# Stockshelf - Portfolio Tracker — Track Portfolio Returns & Data

> Track Portfolio Returns & Data (iPhone/iPad app by Chik Wai Wu.)

- Source: https://appshunter.io/ios/app/stockshelf-portfolio-tracker/id6756462469 (this page in markdown: same URL + `.md`)
- Developer: [Chik Wai Wu](https://appshunter.io/developer/1860758315)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 16.0 · 57 MB
- Languages: American English
- Released: 2026-01-22
- Data updated: 2026-08-31
- User reviews in markdown: https://appshunter.io/ios/app/stockshelf-portfolio-tracker/id6756462469/reviews.md

## What is Stockshelf?

Stockshelf is your all-in-one US stocks portfolio tracker. Quickly understand your investment performance—past and present—with powerful visualizations and seamless tracking.

Key Features

Comprehensive Tracking: Monitor total gains, daily changes, realized returns, and dividend income (including DRIPs) across multiple custom portfolios.

AI Smart Import: Skip the manual data entry. Save time by instantly importing your transactions from screenshots, photos, PDFs, or pasted text.

Smart Rebalancing: Set target weights for your assets and automatically calculate exactly what you need to buy or sell to maintain your investment strategy.

Market Watchlists: Build custom watchlists to track US stock price movements and market trends so you are always ready for your next trade.

Secure Cloud Sync: Access your encrypted data seamlessly across all your devices. Enjoy a privacy-focused, intuitive dark theme with secure Google or Apple sign-in.

Flexible Subscriptions
Start tracking for free with core features, or upgrade to our Basic and Premium tiers to unlock an ad-free experience, unlimited portfolios, and unlimited AI-powered imports.

Download Stockshelf today to track, analyze, and optimize your US stock investments!

Privacy Policy: https://mystockshelf.com/privacy-policy
Terms of Use: https://mystockshelf.com/terms-of-service

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Basic Monthly | $3.99 | per month |
| Basic Annual | $39.99 | per year |
| Premium Monthly | $9.99 | per month |
| Premium Annual | $99.99 | per year |



## Version history (last 5 releases)

### 1.17.1 — 2026-08-19

- Hotfixes

### 1.17.0 — 2026-08-09

- Improved performance for asset screen and watchlist.
- Refined allocation and category layouts, including long labels and filter options.
- Stability and reliability improvements.

### 1.16.0 — 2026-08-04

- Added category tiles with lifetime gains and expandable holdings.
- Added category filtering and realized/total gain views for closed positions.
- Improved category-based portfolio views, editing, loading, and visual consistency.

### 1.15.0 — 2026-07-28

- Added custom start and end date ranges for line charts.
- Added tap-to-switch total and unrealized gain on the assets screen.
- Improved watchlist quotes and sparklines with automatic refresh while viewing.
- Fixed chart tooltips, earnings selection, and subscription loading feedback.
- Stability and reliability improvements.

### 1.14.5 — 2026-07-21

- Improved share and price precision, including fractional share support.
- Added exact transaction details when tapping history items.
- Refined stock detail metrics with clearer exact-value viewing.
- Improved portfolio charts, timeline markers, and swipe actions.
- Stability and reliability improvements.

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*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 2026-08-31.*