# OPES: Investment monitoring — Track stocks and ETFs

> Track stocks and ETFs (iPhone/iPad app by Jonathan Copeland.)

- Source: https://appshunter.io/ios/app/opes-investment-monitoring/id6748587701 (this page in markdown: same URL + `.md`)
- Developer: [Jonathan Copeland](https://appshunter.io/developer/1601052581)
- Category: Finance, Education
- Price: Free
- Age rating: 4+
- Requires: iOS 26.0 · 14 MB
- Languages: American English
- Released: 2025-10-02
- Data updated: 2026-08-15
- User reviews in markdown: https://appshunter.io/ios/app/opes-investment-monitoring/id6748587701/reviews.md

## What is OPES?

OPES is a simple way to track your investment portfolio without the complexity of spreadsheets. Whether you’re just getting started or managing a few accounts, OPES gives you a clear view of how your investments are performing, all in one place.

Track your portfolio
Add transactions, monitor performance over time, and see your overall portfolio value and gains at a glance. View detailed breakdowns for each holding, including average cost, current price, and holding period.

Multiple accounts, one app
Combine holdings from different brokers into a single view. Colour-code each account and switch between them instantly.

Multi-currency support
Track investments in 29+ currencies with automatic exchange rate updates. Toggle between showing values in each stock’s local currency or converted to your system currency.

Portfolio insights
Analyze your portfolio with CAGR calculations, health metrics, and detailed performance analytics.

Import your data
Import your transaction history from CSV files with AI-powered column mapping—no manual reformatting needed.

Home screen widgets
Keep an eye on your portfolio without opening the app.

Display your way
Toggle between showing values as amounts or percentages. Choose between local and system currencies. Pick from multiple app icon themes.

Proudly manual, private, and ad-free. Your data stays on your device and syncs securely via iCloud.


## Version history (last 4 releases)

### 1.1 — 2026-02-22

- Guided onboarding with the option to explore using a demo portfolio
- Portfolio insights with CAGR calculations and performance analytics
- Import transactions from CSV files with AI-powered column mapping
- Haptic feedback throughout the app
- Home Screen widgets for a quick portfolio glance

### 1.0.3 — 2025-10-06

Fixed: App crash when fetching exchange rates due to Croatian Kuna (HRK) removal from currency API after Croatia's Euro adoption in 2023.

### 1.0.2 — 2025-10-03

Added App icon variants and switching

### 1.0 — 2025-09-30

No release notes.

## Apps similar to OPES

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| --- | --- | --- | --- |
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| [WorthWhile - Track net worth](https://appshunter.io/ios/app/worthwhile-track-net-worth/id6757407497) | — | Free | Finance |
| [IQ Wealth](https://appshunter.io/ios/app/iq-wealth/id1606894024) | — | Free | Finance |
| [Ryban: Wealth Portfolio](https://appshunter.io/ios/app/ryban-wealth-portfolio/id6753864533) | 5.0 (2) | Free | Finance |
| [Beaver: Track Wealth Privately](https://appshunter.io/ios/app/beaver-track-wealth-privately/id6758635555) | 5.0 (4) | Free | Finance |
| [Wealth Tracker App](https://appshunter.io/ios/app/wealth-tracker-app/id6756480810) | — | Free | Finance |

## More apps by Jonathan Copeland

- [VERSO: Reading Library](https://appshunter.io/ios/app/verso-reading-library/id6763940388)
- [LEVO: Game Library](https://appshunter.io/ios/app/levo-game-library/id6763940708)

All apps by Jonathan Copeland: https://appshunter.io/developer/1601052581

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*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 2026-08-15.*