Moment: Stock Portfolio
Investment & Stock Tracker
About
Consolidate all your investments from various accounts into a single, private dashboard. Track stocks, analyze performance with interactive charts, and gain insights into your portfolio's industry and tax exposure. Capture investment decisions and research notes privately.
What's New in Moment
1.0.22
September 9, 2026
Adding your first stock from Discover now confirms it with a button that takes you straight to your holdings, instead of a message that fades on its own. Behind the scenes: Moment now records how long an install has been in use, in broad groups, so steady growth can be told apart from people who try it once. Counts only — no personal information and nothing about your portfolio leaves the device.
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FAQ
How secure is Moment for tracking my investments?
Moment is designed with privacy as a core principle. It utilizes Sign in with Apple and allows manual entry of positions, eliminating the need for brokerage logins. Your data is stored on your device first and synced when online, enhancing security.
Does Moment support all types of investment accounts?
Moment allows you to organize holdings into various account types, including brokerage, Roth IRA, SEP IRA, 401(k), and HSA. This flexibility helps in getting a comprehensive view of your entire financial picture.
Can I see how my portfolio is performing over time with Moment?
Yes, Moment features an interactive chart that allows you to press and drag to view your portfolio's value on any past day. This provides a dynamic way to analyze historical performance and trends.
Does Moment have ads?
No, Moment is completely ad-free. The app explicitly states 'No ads' and is available for free without any advertisements.
What kind of insights can I get from Moment about my portfolio?
Moment offers smart breakdowns that show your holdings by industry (e.g., tech, healthcare), by account tax type (Roth, IRA, brokerage), and by index exposure (e.g., S&P 500, Nasdaq).
Is Moment available on devices other than iPhone?
Based on the provided data, Moment is currently supported on iPhone devices. Information regarding availability on other platforms like Android or desktop is not specified.
How often is Moment updated?
The latest version of Moment was released on August 6, 2026, indicating active development. While specific update frequency isn't detailed, the recent update suggests ongoing maintenance and improvements.
What is the user sentiment for Moment?
Moment has received a perfect 5.0-star rating from one review, indicating highly positive user sentiment. This suggests users are very satisfied with its features and functionality.