Best Portfolio Visualizer Apps

4.5(10 ratings)

FreeIn-App Purchases

Visualize your investment portfolio with interactive treemaps that show position size and performance. Get real-time price updates, news, and custom alerts. Effortlessly manage your holdings and cash positions to quickly identify risks and opportunities.

Portfolio Trader-Stock Tracker by Purescope Pty Ltd

Stock portfolio manager

Strong Contender

4.6😊(423 ratings)

FreeIn-App Purchases

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Manage and analyze your stock portfolios with detailed profit and loss views, customizable charts, and multi-currency support. Track individual holdings, portfolio totals, and compare performance against market indices. Includes an Apple Watch app for convenient access.

What We Love

🚀 Excellent portfolio tracker
👍 Easy to use and intuitive
💡 Comprehensive features
🚀 Real-time price updates
🚀 Syncs across devices
👍 Great customer support

Room to Improve

🐛 Occasional issues with price updates
🐛 Difficulty importing large portfolios
💡 Lack of advanced charting and technical analysis
💡 Limited options and derivatives support

Portfolio Tracking by Yunus Dogan

Track Your Investments

Worth Considering

PieFolio AI: Portfolio Tracker

0.0(0 ratings)

Free

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

More Portfolio Visualizer apps to explore

Portfolio Health & AI Analysis

Understand your portfolio

Navexa Portfolio Tracker

Real-time holding and portfolio trackingDetailed charting and analyticsTrack stocks, ETFs, and crypto

Track your investments with real-time data on stocks, ETFs, and cryptocurrencies. Analyze performance, monitor capital gains and income, and manage dividends automatically. Access detailed charting and analytics for self-directed investors.

free with in-app purchases

CreateMyPortfolio

Create Portfolio

Build personalized investment themesCreate custom indicesDemocratizes indexing technology

Build personalized investment themes and custom indices with a user-friendly mobile and web application. This tool democratizes indexing technology, making it accessible for everyone to create bespoke portfolios.

Present Your Skills Like a Pro

by COMSOL DISTRIBUTION SERVICES PRIVATE LIMITED

Track, plan, and rebalance

Stockshelf - Portfolio Tracker

Track Portfolio Returns & Data

Macro regimes and stress test

Aegis: Portfolio Risk

Ledger - The Portfolio Tracker

Warp Portfolio Tracker

Track Your Portfolio Gains

Track multiple holdings with purchase pricesCalculate total position value and gain/lossView portfolio-wide performance

This finance app helps investors understand their true investment performance by tracking gains and losses for each position. It focuses on simplicity, showing your holdings, current values, and performance without unnecessary distractions. All data is stored locally for enhanced privacy and security.

Organize and track your stock and fund investments with details like purchase date, share price, and market value. Save and share portfolio statements to monitor financial progress and share with advisors.

Track stock and fund investmentsRecord purchase details (symbol, name, date, price)Monitor share price changes and market value

Créez et partagez un portfolio

Stocks & portfolio tracker

Minimalistic Portfolio

Showcase your journey

🔍 Reference

Hyperate: Perps Portfolio

Real-time perps & spot PnL

Planfolio - Portfolio Tracker

Track Stocks, ETFs & Dividends

AI-driven asset researchFundamental analysis and scoringDividend tracking

Gain a clear understanding of your total asset ownership and their quality. This app uses AI to analyze drivers and risks, providing fundamental analysis and valuation metrics for each holding. It prioritizes privacy by parsing broker statements on your device.