# Stock Portfolio Equity Curve — Watch your Equity Curve grow! > Advanced stock portfolio tracker with transaction visualization and analytics. (iPhone/iPad app by PortfolioEC LLC.) - Source: https://appshunter.io/ios/app/stock-portfolio-equity-curve/id6754654992 (this page in markdown: same URL + `.md`) - Developer: [PortfolioEC LLC](https://appshunter.io/developer/1527932082) - Category: Finance, Education - Price: Free with in-app purchases - Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed - Age rating: 17+ - Requires: iOS 26.0 · 58 MB - Languages: English, German - Released: 2025-12-12 - Data updated: 2026-06-04 - Monetization: freemium - User reviews in markdown: https://appshunter.io/ios/app/stock-portfolio-equity-curve/id6754654992/reviews.md ## What is Stock Portfolio Equity Curve? ■ Portfolio Management: ○ Multi-Account Portfolio Tracking ○ Family Sharing - App & Accounts (true collaborative sharing) ○ Track multiple investment accounts in one unified dashboard ○ Portfolio valuation and performance metrics ○ Daily snapshots of your portfolio's growth over time ■ Advanced Analytics & Interactive Charts ○ Professional charts with your buy/sell transactions plotted as markers ○ Multiple time ranges (1D, 1W, 1M, 3M, 1Y, 5Y, 10Y) with transaction overlay ○ Technical indicators combined with your actual trading history ■ Smart Transaction Management ○ Precise lot matching with FIFO cost basis calculations ○ Visual representation of which lots were sold when ○ Tax-efficient transaction tracking for capital gains reporting ○ Split adjustment handling maintains accurate historical positioning ■ Real-Time Market Intelligence ○ Stock quotes powered by AlphaVantage API ○ Company financials, earnings, and dividend history ○ Market status monitoring and corporate events tracking ■ Investment Decision Support ○ See how your entry and exit timing compares to earnings announcements ○ Correlate your trades with dividend dates and stock splits ○ Analyze holding periods visually on price charts ○ Track performance attribution by individual trade decisions ■ Built for Serious Investors ○ PortfolioEC leverages iOS 18+ technologies including SwiftUl, iCloud and SQLite. ○ Built for the long term investor, reviewing long-term investment decisions, or preparing tax reports. ○ PortfolioEC's unique transaction visualization gives you insights no other app can provide. ■ Data Security ○ Your data is secure on Apple's private SwiftData/iCloud database. ○ Only you can access this database, not the developers, no one else but you. ○ Finally see the complete story of your investments. ○ CSV import & export (transfer & store your data). ○ Not just where your stocks are now, but exactly how your trading decisions shaped your portfolio's journey. ■ Download PortfolioEC today and discover what your Equity Curve has been trying to tell you. Terms & Privacy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://www.portfolioequitycurve.com/privacy-policy ## Key features - Multi-account portfolio tracking - Interactive charts with transaction markers - FIFO cost basis calculations - Real-time market data - Company financials and dividends - CSV import/export ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Trader Monthly | $12.99 | per month | | Investor Monthly | $9.99 | per month | **One-time purchases** | Purchase | Price | Type | | --- | --- | --- | | Additional Account | $1.99 | one-time | | 3 Additional Accounts | $4.99 | one-time | | 15 Additional Stocks | $9.99 | one-time | ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/stock-portfolio-equity-curve/id6754654992/reviews.md ### 5/5 — Get and go make some money *2026-05-23* This app will give you the big picture you need to make good decisions. ## Frequently asked questions about Stock Portfolio Equity Curve ### 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. ## Version history (last 5 releases) ### 3.1.8 — 2026-06-04 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). ### 2.6.708 — 2026-04-20 Minor updates of many features - just a touch better. Try the Text Enlarger for Chart annotations - in Settings. ### 2.6.707 — 2026-03-04 New Feature: Capital Gains Indicator - Short Term/Long Term on Price Line (1yr duration). Better padding around annotation text. New Feature: Select colors & line styles of charts. Fixed: Earnings Chart - was not getting API data. CSV Importer - reads your stock transactions from a comma-separated-value file (like a downloaded bank/brokerage report). See the new icon on the Account page header. Read the CSV Guide for column names & values. ### 2.6.706 — 2026-02-13 CSV Importer - reads your stock transactions from a comma-separated-value file (like a downloaded bank/brokerage report). See the new icon on the Account page header. Read the CSV Guide for column names & values. ### 2.6.705 — 2026-01-13 Minor updates:   - Better on Chart annotations with Buy or Sell indicators. - Now handling large stock split valuations into sub dollar values. - never created the German language localization (removed it - wow that was hard) ## More apps by PortfolioEC LLC - [InspireMe! Cards](https://appshunter.io/ios/app/inspireme-cards/id1527932080) - [Kaktovik Calculator](https://appshunter.io/ios/app/kaktovik-calculator/id6468611124) All apps by PortfolioEC LLC: https://appshunter.io/developer/1527932082 ## Related topics [stock portfolio equity curve](https://appshunter.io/ios/topics/stock-portfolio-equity-curve) · [david koontz](https://appshunter.io/ios/topics/david-koontz) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-04.*