SmartFolio - Portfolio Tracker

SmartFolio - Portfolio Tracker

Smart Portfolio Tracker

0 ratings
Free

Rating summary

Details

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

Features

SmartFolio - Portfolio Tracker screenshot #1 for iPhone
SmartFolio - Portfolio Tracker screenshot #2 for iPhone
SmartFolio - Portfolio Tracker screenshot #3 for iPhone
SmartFolio - Portfolio Tracker screenshot #4 for iPhone
SmartFolio - Portfolio Tracker screenshot #5 for iPhone
iphone
ipad
🖼️Get Icon
Icons↘︎

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.
Show more
+1

What's New in SmartFolio

3.2.0

August 6, 2026

This release is about accuracy. If you hold anything outside your home currency, several numbers were wrong before, and they are right now. Multi currency, done properly Trades you entered by hand were always recorded in US dollars, which inflated the value of holdings priced in other currencies. Trades now record the currency the security actually trades in, detected automatically. Dividends, realized gains, allocation percentages and your tax report all convert correctly before they are added together, so every screen agrees. A stock detail screen now shows the same position value as your holdings list, and labels the native trading currency next to the price. Stock splits fixed If you had recorded a stock split, your growth chart showed a false cliff on the split date and everything based on it was wrong, including your all time high, your worst drawdown and your long term returns. Splits are now handled correctly and your history reads as one continuous line. Backups you can trust Backups did not store currency, so restoring your own backup could silently corrupt every holding that was not in US dollars. Backups now include it, and older backup files still restore. Built for iPad SmartFolio now has a real iPad layout instead of a stretched phone screen. Content sits at a comfortable reading width, charts and the allocation wheel scale up to use the space, grids show more columns, and tapping a holding no longer breaks the back gesture. Stability and privacy Fixed a crash that could occur when every position had been sold. Face ID lock no longer lets someone in when Face ID is unavailable or locked out, and now falls back to your passcode. Deleting a portfolio now deletes its transactions instead of leaving them on your device, and Erase All Data clears your settings and saved API key too. Everyday fixes Selling with Max now sells your entire position, including fractional shares and crypto. Number entry works in regions that use a comma as the decimal mark. When prices cannot be reached, the app now tells you and offers a retry instead of spinning forever. Scrolling and chart scrubbing are noticeably smoother. Thank you for using SmartFolio.

More

Developer apps