# Investment Portfolio — All your assets in one place

> Personal finance app for tracking diverse investment assets and transactions. (iPhone/iPad app by Pawel Wiszenko.)

- Source: https://appshunter.io/ios/app/investment-portfolio/id1508796050 (this page in markdown: same URL + `.md`)
- Developer: [Pawel Wiszenko](https://appshunter.io/developer/1221075218)
- Category: Finance, Business
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 15.0 · 10 MB
- Languages: American English
- Released: 2020-09-09
- Data updated: 2026-08-19
- Monetization: freemium
- User reviews in markdown: https://appshunter.io/ios/app/investment-portfolio/id1508796050/reviews.md

## What is Investment Portfolio?

Track all your assets with Investment Portfolio. Whether it's equities, currencies, cryptocurrencies, commodities, ETFs or stock indices - we've got you covered.

We never collect your data. All your personal information (including entered transactions) stays with you.


KEY FEATURES

* Add various assets to your portfolio - you can choose between equities, currencies, cryptocurrencies, commodities, exchange traded funds (ETFs) and stock indices.

* Add transactions to your portfolio and see how much you've earned in different currencies.

* Display prices in up to three different currencies at once. With a single tap switch between US Dollar ($), Euro (€) and the default currency of your choice.

* See statistics for your whole portfolio, specific categories or individual assets.

* Use the app in either light or dark mode.


FEEDBACK

We'd love to hear from you. You can send us feedback here:
* https://tersacore.com/contact

----------------------------

Investment Portfolio Premium service is available as a 1 month or a 1 year renewable subscription. Payment will be charged to your iTunes Account at confirmation of purchase. Auto-renewable subscriptions automatically renew unless auto-renew is turned off at least 24-hours before the end of the current period. Subscriptions and auto-renewal may be managed by going to your Account Settings after purchase. 

Terms of Use: https://tersacore.com/investment-portfolio/terms
Privacy Policy: https://tersacore.com/investment-portfolio/privacy

## Key features

- Track equities, currencies, crypto, commodities, ETFs, and indices
- Add and manage transactions
- Display prices in multiple currencies
- View portfolio and asset statistics
- Light and dark mode options
- Data privacy focused

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Premium (1 Month) | $0.99 | per month |
| Premium (1 Year) | $5.99 | per year |


## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/investment-portfolio/id1508796050/reviews.md

### 4/5 — BROKEN

*2023-11-27*

Looks ok but when I try to imput how much and at what price I brought a stock it just says the data is missing

**Developer response:** Thank you for your response. The error was caused by the third-party API and is already fixed in version 3.4

## Frequently asked questions about Investment Portfolio

### What types of assets can I track with Investment Portfolio?

Investment Portfolio allows you to track a comprehensive range of assets including equities, currencies, cryptocurrencies, commodities, exchange-traded funds (ETFs), and stock indices. This broad support ensures you can consolidate most of your financial holdings.

### How does Investment Portfolio handle my personal data?

The app prioritizes user privacy by stating it never collects your data. All personal information, including entered transactions, remains exclusively with you, ensuring a secure and private tracking experience.

### Can I view my portfolio performance in different currencies?

Yes, Investment Portfolio enables you to display prices in up to three different currencies simultaneously. You can easily switch between US Dollar ($), Euro (€), and a default currency of your choice with a single tap.

### What are the subscription options for Investment Portfolio Premium?

Investment Portfolio Premium is available as a renewable subscription with two options: a 1-month plan for $0.99 and a 1-year plan for $5.99. Payments are processed through your iTunes Account, and auto-renewal can be managed in your account settings.

### Is Investment Portfolio available on different devices?

Investment Portfolio is currently supported on iPhone and iPod devices. The app is designed to provide a seamless experience on these Apple mobile platforms.

### How often is Investment Portfolio updated?

The app was last updated on March 31, 2024, indicating regular maintenance and potential feature additions. The latest version is 3.5, suggesting ongoing development and support from the developer.

### What is the age rating for Investment Portfolio?

Investment Portfolio has an age rating of 4+, making it suitable for a wide range of users. This rating suggests the content is appropriate for young children and general audiences.

### Does Investment Portfolio have ads?

No, Investment Portfolio does not contain advertisements. The app is free to use and offers an ad-free experience, with an optional premium subscription for enhanced features.

## Version history (last 5 releases)

### 3.5 — 2024-03-31

* Various enhancements and bug fixes

### 3.4 — 2023-12-01

* Fixed errors when adding or updating transactions
* Various enhancements and bug fixes

### 3.3 — 2022-01-04

* Minor UI redesign
* Various enhancements and bug fixes

### 3.2 — 2021-10-25

* Updated to iOS 15
* Various enhancements and bug fixes

### 3.1 — 2021-06-20

* Various enhancements and bug fixes

## Apps similar to Investment Portfolio

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Simple Stocks](https://appshunter.io/ios/app/simple-stocks/id1560490516) | 4.6 (93) | Free | Finance |
| [Portfolio Tracking](https://appshunter.io/ios/app/portfolio-tracking/id6451067995) | — | Free | Finance |
| [Money Bonsai Net Worth Tracker](https://appshunter.io/ios/app/money-bonsai-net-worth-tracker/id1579095786) | 4.5 (10) | Free | Finance |
| [Portfolio - Monitor Stocks](https://appshunter.io/ios/app/portfolio-monitor-stocks/id1137454363) | 4.3 (58) | Free | Finance |
| [Consider: Stock Portfolio](https://appshunter.io/ios/app/consider-stock-portfolio/id6738743149) | 5.0 (7) | Free | Finance |
| [Finances - Your Portfolio](https://appshunter.io/ios/app/finances-your-portfolio/id1466881349) | 4.5 (2) | Free | Finance |

## More apps by Pawel Wiszenko

- [Vastlands](https://appshunter.io/ios/app/vastlands/id1221075219)
- [Aritio — Beautiful Calculator](https://appshunter.io/ios/app/aritio-beautiful-calculator/id1223337836)
- [Milionerzy](https://appshunter.io/ios/app/milionerzy/id1225524269)
- [Vitario — Unique Resume](https://appshunter.io/ios/app/vitario-unique-resume/id1535471619)
- [Regno — Civilization Drafter](https://appshunter.io/ios/app/regno-civilization-drafter/id1540278469)

All apps by Pawel Wiszenko: https://appshunter.io/developer/1221075218

## Related topics

[investment portfolio](https://appshunter.io/ios/topics/investment-portfolio) · [portfolio tracker realtime](https://appshunter.io/ios/topics/portfolio-tracker-realtime)

---

*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 2026-08-19.*
