SmartFolio - Portfolio Tracker

SmartFolio - Portfolio Tracker

Smart Portfolio Tracker

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Free

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Details

  • Released
  • Updated
  • January 21, 2026
  • September 6, 2026

Features

SmartFolio - Portfolio Tracker screenshot #1 for iPhone
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SmartFolio - Portfolio Tracker screenshot #4 for iPhone
SmartFolio - Portfolio Tracker screenshot #5 for iPhone
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About

SmartFolio is a powerful portfolio tracker designed for serious investors who want accurate FIFO cost basis tracking and tax reporting. FEATURES: - Track unlimited stocks across multiple portfolios - Automatic FIFO (First-In-First-Out) tax lot calculations - Real-time stock quotes and price charts - Record buys, sells, dividends, and stock splits - Detailed P/L reports: realized, unrealized, and total - Tax year summaries for easy reporting - Watchlist with live quotes - Performance analytics vs S&P 500 benchmark - Export to CSV for tax preparation - Backup and restore your data - Face ID security protection PERFECT FOR: - Active traders tracking cost basis - Long-term investors monitoring performance - Anyone preparing for tax season - People who want to see their true investment returns SmartFolio calculates your gains and losses using the FIFO method (required by IRS), tracking each tax lot individually so you always know your short-term vs long-term capital gains. Your data is stored locally on your device and never uploaded to any server. Market data provided by Finnhub.io.
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What's New in SmartFolio

3.5.0

September 6, 2026

WHAT'S NEW IN 3.5 A cleaner app that answers the question you opened it for. Dashboard - Every range pill now shows your return for that period, so one row both picks the chart window and tells you how you did. - New P&L tiles: unrealized, realized, lifetime profit and cost basis, side by side. - Tap any slice of the allocation chart to read it. Slices use the same colour as the holding everywhere else in the app. - Switch display currency between CAD, USD, EUR and GBP right from the dashboard. Every figure converts instantly and the exchange rate is shown. Holdings - Each row now shows your total return on the position, with today's move one tap away. - Positions traded in another currency carry a small currency tag. - Long press a holding to buy more, sell or record a dividend. Markets - Opens on Explore: your holdings today, your watchlist, index ETFs, news and popular names in one feed. - A full watchlist screen with reorder and swipe to remove. - Search now finds ETFs, Canadian listings (VFV.TO, SHOP.TO) and crypto pairs, not just US stocks. Reports - A performance card with time weighted returns for every period, your all time high and distance from it. - Realized by stock: every stock you have ever sold, ranked, with a chart of your biggest winners and losers and a sale by sale breakdown. - Realized by year, closed positions and a full transaction ledger with filters. Accuracy - Period returns use the monthly Modified Dietz method with cash flows valued at the close, the same convention brokerages use, so a deposit never looks like a gain. - Stock splits are honoured throughout your price history. - Market prices are always shown in the security's own currency; totals are converted to your display currency. Design - Solid, quieter buttons and controls, precise numerals, calmer empty states and consistent tiles across every screen. - Tax lot language removed. This is a portfolio tracker, not a tax tool.

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