Portfolio Trader Lite - Stocks 4.27
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Free Version
Publisher Description
Professional share portfolio manager and stock tracker.
Please Note: This Lite version of the app has now been superseded by the separate app 'Portfolio Trader'. For new users it is recommended to download the 'Portfolio Trader' app instead, as this Lite version will eventually be phased out in favour of the main app.
Please see:
https://itunes.apple.com/app/portfolio-trader-stock-tracker/id581430942
Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone and iPad, providing in depth analyis of your share holdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyse multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options.
Complete stock trading and share portfolio management for the professional trader or the casual investor.
Features include
- Multiple Profit & Loss (P&L) views including: Price, Value, Daily Gain and %, Unrealized Gain, Realized Gain, Total Gain and %, Avg Cost and Cost Basis
- Simple swipe or tap navigation between views
- P&L views at all levels - position, portfolio totals and all portfolios
- Individual charts for each instrument across a variety of time ranges (available in full screen)
- Portfolio history charts with comparisons against major indices and other instruments (both MWR and TWR)
- Heat Map display of price changes
- Support for holdings in multiple currencies, including within the same portfolio, with real time rate conversions and totals
- Support for GBP holdings quoted in pence
- Multiple transaction types - Buy, Sell, Dividend, Dividend Reinvestment, Capital Return, Split
- Integrated portfolio cash account
- Manual trade entry or bulk import from PC
- Automatic pricing updates - not all funds supported
- Option for manual pricing
- FIFO or Avg Cost accounting methods
- Multiple sorting options
- Alerts
- Watchlist
- Optional iCloud sync between devices
- Portfolio Import/Export feature for importing large portfolios directly from a local PC file
- Face ID / Touch ID / Password lock
- Multiple color schemes
- Supports iOS 9 and above
A comprehensive stock portfolio tracker for iPhone and iPad.
For new users we recommend the main Portfolio Trader app:
https://itunes.apple.com/app/portfolio-trader-stock-tracker/id581430942
Jul 5, 2021 Version 4.27
- Minor fixes
About Portfolio Trader Lite - Stocks
Portfolio Trader Lite - Stocks is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Portfolio Trader Lite - Stocks is Purescope Pty Ltd. The latest version released by its developer is 4.27.
To install Portfolio Trader Lite - Stocks on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2021-07-05 and was downloaded 54 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Portfolio Trader Lite - Stocks as malware if the download link is broken.
How to install Portfolio Trader Lite - Stocks on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Portfolio Trader Lite - Stocks is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Portfolio Trader Lite - Stocks is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
