Portfolio Tracker vs NexFi

Take Control of Your Investments! Tired of juggling multiple apps and spreadsheets to track your investments across different brokers, banks, or even physical holdings? Portfolio Tracker is your ultimate solution to manually log and monitor all your stocks, cryptocurrencies, funds, and forex assets in one convenient place. Why Choose Portfolio Tracker? - Centralized Hub: Consolidate all your diverse assets (e.g., NYSE, Nasdaq stocks, Bitcoin, Ethereum, Altcoins, Mutual Funds, ETFs, currency pairs) into a single, easy-to-use application. - Multiple Portfolios: Create and manage multiple portfolios for different strategies or financial goals. Assign custom names, currencies, and profit targets to each. - Effortless Transaction Logging: Quickly record your buy and sell transactions with details like date, quantity, price, and optional notes. - Automatic Calculations: Based on your logged transactions, the app automatically calculates and displays key metrics for each asset and your overall portfolio: - Average Cost Basis - Current Holdings (Quantity) - Realized Profit/Loss - Unrealized (Live) Profit/Loss - Total Portfolio Value - Goal Tracking: Monitor your progress towards the profit target you set for each portfolio with a clear percentage indicator. - Insightful Analytics: Dive deeper with portfolio and asset-specific performance insights, price charts, and basic technical indicators to analyze your investments. - Chronological History: Easily view your complete transaction history for every asset. Who Is It For? - Investors with assets spread across various platforms. - Individuals struggling to track investments using spreadsheets or notebooks. - Anyone wanting a consolidated view of their total investment performance. - Goal-oriented investors who want to set and track financial targets. End the financial clutter with Portfolio Tracker! Manage your investments intelligently, make informed decisions, and simplify your journey towards achieving your financial goals. Download now and start tracking your portfolio today! EULA - https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Track your stocks, crypto, and investments in one private app. No account required — your portfolio data never leaves your device. Import from Coinbase, Kraken, OKX, Fidelity, Schwab, and more with API keys, CSV files, or photo scanning. NexFi supports 12+ exchanges and brokerages out of the box, plus a guided CSV wizard for any file format. PORTFOLIO TRACKING - Stocks and crypto side by side in one view - Real-time prices with automatic refresh - Allocation charts by asset, type, or account - Multi-portfolio groups to organize accounts (e.g., Retirement vs Trading) TAX-SMART ACCOUNTS - 14 account tax types: IRA, Roth IRA, 401(k), HSA, brokerage, and more - Cost basis methods: FIFO, LIFO, HIFO - Tax report export: Schedule D PDF, TurboTax CSV, capital gains CSV, income CSV PERFORMANCE ANALYTICS - Realized and unrealized gains with short-term vs long-term breakdown - Income dashboard: staking rewards, dividends, interest, airdrops - Trade performance: win rate, best/worst trades, hold duration analysis IMPORT FROM ANYWHERE - Exchange APIs: Coinbase, Kraken, OKX, Gemini, Crypto.com, Binance - Brokerage CSV: Fidelity, Schwab, E*TRADE, Corebridge, HealthEquity - Photo/PDF scanning with Apple Vision OCR - Guided CSV Wizard for any file format - Bitcoin and Ethereum wallet address import PRIVACY FIRST - All data stored locally on your device - No account creation, no sign-up, no cloud requirement - API keys stored in the iOS Keychain - Optional iCloud backup (encrypted) SUBSCRIPTION TIERS - Free: Unlimited assets, exchange imports, watchlist, basic portfolio view - Pro ($2.99/mo): Ad-free, income dashboard, trade performance, AI consultation - Premium ($5.99/mo): Everything in Pro plus tax export, price alerts, multi-portfolio, custom CSV export NexFi is built for investors who want complete control over their portfolio data without sacrificing features. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/