Portfolio Tracker 6.16

Portfolio Tracker 6.16

Patrick Faucher – Freeware – iOS
out of 8 votes
Latest Version
6.16
Safe to install

Effortlessly Manage Your Investments with Portfolio Tracker

Boris Weber

Portfolio Tracker by Patrick Faucher provides an intuitive platform for tracking and analyzing your investment portfolios, making financial management simpler than ever.
2025 Editor's Rating
VERY GOOD User Rating

Featuring a comprehensive selection of over 200,000 stocks and mutual funds worldwide, along with more than 12,000 cryptocurrencies available, this application caters well to long-term investors.

The Portfolio Tracker tool provides users with the ability to monitor fluctuations in the stock market effectively. By inputting the stocks they own, along with the quantity and average purchase price, users can track the current value of their portfolios effortlessly.

While Portfolio allows free tracking for up to 5 stocks, users can opt for a subscription lasting three months or one year, granting unrestricted access to all features and enhanced performance.

Notable features of the software include the ability to track multiple portfolios simultaneously, compare portfolios, interactive charts, historical values of holdings, and support for multiple currencies.

For clearer understanding, the application uses specific software terminology such as time periods like 1-minute (1M), 1-week (1W), Year-to-Date (YTD), and others that aid in effectively monitoring investments.

There are certain limitations to be aware of, such as potential 15-minute delays in updates, daily updates for select international stocks only, and historical data that extends back to January 1, 2000.

Usage of Portfolio Tracker is straightforward: users input their portfolio details, including stock symbols or company names, quantities owned, and stock prices. The graphical representation helps visualize purchase prices.

To leverage the Apple Watch functionality, ensure proper synchronization between your iPhone and Apple Watch via iCloud.

In terms of privacy concerns, only your device ID is transmitted to the server without revealing personal information. Portfolio calculations are performed locally on the user’s iPhone for enhanced data security.

The Premium Subscription expands functionality by removing restrictions on the number of stocks in a portfolio. Available for three months or one year, this subscription offers consistent features for all users regardless of the chosen duration.

It's important to note that users have control over subscription management; they can easily unsubscribe at any time through settings. The terms of use are accessible via the provided link.

We strongly advise seeking professional guidance for investment decisions as we do not assume responsibility for any losses incurred through the use of this application.

Overview

Portfolio Tracker is a Freeware software in the category Business developed by Patrick Faucher.

The latest version of Portfolio Tracker is 6.16, released on 06/29/2024. It was initially added to our database on 06/29/2024.

Portfolio Tracker runs on the following operating systems: iOS.

Users of Portfolio Tracker gave it a rating of 4 out of 5 stars.


Boris Weber

Boris Weber

I am an editor at UpdateStar. I started as a support engineer, and am now specialized in writing about general software topics from a usability and performance angle among others. I telecommute from UpdateStar’s Berlin office, when I am not working remote as a digital nomad for UpdateStar. When I'm not analyzing the latest software updates, you can find me exploring new cities, immersing myself in local cultures, and discovering innovative tech trends across the globe.

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