Portfolio Tracker Professional

Portfolio Tracker Professional keeps all your stock portfolios in one place, in sync across your Mac, iPhone, and iPad. Add your holdings and see live prices, per-holding gain/loss, daily change, and how you're tracking against your all-time high. Already have your positions in a spreadsheet? Bulk-import them from Excel or Numbers in one step, with ambiguous company names resolved interactively so nothing is ever guessed. Every trading day the app saves a permanent history entry and can email you a clean PDF summary automatically. Export any portfolio to Excel, share a tab as a PDF, and back up or restore your whole database — or just the portfolios you choose — to a single file. Optional Face ID / Touch ID lock keeps your data private. Works fully offline; iCloud sync is a convenience, not a requirement.