PocketBacktest vs Stock Inventory

How would that portfolio actually have done? Type the tickers, set the weights, pick a period, tap Run Backtest. You get a clean growth chart and the numbers that matter. In about ten seconds, with no account and no spreadsheet. BUILD IT YOUR WAY • Save multiple portfolios of stocks, ETFs, and crypto • Start from a preset - 60/40 Balanced, All Weather, Three-Fund, Total Nasdaq, Crypto Blend and more • Split weights evenly with one tap, or type them to the decimal • Duplicate a portfolio to try a variation without losing the original • Swipe to delete; each portfolio keeps the colour it uses on the chart TEST IT PROPERLY • Periods from 1 week to 5 years, YTD, or the full available history • Rebalancing: Buy & Hold, Monthly, Quarterly, or Annually • Add recurring contributions - daily, weekly, monthly, quarterly or yearly • Set your own risk-free rate for the risk figures THE NUMBERS • Total return, CAGR, and ending balance • Money-weighted return (MWRR) once you are adding contributions • Maximum drawdown - the worst peak-to-trough fall along the way • Volatility, Sharpe, Sortino, Calmar, and beta • Contributions are excluded from the return maths, so money you paid in is never counted as growth READ THE CHART • Compare every portfolio on one chart, side by side • Drag to inspect any single day; press and hold, then drag, to measure a range • Turn the phone sideways for a full-screen chart • Optional log scale, or start everything at 100 to compare shape rather than dollars • Export a run as CSV and a chart image, zipped and ready to share MADE TO LIVE ON YOUR PHONE • Ten themes, each with a genuine light and dark version that follows your System setting • Portfolio Pulse widget keeps your last run on the home screen • Ask Siri: "Run a backtest in PocketBacktest" • Full Dynamic Type, VoiceOver labels, and Reduce Motion support • Prices are cached, so recent runs still work with a weak connection Disclaimer: The information provided in this app is for informational and entertainment purposes only and should not be considered financial advice. Past performance does not predict future results. Always do your own research or consult a qualified financial professional before making investment decisions.

Track all your stock investments across multiple brokerages in one beautiful, secure app—without sharing your portfolio information or account credentials with anyone. Stock Inventory gives you complete control over your stock portfolio data while delivering real-time insights into your performance, dividends, and allocation. KEY FEATURES Real-Time Stock Portfolio Tracking • Monitor total value, cost basis, and gains across all your stock brokerage and retirement accounts using any ticker symbol • Track current stock price and performance with interactive scrubbable charts (5D, 3M, YTD, 1Y, 5Y)—see highest price and price changes at a glance • Identify tickers instantly with logos for thousands of companies, ETFs, and mutual funds (Vanguard, Fidelity, iShares, Blackrock, Charles Schwab) • Learn about your recent movers and top gainer stocks easily in an animated summary view • Dig into your portfolio growth statistics, split out by account or individual stock ticker • Learn from beautiful and insightful total portfolio visualizations with line, area, and pie charts Dividend Income Tracking • Automatic dividend estimates for all holdings • See your total annual dividend income at a glance • Monitor dividend yield across your portfolio Privacy-First Design • Military-grade AES encryption for all data • Stored securely on your device—not in the cloud • No account credentials required Intuitive Interface • Built for iOS with native SwiftUI • Dark mode optimized • Haptic feedback and smooth animations • Drag to explore detailed chart data Smart Organization • Filter by account (Brokerage, IRA, etc.) or ticker • Multiple sorting options: value, total gains, percent gains, price, quantity • Quick access to top performers and recent movers Data Portability (Pro) • Export your data to JSON or CSV • Import from spreadsheets • Ad-free experience WHO IT'S FOR Perfect for dividend investors, buy-and-hold investors, and anyone managing stocks across multiple brokerages who values privacy and wants a consolidated view without linking bank accounts. GET STARTED Simply add your purchases manually—ticker, quantity, price, and date. Stock Inventory handles the rest, fetching current prices and calculating your performance automatically. Upgrade to Pro for export features and an ad-free experience.