Finances - Your Portfolio

Finances - Your Portfolio

Everything in one place

2 ratings
2 reviews
Free

Details

  • Released
  • Updated
  • June 12, 2019
  • June 11, 2026

Features

Finances - Your Portfolio screenshot #1 for iPhone
Finances - Your Portfolio screenshot #2 for iPhone
Finances - Your Portfolio screenshot #3 for iPhone
Finances - Your Portfolio screenshot #4 for iPhone
Finances - Your Portfolio screenshot #5 for iPhone
Finances - Your Portfolio screenshot #6 for iPhone
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About

Easily track your financial assets and monitor their performance over time. Create and manage multiple portfolios with custom names, add or remove assets, and review historical values to understand your financial growth.

Create custom portfolios
Add and manage assets
Monitor all assets in one place
Update portfolio details
Track portfolio history
Manage multiple portfolios
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What's New in Finances

1.9.0

June 11, 2026

What's New • New portfolio history chart on the main screen, making it easier to track how your portfolio changes over time.

User reviews

Awesome, just needs customisation options

This app is awesome - simple and the job exactly like it shows. The app runs so smoothly too, you easily think you’re using a native apple app
Annoying that the portfolio balance is only in USD, wish there was a settings page so I could customise things more, like setting my portfolio balance to AUD, or editing portfolio names
If you work in USD tho, this app be perf for u
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Digital Assets

Any plan on including liabilities and digital assets such as BTC/ETH, if so a definite 5 ⭐️.

Developer apps

FAQ

How do I create a new portfolio in Finances?

You can create a new portfolio by tapping the option to create a new portfolio and giving it a custom name. This allows you to organize different types of assets separately.

Can I add different types of assets to my portfolio?

Yes, you can add and manage various assets within your created portfolios. The app allows you to update portfolio details and remove assets as needed.

Does Finances show how my portfolio has performed over time?

Yes, Finances provides a portfolio history feature. You can track how your portfolio changes over time and review historical values to understand its performance.

What devices is Finances available on?

Finances is available on iPhone, iPad, and iPod devices. It is designed for Apple's mobile ecosystem.

How often is Finances updated?

The latest version of Finances is 1.8.0, and it was last updated on December 23, 2025. Updates typically include improvements and new features.

What is the age rating for Finances?

Finances has an age rating of 4+. This indicates it is suitable for a wide audience, including younger users, due to its simple financial tracking nature.

Does Finances have ads?

No, Finances does not contain advertisements. It is a completely ad-free experience for users.

How secure is my financial data with Finances?

While the description does not detail specific security measures, the app focuses on personal portfolio tracking and does not require linking to bank accounts. Data is managed locally on your device.