# Portfolio Tracker: Finance Bay — Stocks, ETF, Crypto & Dividend

> Comprehensive investment portfolio tracker with historical data and market insights. (iPhone/iPad app by Arkadiusz Szczepkowicz.)

- Source: https://appshunter.io/ios/app/portfolio-tracker-finance-bay/id1564797771 (this page in markdown: same URL + `.md`)
- Developer: [Arkadiusz Szczepkowicz](https://appshunter.io/developer/1564797773)
- Category: Finance, Utilities
- Price: Free with in-app purchases
- Rating: 4.70/5 from 50 App Store ratings · 5 written reviews indexed
- Age rating: 17+
- Requires: iOS 17.0 · 127 MB
- Languages: Australian English, Arabic, Bulgarian, Catalan, Croatian, Czech, Danish, Dutch, Estonian, Finnish and 26 more
- Released: 2023-03-01
- Data updated: 2026-08-29
- Monetization: freemium
- User reviews in markdown: https://appshunter.io/ios/app/portfolio-tracker-finance-bay/id1564797771/reviews.md

## What is Portfolio Tracker?

Every account. Every asset. One clear view.

Finance Bay is the portfolio tracker and analytics platform that puts your investments in focus — benchmark your returns against the S&P 500, track stocks, ETFs, crypto, and dividends across all your accounts, and see your complete wealth picture in one private dashboard.

---

PORTFOLIO ANALYTICS

• Real-time performance across 70,000+ global stocks, ETFs, funds, and shares
• Unrealized and realized gains broken down by holding and account
• Dividend yield tracking with full income history
• Asset allocation visualization across accounts and groups
• Net worth view — your total wealth at a glance

---

BENCHMARK YOUR RETURNS

• Compare your portfolio against the S&P 500 or a custom benchmark
• Visualize how your wealth compounds over any time period — 1D, 1W, 1M, 1Y, all-time
• Identify which holdings drive your gains — and which hold you back

---

REBALANCE & ALLOCATE

• See your allocation across asset classes, sectors, and geographies
• Group accounts by strategy or theme, then rebalance with clarity
• Unlimited account groups — organize your investments your way

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WATCHLIST & MARKET DATA

• Add any stock, ETF, crypto, or fund to your watchlist without opening a position
• 70,000+ assets covering US, XETRA, EURONEXT, TSX, SEHK, and more
• Never miss a dividend, corporate action, or earnings event

---

PRIVACY-FIRST DESIGN

• No brokerage login required — manual entry or CSV import
• All connections to our servers are encrypted and secured
• Seamless iCloud sync across all your Apple devices
• Your data is never shared with or sold to third parties — ever

---

Free to download. Optional Pro plan unlocks advanced analytics, unlimited account groups, and priority support.

Download Finance Bay and benchmark your portfolio — for real.

---

Privacy Policy: https://www.financebay.app/privacy-policy
Terms of Service: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

## Key features

- Consolidated portfolio view
- Historical account statistics
- Unlimited account groups
- In-depth stock market data
- Watchlist creation
- Multi-device sync

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Pro - Yearly | $35.00 | per year |
| Pro - Monthly | $4.00 | per month |
| Pro - Monthly | $4.00 | per month |
| Pro - Yearly | $35.00 | per year |
| Pro - One-Time Yearly Offer | $35.00 | per year |

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| Pro - Lifetime | $70.00 | one-time |
| Pro - Lifetime | $70.00 | one-time |


## Recent user reviews (5 of 5)

All indexed reviews: https://appshunter.io/ios/app/portfolio-tracker-finance-bay/id1564797771/reviews.md

### 5/5 — One of the best

*2025-02-15*

I really like this tracker. It really helps me keep track of all my investments.

**Developer response:** Thanks for sharing your experience! I’m glad the tracker is helping you stay on top of your investments.
Happy Investing!

### 5/5 — Very useful

*2025-02-10*

Quick, clean interface. Was able to setup my assets for watching… nicely done.

**Developer response:** Thank you so much for your review! 
I’m glad the interface feels quick and clean, and that setting up your assets went smoothly.
Happy Investing!

### 5/5 — Great app but without Chinese…

*2025-02-08*

I enjoy this app and purchased it lifetime, it's really useful, but still do not support Chinese, add Chinese language please

**Developer response:** Thank you for your review and lifetime purchase! 
I'm thrilled to hear you're enjoying Finance Bay. Chinese language support is on our roadmap - stay tuned for updates. 
Happy investing!

### 5/5 — This portfolio tracker deserves a review

*2025-02-04*

I have started to use this portfolio tracker to follow my various investments. It appears to be a recent addition to the Apple App Store, but I am very impressed at the depth and complexity that has been engineered into the app from the outset, each share will be tracked for price, dividends, incoming events, news stories, fundamental data, etc. The author has obviously got a passion for this project and is responsive when issues come up. 
I am referring to this app most days and particularly like being able to see a chart of my portfolio as a whole as well as individual investments and being informed of events coming up that I should be aware of. There are some minor issues (I am yet to find an app without some issues) but I am confident that the author will keep on top of these as time goes on. The Finance Bay app is definitely worth my time for this review and I would recommend anyone looking for portfolio tracker to give it a try (at least).

### 4/5 — Finance Bay app very solid report

*2024-12-25*

When entering items it should let your choose category first instead of as the last entry. Hard to make correction. Had to delete (as sold) to make correction.

**Developer response:** Thank you very much for your review! We'll improve the flow of adding new transactions. You can also long press the transaction or position to change the category.

Happy Investing! 💪

## Frequently asked questions about Portfolio Tracker

### What is Portfolio Tracker: Finance Bay?

Portfolio Tracker: Finance Bay is a finance app designed to help users track, analyze, and benchmark their investments. It provides a centralized view of assets spread across multiple brokerages and asset classes.

### How does Portfolio Tracker: Finance Bay handle security?

Portfolio Tracker: Finance Bay is built with security in mind, ensuring that your personal investment information is never shared or sold. Users can track and analyze their portfolio with confidence and peace of mind.

### What kind of investment data does Portfolio Tracker: Finance Bay offer?

The app provides comprehensive historical account statistics, including share prices and dividend payments. It covers over 70,000 assets, including the full U.S. market, XETRA, EURONEXT, TSX, SEHK, and more.

### Can I use Portfolio Tracker: Finance Bay on multiple devices?

Yes, Portfolio Tracker: Finance Bay offers multi-device sync with iCloud. This allows you to access your investments anytime, anywhere, and stay connected to the markets in real time across your Apple devices.

### What are the subscription plans for Portfolio Tracker: Finance Bay?

Portfolio Tracker: Finance Bay offers a 'Pro' subscription with monthly and yearly options. The yearly plan includes a 7-day free trial, while another yearly offer provides a 1-year free trial. Pricing details are available within the app.

### How often is Portfolio Tracker: Finance Bay updated?

The latest version of Portfolio Tracker: Finance Bay is 3.4.12, and it was last updated on March 6, 2026. This indicates a consistent update schedule to improve features and reliability.

### What devices are supported by Portfolio Tracker: Finance Bay?

Portfolio Tracker: Finance Bay is available on a wide range of Apple devices, including Mac, Apple TV, Apple Watch, iPhone, and iPad. It also supports the realityDevice.

### What is the user rating for Portfolio Tracker: Finance Bay?

Portfolio Tracker: Finance Bay has a strong user rating of 4.8 stars based on 45 ratings. This suggests a high level of user satisfaction with the app's performance and features.

## Version history (last 5 releases)

### 4.2.2 — 2026-08-28

Finance Bay 4.2.2

A small fix release.

• Add Account lists only the methods this release supports.
• Lists of upcoming events stay responsive while the app checks your calendar.
• Smaller repairs throughout.

### 4.2.1 — 2026-08-27

Finance Bay 4.2.1

Refined throughout, with gain and loss colors that follow your local market convention.

GAINS AND LOSSES IN YOUR CONVENTION
• In greater China a rise is red and a fall is green. In Japan and Korea a fall is blue.
• Widgets, Apple Watch and the short-position markers follow the same convention. Chart lines keep their own colors.

A NEW WAY IN
• A redesigned welcome flow sets up your first account in a few taps.
• Your setup and your subscription now follow you across devices, so a new device picks up where you left off.

ADD ACCOUNT, REBUILT
• One flow replaces the three separate sheets. Choose the account type, then the method.

TELL US WHAT YOU THINK
• Send feedback from Settings, from a card in context, or right after a crash.

CHARTS
• Intraday charts fold away closed sessions, so the price line reads continuously.
• Income Statement, Balance Sheet and Cash Flow charts label real periods, from 5Y to MAX.

A MORE CONSISTENT APP
• Every sheet closes the same way, with one close control on the leading edge.
• A new Data Providers page in Settings names the services behind the app's data.

FIXES
• Index symbols such as ^GSPC show a price again, and no longer blank the other rows in a watchlist.
• Prices quoted in US cents and in British pence convert correctly.
• CSV import brings in your transactions instead of an empty account.
• App Lock now closes any open sheet when it engages.
• The add-to-calendar button is hidden when calendar access is refused.
• Your accounts show their saved values at launch, before market data arrives.
• Plus crash fixes, faster launches, and many smaller repairs.

### 4.1.4 — 2026-07-20

Finance Bay 4.1.4

Our biggest update yet — new ways to analyze, protect, and understand your portfolio.

APP LOCK
• Lock the app with Face ID, Touch ID, or a 6-digit passcode.

PORTFOLIO INSIGHTS
• Sector and industry breakdown pie charts, now including crypto and cash.
• ETFs are decomposed into their underlying sectors.
• Realized profit & loss in the headline metric, with per-position attribution.
• Short position support with a directional cost basis and clear transaction labels.
• Stock splits are tracked automatically and applied to your held positions.

DIVIDENDS & TAXES
• Dividend payouts now appear in your transaction history.
• Per-stock yearly dividend chart and next earnings date on symbol details.
• Optional dividend reinvestment (DRIP), per account.
• Net-of-tax view for account returns, with per-account tax rates.

BENCHMARKS & CHARTS
• Compare your accounts against multiple tickers at once.
• Intraday 1D and 1W charts with a selectable bar interval.

EXPORT
• Export your transactions and yearly realized gains as CSV.

CALENDAR
• Sync investment events to your calendar.

PRIVACY
• New opt-out switches for analytics and diagnostics.
• Your privacy choices now apply to all your devices.

Plus a refreshed Settings layout, an in-app language picker, per-account and per-group settings, smarter search suggestions, and many fixes and performance improvements.

### 4.0.1 — 2026-04-25

Finance Bay 4.0 — our biggest update yet.

SECURITY
The app now uses Apple App Attest and encrypted mutual authentication to verify every connection to our servers is genuine. Your financial data is protected at a level not possible before.

PERFORMANCE
Scrolling through portfolios, transactions, and asset details is noticeably smoother. Charts now load in the background, and calculations no longer block the interface while you navigate.

STABILITY
Fixed several crashes on iOS, including issues triggered by CloudKit sync and concurrent data loading.

BUG FIXES
• News now loads correctly for all stocks
• Fixed calculations for custom assets
• Fixed the donut chart center label alignment
• Improved error messages when portfolio calculations run into issues

### 3.4.12 — 2026-03-06

- General fixes and improvements. 

Thank you for using Portfolio Tracker: Finance Bay. Happy investing!

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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 2026-08-29.*
