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PortfolioPerspective

PortfolioPerspective

Keep your portfolio balanced!

1 ratings
1 review
💰 Finance

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • January 10, 2019
  • April 2, 2021

Features

Developer

Daniel Manteufel
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About

Manage and rebalance your stock and ETF portfolios with this app. Enter your holdings, set target percentages, and receive notifications when positions go out of tolerance. Visualize your portfolio balance through various views.

✓Enter stock and ETF positions
✓Set target portfolio percentages
✓Automatic price lookup
✓Notifications for out-of-tolerance positions
✓Detail, Bar, and Pie portfolio views
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What's New in PortfolioPerspective

2.2

April 2, 2021

The UI is updated to be more iOS 14 friendly, fixing some bugs in the process.

User reviews

Most RecentHighest RatedLowest Rated

Great idea

I liked this app and it’s concept. The problem I had was it wouldn’t load ticker symbols consistently. Sometimes they loaded and stayed other times the symbol wasn’t recognized. Sometimes when I closed the app and reopened it some stocks disappeared. If this app functioned properly, it would be a great tool for analyzing the balance of a portfolio.
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kevin1coskevin1cos

Response from developer

Sorry about that, I think iOS 14 might have broken some of my previous workflow. I'll try to get it updated when I get a chance.

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FAQ

What is PortfolioPerspective?

PortfolioPerspective is a free finance app designed for long-term investors to help them keep their stock and ETF portfolios balanced. It allows users to enter their holdings, set target percentages for each security, and receive notifications when positions go out of tolerance.

How does PortfolioPerspective help with portfolio balance?

PortfolioPerspective helps by allowing you to set target percentages for each stock or ETF in your portfolio. It then automatically tracks prices and notifies you when any position's percentage deviates from your set targets, indicating it's time to rebalance.

What types of investments can I track in PortfolioPerspective?

You can track both stocks and ETFs within PortfolioPerspective. The app is designed for long-term investors managing diversified portfolios of these security types.

Does PortfolioPerspective have ads?

No, PortfolioPerspective does not contain advertisements. The app is free to use and does not display any ads to its users.

On which devices can I use PortfolioPerspective?

PortfolioPerspective is available on iPhone, iPad, and iPod devices. It is designed to be accessible on Apple's mobile operating system.

How often is PortfolioPerspective updated?

The latest version of PortfolioPerspective is 2.2, last updated on April 2, 2021. While updates are not frequent, the app provides core functionality for portfolio balancing.

What is the user rating for PortfolioPerspective?

PortfolioPerspective has a rating of 2.0 stars from 1 rating. This indicates a limited amount of user feedback available at this time.

Is PortfolioPerspective suitable for beginners?

PortfolioPerspective is targeted at long-term investors who want to keep their portfolios balanced. While it offers clear views and notifications, users should have a basic understanding of stocks and ETFs to best utilize its features.