Get and go make some money
This app will give you the big picture you need to make good decisions.
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About
Track your investment portfolio's growth with detailed analytics and interactive charts. Visualize your buy/sell transactions, analyze performance, and manage multiple accounts in one place. Gain insights into how your trading decisions shape your portfolio's journey.
✓Multi-account portfolio tracking
✓Interactive charts with transaction markers
✓FIFO cost basis calculations
✓Real-time market data
✓Company financials and dividends
✓CSV import/export
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What's New in Stock Portfolio Equity Curve
3.1.8
June 4, 2026
Version 3 of PortfolioEC allows for true collaborative sharing of accounts across family members. Encouraging learning and financial collaboration with parents, spouses, children etc. Share the App; then share accounts. Reduce the need for spreadsheet updates. Keep everyone on the same view of the account. The app got a refresh UI (user interface) design. Combined the Portfolio view with the Accounts view making it quicker to get to the important visualization of charts and graphs. Added colors & line styles to the Setting page for custom line colors. Also scale up the size of those awesome chart annotations and symbols. Better labels and legends on the charts. CSV import & export to simplify data entry for large portfolios. And keeping backup records if desired. Capital Gains indicator on charts (short-term or long-term 1 year marker).
MoreSubscription plans
Trader Monthly
Monthly subscription to PortfolioEC.
$12.991 Month
5
In-App Purchases
$1.99
Additional Account
Add 1 more account to PortfolioEC.
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FAQ
What is Stock Portfolio Equity Curve?
Stock Portfolio Equity Curve is a finance app designed for serious investors. It allows you to track your investment portfolio's growth with advanced analytics, interactive charts, and detailed transaction management.
How does Stock Portfolio Equity Curve handle data security?
Your data is secured on Apple's private SwiftData/iCloud database. Only you have access to this database, ensuring your investment information remains private and secure.
What are the subscription plans for Stock Portfolio Equity Curve?
Stock Portfolio Equity Curve offers two monthly subscription plans: 'Investor Monthly' for $9.99 and 'Trader Monthly' for $12.99. These plans likely unlock advanced features or higher usage limits.
Can I import and export my data with Stock Portfolio Equity Curve?
Yes, Stock Portfolio Equity Curve supports CSV import and export, allowing you to transfer and store your investment data easily. This is useful for backups and migrating data.
Does Stock Portfolio Equity Curve have ads?
No, Stock Portfolio Equity Curve is ad-free. This ensures an uninterrupted and focused experience for users analyzing their investment performance.
What devices is Stock Portfolio Equity Curve available on?
Stock Portfolio Equity Curve is available on iPhone and iPad. It leverages iOS 18+ technologies like SwiftUl and iCloud for a seamless experience.
How often is Stock Portfolio Equity Curve updated?
The latest version of Stock Portfolio Equity Curve is 3.1.8, and it was last updated on June 4, 2026. This indicates a commitment to ongoing development and improvements.
What kind of analytics does Stock Portfolio Equity Curve offer?
Stock Portfolio Equity Curve provides professional charts with buy/sell transactions plotted, multiple time ranges, technical indicators, and correlation with earnings announcements and stock splits.