IngeniPortfolio

IngeniPortfolio

Personal Portfolio Manager

0 ratings
Free
With Ads

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Details

Released
August 25, 2026
Updated
October 8, 2026
IngeniPortfolio screenshot #1 for iPhone
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About

IngeniPortfolio is a portfolio tracking app for recording and reviewing your stock investment activity. Track buy, sell, dividend, and stock split transactions, then review your portfolio by stock, account, and currency. IngeniPortfolio helps you organize your investment records and understand your portfolio activity through summaries, charts, and transaction history. **Features** • **Transaction tracking** Record buy, sell, dividend, and stock split transactions. • **Holdings overview** View current holdings and previously held stocks. • **Gains tracking** Review realized and unrealized gains across your portfolio. • **Dividend tracking** Track dividend payments and review dividend activity by stock, month, currency, and account. • **Portfolio charts** View charts for investment activity, dividends, stock allocation, account allocation, and currency breakdowns. • **Account organization** Organize investments by account type and review activity across your accounts. • **Currency support** Track transactions in their trade currency and choose a preferred currency for portfolio summaries. • **Google Sheets sync** Connect your own Google Sheet to back up your portfolio data, review records outside the app, and access your spreadsheet from other devices. • **Market value support** Use Google Sheets integration to update market prices and view current portfolio values when data is available. • **Local-only mode** Use IngeniPortfolio without Google Sheets sync and keep your portfolio data on your device. IngeniPortfolio is designed for investors who want a practical way to organize trades, monitor holdings, review dividends, and analyze portfolio activity without managing everything manually in a spreadsheet.
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What's New in IngeniPortfolio

1.1.0

October 8, 2026

Welcome to IngeniPortfolio! • Modernized look and feel with enhanced Dark Mode contrast • Cleaner, streamlined bottom navigation • Improved international keyboard decimal input support • Enhanced filter and sort controls • General performance enhancements and bug fixes

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