# Moment: Stock Portfolio — Investment & Stock Tracker > Private stock portfolio tracker for multi-account investors. (iPhone/iPad app by john mckenna.) - Source: https://appshunter.io/ios/app/moment-stock-portfolio/id6769492753 (this page in markdown: same URL + `.md`) - Developer: [john mckenna](https://appshunter.io/developer/1313137362) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 18.0 · 4 MB - Languages: American English - Released: 2026-06-16 - Data updated: 2026-09-09 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/moment-stock-portfolio/id6769492753/reviews.md ## What is Moment? See your whole portfolio in one place — every stock, every account, one clean dashboard. Moment is built for investors who hold positions across multiple accounts (brokerage, Roth, IRA, 401(k)) and want a single, private view of everything they own. Why investors choose Moment: - Multi-Account Dashboard — All your holdings in one view, with totals, gain/loss, and cost basis - Interactive Chart — Press and drag the portfolio chart to see your value on any past day - Live Prices — Quotes refresh automatically throughout the trading day - Smart Breakdowns — See your money by industry (tech, healthcare, energy), by account tax type (Roth, IRA, brokerage), and by index exposure (S&P 500, Nasdaq, bonds vs. individual stocks) - Accounts with Tax Types — Organize holdings into accounts labeled Roth IRA, SEP IRA, 401(k), HSA, and more - Lot-Level Control — Edit share counts or remove individual lots whenever your positions change - Stock Discovery — Search the full U.S. symbol directory instantly, even offline - Research & Decision Journal — Capture pros and cons, your thesis, risks, catalysts, and a journal of every buy/sell decision and why you made it - Private by Design — Sign in with Apple. Add positions manually. No brokerage logins, ever. - Works Offline — Your data is stored on your device first and synced when you're online Free. No ads. No subscriptions. Prices may be delayed. Check with your brokerage before making trades. ## Key features - Multi-account dashboard - Interactive portfolio chart - Live stock prices - Smart industry and tax breakdowns - Offline stock search - Investment decision journal - Private by design, no brokerage logins ## Frequently asked questions about Moment ### 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. ## Version history (last 5 releases) ### 1.0.22 — 2026-09-09 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. ### 1.0.21 — 2026-09-06 Behind the scenes: Moment now records how often each feature is actually used and when an action fails, so the parts that need work can be found. Counts only — no personal information and nothing about your portfolio leaves the device. ### 1.0.20 — 2026-09-05 The Analysis screen now offers a ready-made prompt for an AI chat tool: a SWOT question for the stock or fund you are looking at, plus its valuation or its fees. Edit it if you like, then copy it in one tap. ### 1.0.19 — 2026-09-02 Fixed: the past 30 days and past year figures in Today's Summary could come up empty if you opened them just after launching, and stayed empty until you relaunched. They now fill in as soon as your history loads. ### 1.0.18 — 2026-08-29 Send Feedback: write to the developer from Settings — feedback, a bug report, or a feature request. We read every one. Home can now collapse every card at once, and get you back to the top. ## More apps by john mckenna - [Consider: Stock Portfolio](https://appshunter.io/ios/app/consider-stock-portfolio/id6738743149) - [Word Radicals: Etymology](https://appshunter.io/ios/app/word-radicals-etymology/id6761283161) - [Word Radicals: Latin & Greek](https://appshunter.io/ios/app/word-radicals-latin-and-greek/id6787704418) All apps by john mckenna: https://appshunter.io/developer/1313137362 --- *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 2026-09-09.*