Portfolio Performance vs Private Portfolio Tracker

Track your investments. Confidentially. Portfolio Performance is the mobile companion for users of the popular free and open-source Portfolio Performance desktop application. This app is your gateway to tracking investments on the move, complementing the desktop version's capabilities. Edit and maintain your transaction history on the desktop, then view and analyze your investments on your device. How does it work? The mobile application reads the same data file as the desktop version. When you assign a password, the file is secured with industry-standard AES256 encryption. Choose your preferred cloud storage provider, like iCloud, Google Drive, or OneDrive, for file synchronization. Your financial transaction history remains confined to your phone, with all calculations performed locally. What features are supported? • Update historical prices with the "Historical Prices" configuration for Portfolio Report, HTML, JSON, CoinGecko, Eurostat, and Yahoo Finance (Note: "Latest Price" configuration is not yet supported). • View statements of assets and related charts. • Access performance views and charts. • Earnings view, including yearly and monthly charts. • Taxonomies, including pie charts and rebalancing information. • Exchange rates, including updates of reference rates from the ECB. • Filters to restrict calculations and charts to specific accounts and/or classifications from any taxonomy. • Support for 29 of the 46 dashboard widgets available in the desktop version. • Analysis for all reporting periods (Note: Reporting periods based on "trading days" using a trade calendar are not yet supported). • Dark mode. What is included in the subscription? Portfolio Performance offers an optional 'Premium' subscription, which unlocks dashboards and supports future development of Portfolio Performance. With this subscription, you can view all dashboards created in the desktop application and also create and edit mobile dashboards, tailoring them to your specific information needs on the mobile screen. Please note: Payment will be charged to your Apple ID account at the confirmation of purchase. Subscription automatically renews unless it is canceled at least 24 hours before the end of the current period. Your account will be charged for renewal within 24 hours prior to the end of the current period. You can manage and cancel your subscriptions by going to your account settings on the App Store after purchase. Privacy Policy: https://www.portfolio-performance.app/privacy-policy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Track your entire net worth privately. No bank logins. No Plaid. No data harvesting. Private Portfolio Tracker keeps everything on your device by default. THE PROBLEM Every other portfolio tracker asks for your bank credentials. They route through third-party aggregators like Plaid and Yodlee, creating a chain of companies with access to your complete financial history. If there is a breach, your data is exposed. Even without a breach, many apps monetize your transaction data through analytics partnerships. THE SOLUTION Private Portfolio Tracker takes a fundamentally different approach. You enter your holdings manually or import CSV exports from your brokerage. No credentials leave your device. No third-party aggregator ever sees your data. Everything is stored locally by default, with optional iCloud sync when you want it. KEY FEATURES - Portfolio Dashboard — See your total portfolio value across all portfolios, accounts, and holdings at a glance with smart formatting for large values - Interactive Portfolio Charts — Scrub through your portfolio history with responsive charts - Asset Allocation Visualization — Interactive donut charts reveal portfolio concentration and balance across asset classes - True Investment Returns (XIRR) — Annualized return calculations that separate real gains from deposits, giving you an accurate picture of investment performance - CSV Import — Import from US and European brokerages with smart delimiter detection, US/European date and number formats, automatic column mapping, and Finder drag & drop on Mac - Native Mac App — Keyboard shortcuts (Cmd+N, Cmd+Shift+E, Cmd+,), Finder drag & drop for CSV import, proper window resizing, and macOS Settings. Not "Designed for iPhone" — a real Mac app - Home Screen & Lock Screen Widgets — Check your total portfolio value at a glance without opening the app - EU & UK Account Types — Track ISA, SIPP, ISK, PEA, and other region-specific tax-advantaged accounts alongside US 401(k) and IRA - Multi-Currency Portfolios — Set a base currency (USD, EUR, GBP, CHF, SEK, CAD, AUD, JPY, and more) and track holdings in any currency. Net worth, allocation, and XIRR all auto-convert to your base currency - Bundled Exchange Rates — No internet required. Exchange rates ship with the app and work completely offline. Override any rate in Settings → Exchange Rates, or reset to defaults at any time - Unrealized Gain/Loss Tracking — See exactly how each holding is performing with color-coded gain/loss indicators HOW IT WORKS 1. Create a portfolio (e.g., "Retirement", "Taxable") 2. Add accounts within each portfolio (401k, IRA, ISA, SIPP, ISK, Brokerage) 3. Enter holdings manually, import via CSV, or drag & drop a CSV from Finder (Mac) 4. View your net worth, asset allocation, and investment returns PRICING Free: - 1 portfolio, 3 accounts, 20 holdings - 12 Snapshots - 90 Day chart history - CSV import/export Pro ($24.99/year or $79.99 lifetime): - Unlimited portfolios, accounts, and holdings - Unlimited snapshots - Unlimited chart history - JSON Export - Support independent development PRIVACY BY DESIGN - No account creation required - No bank credentials collected - No third-party analytics or tracking SDKs - No data monetization - All data stored on-device by default - Optional iCloud sync uses Apple's end-to-end encrypted infrastructure BUILT FOR SERIOUS INVESTORS Private Portfolio Tracker is designed for Bogleheads, FIRE practitioners, and anyone who believes tracking your finances shouldn't require surrendering your financial privacy. If you use a spreadsheet today, this is your upgrade — on iPhone and Mac. Download and take control of your financial privacy. LEGAL Privacy Policy: https://privateportfoliotracker.com/privacy.html Terms of Use (EULA): https://privateportfoliotracker.com/terms.html