# The Personal Portfolio — Stocks, Dividends & Analysis

> Stocks, Dividends & Analysis (iPhone/iPad app by TheCoolBytes.)

- Source: https://appshunter.io/ios/app/the-personal-portfolio/id6800838076 (this page in markdown: same URL + `.md`)
- Developer: [TheCoolBytes](https://appshunter.io/developer/293697860)
- Category: Finance
- Price: $2.99
- Age rating: 4+
- Requires: iOS 17.0 · 3 MB
- Languages: American English, European Spanish
- Released: 2026-10-30
- Data updated: 2026-11-06

## What is The Personal Portfolio?

Personal Portfolio is an all-in-one investment tracker and quantitative analysis tool designed for private investors. Track your stocks, dividends, and overall net worth with real-time market data, advanced technical indicators, and automated valuation models.
KEY FEATURES:
PORTFOLIO & ASSET TRACKING
- Real-time stock prices and intraday fluctuations.
- Multi-currency support with automatic USD/EUR conversion.
- Track total invested capital, cumulative profit/loss, and unrealized gains.
- Complete breakdown of your asset allocation.
DIVIDEND ESTIMATION & YIELD
- Automatic annual dividend calculations.
- Projected dividend cash flow for every position in your portfolio.
- Track your overall dividend yield against current market prices.
TECHNICAL & FUNDAMENTAL ANALYSIS
- 24-Hour intraday and 1-Year historical interactive charts.
- Moving averages: SMA 50 and SMA 200 trend signals.
- 52-Week High and Low price markers with distance indicators.
- Automated trend channels, support, and resistance analysis.
- Multi-factor quantitative scoring: evaluates P/E, ROE, P/B, balance sheet debt, dividend yield, and trend momentum to provide comparative Buy, Hold, or Sell assessments.
PORTFOLIO PRESETS & IMPORT
- Easily create, switch between, and manage multiple portfolios (e.g. Dividend Growth, Tech, Long Term).
- Export and import your portfolios via JSON or cloud storage.
- Built-in web integration to import holdings directly from your financial accounts.
APPLE WATCH & HOME SCREEN WIDGETS
- Native Apple Watch app with daily variation, total performance, and complications.
- iOS Home Screen widgets displaying your top gainers, losers, and daily balance at a glance.
PRIVACY FIRST
- Your financial data stays on your device and private iCloud storage. No registration, no tracking, and no external servers storing your personal portfolio details.

## Chart rankings

- #80 in Top Paid · Finance (US App Store)

## Is The Personal Portfolio safe?

Not enough ratings yet to assess The Personal Portfolio.

## Is The Personal Portfolio legit?

The Personal Portfolio appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for The Personal Portfolio is 75 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 1 release)

### 1.0 — 2026-10-30

No release notes.

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All apps by TheCoolBytes: https://appshunter.io/developer/293697860

## Related topics

[the personal portfolio](https://appshunter.io/ios/topics/the-personal-portfolio)

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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 2026-11-06.*