SmartFolio - Portfolio Tracker

SmartFolio 6.3 gets your allocation right, fixes the numbers for investors everywhere and lets you choose what you see. ALLOCATION THAT KNOWS YOUR HOLDINGS - Sector charts now work for stocks worldwide, including India, Europe and Asia, not just the biggest US names. No API key needed. - Asset classes reflect what you own: Equity, Fixed Income, Cash and Equivalents, Precious Metals, Commodities, Real Estate, Multi-Asset and Crypto. Gold and silver ETFs count as precious metals, debt and liquid funds as fixed income and cash. - Funds and ETFs count as many companies, so a large index or mutual fund position is no longer called a single-stock bet in your Portfolio Review. MUTUAL FUNDS - Mutual fund NAVs, such as Indian funds, now value your position and profit or loss every day, and the 1D chart shows the daily NAV. - Funds show their name instead of a code. NEW - Annual return (XIRR) on every stock page and in Analytics: your yearly return counting when you added money, like a fund statement. - Missing stock splits: if a stock split after a purchase you entered by hand, its page offers to add the split in one tap, so 10 shares bought before a 4-for-1 become 40. - Pick a past date when adding a trade and SmartFolio fills in that day's closing price. SHOW OR HIDE - Hide amounts: your money shows as dots while percentages stay, from Settings or the eye on Home. - Turn off the Markets tab, news on stock pages or the weight bars in Holdings if you don't use them. FIXES - More precise exchange rates (Korean won, Indonesian rupiah, yen and others), currencies without a direct rate such as SGD to CAD, and the last rates kept for offline use. - Search finds names with an ampersand, such as M&M.NS (Mahindra) or Procter & Gamble. - Portfolios with history before 2016 now chart up to today. - The S&P 500 comparison is measured in your currency. - A US stock you hold in Canadian dollars keeps its currency when you add a trade. - Today's change counts shares bought today from the price you paid. - Very small prices (SHIB) and small crypto amounts show every digit. - Prague, Budapest, Athens, Santiago, Buenos Aires, Qatar and Kuwait listings get the right currency and region. - Cash balances of zero no longer show in Holdings, and Bombay-listed funds are labelled BSE.