# Portfolio Snapshot — Track Your Stock Investments

> Local stock portfolio tracker with real-time prices and gain/loss calculations. (iPhone/iPad app by THOMAS ROBERT STEVENSON.)

- Source: https://appshunter.io/ios/app/portfolio-snapshot/id6757326154 (this page in markdown: same URL + `.md`)
- Developer: [THOMAS ROBERT STEVENSON](https://appshunter.io/developer/1866127425)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 17.0 · 2 MB
- Languages: American English
- Released: 2026-01-06
- Data updated: 2026-08-08
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/portfolio-snapshot/id6757326154/reviews.md

## What is Portfolio Snapshot?

Portfolio Snapshot is a simple, elegant way to track your stock portfolio right from your iPhone.

TRACK YOUR INVESTMENTS
Add your stock holdings by entering the ticker symbol, number of shares, and purchase price. Optionally record the purchase date for your reference.

REAL-TIME PRICE UPDATES  
Pull to refresh and get current market prices powered by Twelve Data. See your portfolio value update instantly with the latest stock prices.

GAIN & LOSS TRACKING
Watch your investments grow (or learn from the losses). Portfolio Snapshot calculates your gain or loss for each holding and your total portfolio—in both dollars and percentages.

PRIVACY FIRST
Your portfolio data never leaves your device. No account required. No sign-up. No cloud sync. Just you and your investments, stored securely on your iPhone.

FEATURES:
- Add unlimited stock holdings
- Real-time price data from Twelve Data
- Automatic gain/loss calculations
- Support for fractional shares (up to 4 decimal places)
- Optional purchase date tracking
- Clean, native iOS design
- Dark mode support
- No account or sign-up required
- 100% local storage - your data stays on your device

PLEASE NOTE:
- Market data may be delayed and is provided by Twelve Data
- This app is for informational purposes only
- Not financial advice - please consult a professional for investment decisions

Download Portfolio Snapshot today and take control of tracking your investments - simply and privately.

## Key features

- Track unlimited stock holdings
- Real-time price updates
- Automatic gain/loss calculations
- Support for fractional shares
- 100% local data storage
- No account or sign-up required


## Frequently asked questions about Portfolio Snapshot

### What is Portfolio Snapshot?

Portfolio Snapshot is a free iOS application designed to help you track your stock investments. It allows you to add your holdings, view real-time prices, and monitor your gains and losses.

### How does Portfolio Snapshot handle my data?

Portfolio Snapshot prioritizes privacy by storing all your portfolio data locally on your iPhone. No account creation or cloud synchronization is required, ensuring your information never leaves your device.

### Is Portfolio Snapshot free to use?

Yes, Portfolio Snapshot is completely free to download and use. There are no hidden costs or subscription fees associated with tracking your investments.

### Does Portfolio Snapshot provide financial advice?

No, Portfolio Snapshot is intended for informational purposes only and does not offer financial advice. It is recommended to consult with a qualified professional for investment decisions.

### What devices does Portfolio Snapshot support?

Portfolio Snapshot is currently available for iPhone and is designed with a clean, native iOS interface, including dark mode support.

### How often is Portfolio Snapshot updated?

The app was last updated on January 7, 2026, to version 1.1. This indicates a commitment to ongoing development and improvements.

### Can I track fractional shares with Portfolio Snapshot?

Yes, Portfolio Snapshot supports tracking fractional shares, allowing for up to 4 decimal places in your holdings.

### Does Portfolio Snapshot have ads?

No, Portfolio Snapshot is ad-free. You can track your investments without any interruptions from advertisements.

## Version history (last 2 releases)

### 1.1 — 2026-01-07

- Now compatible with iOS 16 and later
- Bug fixes and improvements

### 1.0 — 2026-01-06

No release notes.

## Apps similar to Portfolio Snapshot

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Teen Budget: Invested Instead](https://appshunter.io/ios/app/teen-budget-invested-instead/id6754944101) | 5.0 (1) | Free | Finance |
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| [Permanent Portfolio Tracker](https://appshunter.io/ios/app/permanent-portfolio-tracker/id6757297720) | — | Free | Finance |
| [Kubi - Your Wealth Companion](https://appshunter.io/ios/app/kubi-your-wealth-companion/id6755936414) | — | Free | Finance |
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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 2026-08-08.*
