Best Portfolio Performance Apps

5.0(3 ratings)

FreeIn-App Purchases

Track your investments confidently with this mobile companion to a desktop application. It securely syncs your financial data via cloud storage and performs all calculations locally. View statements, charts, earnings, and more, with an optional premium subscription for enhanced dashboard features.

Profit: Portfolio Performance by codefreeze GmbH

On-device portfolio tracking

Strong Contender

3.7(7 ratings)

FreeIn-App Purchases

Profit: Portfolio Performance screenshot 1

Profit: Portfolio Performance screenshot 2

Profit: Portfolio Performance screenshot 3

Profit: Portfolio Performance screenshot 4

Profit: Portfolio Performance screenshot 5

Profit: Portfolio Performance screenshot 6

Track your investment portfolio performance securely on your Mac, iPhone, or iPad. Monitor multiple accounts, measure profit and dividends, and compare against benchmarks. Your financial data remains private and on-device.

My Stocks Portfolio & Market by Peeksoft

Stock Market, Stocks & Crypto

Worth Considering

AllTrade - Portfolio Tracker

4.8😊(7.4K ratings)

FreeAdsIn-App Purchases

My Stocks Portfolio & Market screenshot 1

My Stocks Portfolio & Market screenshot 2

My Stocks Portfolio & Market screenshot 3

My Stocks Portfolio & Market screenshot 4

My Stocks Portfolio & Market screenshot 5

My Stocks Portfolio & Market screenshot 6

Monitor your investments across various asset classes, including stocks, ETFs, and cryptocurrencies. Visualize portfolio performance with detailed metrics and charts, and stay informed with real-time market news and quotes.

What We Love

🚀 Full-featured
👍 Concise format for stock prices
👍 Easy to use and navigate
👍 Accurate up-to-date information
👍 Customizable portfolios
👍 Sleek and professional design
👍 Reliable and works well
👍 Excellent for portfolio tracking
👍 Simple and easy to use
👍 Fantastic app for keeping track of investments
👍 Great for monitoring portfolio performance

Room to Improve

🐛 Widget issues after iOS updates
🐛 Bugs with reports and data refreshing
🐛 Lack of support for futures and complex instruments
🐛 Incorrect YTD % changes
🐛 Slow response from developers on issues

More Portfolio Performance apps to explore

Track Positions, P&L & Charts

Real-time stock price dataMultiple portfolio managementAutomated profit & loss calculation

Easily monitor your stock investments with real-time data, profit and loss tracking, and visual charts. Manage multiple portfolios, log your positions, and gain clarity on your financial performance without complex spreadsheets.

(1)

Portfolio - Monitor Stocks

Manage your Securities

Manage multiple portfoliosProfit & Loss (P&L) trackingDividend updates

Track your investments with real-time updates on asset value, daily changes, and total profit or loss. Create watchlists, monitor dividends, and view graphical statistics of your yearly gains. Supports stocks, indices, ETFs, and cryptocurrencies.

free with in-app purchases

(58)

Parqet - Portfolio Tracker

Portfolio Performance Tracker

Real-time portfolio trackingSupport for 50+ brokers and exchangesStock, ETF, and crypto monitoring

Track your investments and portfolio performance in real-time. Connect to over 50 brokers and exchanges to monitor stocks, ETFs, and cryptocurrencies. Gain insights with powerful analytics, dividend planning, and tax exposure visualization.

Track Your Investments

Manage investment portfolioTrack individual stock performanceView overall portfolio value

Manage your investments from a single platform. Monitor the performance of individual stocks and see your total portfolio value.

Powerful Portfolio Tracker

Track 70+ stock exchanges, ETFs, and CryptosMonitor past and future dividendsManage asset allocation and performance

Track all your investments, including stocks, ETFs, and cryptocurrencies, across over 70 exchanges. Monitor dividends, manage asset allocation, and measure portfolio performance with detailed analytics and visualizations. Keep your investments under control from your mobile device.

Manage your global property investments from a single app. Track rental yield, capital gains, and cash flow with real-time market data. Identify opportunities and simplify performance tracking with an intuitive interface.

Track all properties in one placeMeasure capital growthTrack rent trends

free with in-app purchases

Exirio: Portfolio Tracker

All your wealth, in one place

Track all investment typesSupport for 40+ currenciesDetailed performance metrics (Gains, MWR, TWR)

Track all your investments, from crypto and stocks to property and loans, in over 40 currencies. Gain a comprehensive view of your wealth, understand performance, and make informed decisions with detailed analytics and secure bank connections.

by COMSOL DISTRIBUTION SERVICES PRIVATE LIMITED

Portfolio & Mindset Analytics

Stock Portfolio Command Center

Portfolio Command CenterInstitutional-grade researchDaily market updates

This app provides a comprehensive platform for long-term investors, combining portfolio tracking, institutional-grade research, and market updates. It helps users build and follow investment strategies based on fundamentals, offering insights to make informed decisions and identify potential investment opportunities.

free with in-app purchases

(2.4K)

Selium Performance CE

Portfolio insights for clients

My Funds - Portfolio Tracker

by QTech Solutions Pty Ltd

Track Indian stocks and mutual fundsView portfolio performanceStock and NAV charts

Monitor your Indian stock and mutual fund investments effortlessly. Input your transactions to view portfolio performance, charts, and overall profit/loss. Data can be exported and imported, with daily automatic updates.

(50)

Backtest - Stock Asset Portfolio Analyser

by Hundred Spires

Portfolio monitoringAsset allocation trackingRisk assessment

Monitor your investment portfolios and asset allocations using historical price data. Simulate how your portfolio would have performed in the past before making real investments.

(4)

Holistic Portfolio Tracker

All-in-One Portfolio Tracker

Track stocks, ETFs, and bondsMonitor cryptocurrencies and NFTsManage real estate investments

Manage all your investments, from stocks and crypto to real estate and collectibles, in one place. Get a clear overview of your assets and performance without the need for spreadsheets. Achieve financial freedom with an easy and enjoyable tracking experience.

by New Republic Partners, Inc.

NRP Portfolio Manager

Portfolio data accessPerformance reportsTime frame filtering

Access your New Republic Partners portfolio data with a user-friendly interface. View performance reports for specific time frames, asset classes, and accounts. Requires client authorization.

(3)

FINARKY – Portfolio Tracker

Performance, Taxes, Retirement

Set My Asset Allocation Out

$24.99

$29.99 | 17% OFF

This app helps users quickly verify asset allocation results and cross-check outcomes during meetings. It offers a user-friendly portfolio management tool with optimization and visualization features, allowing manual adjustments or automatic optimization with constraints. All data is managed offline, and simulations can be exported via email.

Portfolio management and optimizationEfficient frontier visualizationManual asset allocation