> Long-term investment portfolio tracker with clear performance analytics and private data storage. (iPhone/iPad app by Lomsa, LLC.)

- Source: https://appshunter.io/ios/app/finance-2049-portfolio-tracker/id6759679178 (this page in markdown: same URL + `.md`)
- Developer: [Lomsa, LLC](https://appshunter.io/developer/1818408825)
- Category: Finance, Productivity
- Price: Free
- Rating: 4.20/5 from 5 App Store ratings · 4 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 47 MB
- Languages: English
- Released: 2026-03-23
- Data updated: 2026-06-28
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/finance-2049-portfolio-tracker/id6759679178/reviews.md

## What is Finance 2049 Portfolio Tracker?

Finance 2049 is a portfolio tracking app for long-term investors who want clarity on real performance - without trading noise, complexity, or paywalls.

Inspired by the simplicity of Google Finance, Finance 2049 helps you understand how your investments are actually performing over time. Track your portfolio value, invested capital, gains, and allocation in one calm and focused interface.

Whether you invest in individual stocks or build diversified portfolios, Finance 2049 gives you the essential tools to stay informed and confident in your long-term strategy.

# Key features:

- Clear portfolio overview
See total portfolio value, long-term performance, and allocation across positions in a simple, distraction-free dashboard.

- Accurate cost basis tracking
Know exactly how much you invested. Track realized and unrealized gains with precise calculations.

- Full transaction and lot history
Every trade is recorded and positions are tracked by individual entries for transparent performance insight.

- Performance analytics
Understand total return, asset contribution, and long-term investment progress without complex charts or trading tools.

- Flexible import and full export
Import transactions from files such as CSV, XLSX, JSON, PDF, or images. Export your complete portfolio data anytime.

- Private and local-first
Your portfolio data stays on your device. Finance 2049 is built with a privacy-first approach and works without subscriptions.

Finance 2049 is designed for investors who want a clean, reliable way to track their investments and focus on long-term wealth building.

## Key features

- 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

## Recent user reviews (4 of 4)

All indexed reviews: https://appshunter.io/ios/app/finance-2049-portfolio-tracker/id6759679178/reviews.md

### 5/5 — I built this app for myself!

*2026-03-27*

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

### 5/5 — Very clean and useful app

*2026-03-26*

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

### 5/5 — Really good portfolio tracker!

*2026-03-26*

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

### 5/5 — Super simple design

*2026-03-24*

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

## Frequently asked questions about Finance 2049 Portfolio Tracker

### 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.

## Version history (last 5 releases)

### v1.0.0 — 2026-06-05

# 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.

### v0.3.4 — 2026-05-21

• Added Push notifications with a Settings toggle and test notification support.
• Added In-App Messaging with user control from Settings.
• Added notification deep links for stocks, portfolio, import results, and news.
• Added self-hosting setup docs for Supabase, Firebase, APNs, and production builds.

### v0.3.1 — 2026-05-05

• Fixed minor bugs
• Updated dependencies

### v0.1.10 — 2026-03-25

• Fixed several minor bugs and improved overall performance.
• Added Crashlytics and analytics to better detect issues and enhance app stability.

### 0.1.1 — 2026-03-23

No release notes.

## More apps by Lomsa, LLC

- [Myvisa: US Tourist Visa Guide](https://appshunter.io/ios/app/myvisa-us-tourist-visa-guide/id6746768285)

All apps by Lomsa, LLC: https://appshunter.io/developer/1818408825

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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 2026-06-28.*
