Portfolio Tracker

Portfolio Tracker for PC and Mac

Written by Patrick Faucher


  • Category: Finance
  • Release date: 2022-09-29
  • Licence: Free
  • Software version: 6.7
  • File size: 7.71 MB
  • Compatibility: Available on Windows 11, Windows 10, Windows 8, Windows 7, Vista and Mac OS 10, 11 13.0
  • How it works | What is Portfolio Tracker?


Whatʹs Great

1. The Premium Subscription give you access to an unlimited quantity OS stock in your portfolio.

2. You just need to search for your stocks, enter the quantity own and your average purchase price.

3. This subscription will give you access to an unlimited number of stocks and improved performance.

4. Start by searching a symbol or a company name, enter the quantity and the prise of your stock.

Portfolio Tracker for PC and Mac Screenshots

         


Features and Description


Key Features

Latest Version: 6.7

  • Licence: Free
  • Rated 4.6/5 By 80 People



    What does Portfolio Tracker do? More than 200 000 stocks and mutual funds available all around the world. More then 12 000 cryptocurrency! Excellent app for long term investor! Portfolio Tracker help you to follow the ups and downs of the stock market. You just need to search for your stocks, enter the quantity own and your average purchase price. The app will then report you the current value of your portfolio. Portfolio is free to use for up to 5 stocks. You can purchase a subscription for three months or one year. This subscription will give you access to an unlimited number of stocks and improved performance. Features - Multiple Portfolios tracking - Portfolios comparison - Interactive charts - Historical values of your portfolios stocks - Multiple currencies Software Terminology - Times Periods - 1D : 1 day or Today - 2D : 2 days - 1W : 1 week - 1M : 1 month - 3M : 3 months - 6M : 6 months - 1Y : 1 year - 3Y : 3 years - 5Y : 5 years - 10Y : 10 years - P : Purchase : according to your purchase price - YTD : Year to Date - Displayed values - Returns : Amount of money that you gain or lost - Absolute : Percentage of gain or lost return - Annualized : Percentage of gain or lost return by year - Price : Historical Price - Weight : Display the percentage of a stock vs your portfolio Software limitations - The update frequency can be delayed up to 15 minutes. - Some International stocks get updated daily. - Stock history doesn’t go beyond 2000-01-01 How to use Portfolio Tracker Fill your portfolio! Start by searching a symbol or a company name, enter the quantity and the prise of your stock. The blue line on graph represent your purchase price. To use the Microsoft Watch version, make sure your iPhone and your Microsoft Watch must be connected to your iCloud account. Privacy - Only your device id is send to our servers. There is no way for us to know who you are and where you are. - The quantity own is not transfer to your server. All the calculations are done on your iPhone. Premium Subscription The Premium Subscription give you access to an unlimited quantity OS stock in your portfolio. The subscription can last for 3 months or 1 year. What ever the duration selected, you get the same features. • Payment will be charged to iTunes Account at confirmation of purchase
 • Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period
 • Account will be charged for renewal within 24-hours prior to the end of the current period, and identify the cost of the renewal
 • Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase
 • Any unused portion of a free trial period, if offered, will be forfeited when the user purchases a subscription to that publication, where applicable Subscription Management You can unsubscribe at any time. There is a link in the setting pages to manage your subscription. Terms of use can be found : https://patfau.synology.me/PortfolioTrackerTermOfUse Disclaimer We are not responsible for any loses by using this application. You should always refer to a professional when investing.

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    MAC:
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    Software Installation Requirements


    PC Compactibility/Requirements for Installation

    Compactible OS list:
    1. Windows 11
    2. Windows 10
    3. Windows 8.1
    4. Windows 7
    5. Windows Vista

    Requirements for MacOS Installation

    Intel, 64-bit processor, OS X 10.7 or later.

    Compactible OS list:
    1. OS X 10.10: Yosemite
    2. OS X 10.11: El Capitan
    3. macOS 10.12: Sierra
    4. macOS 10.13: High Sierra
    5. macOS 10.14: Mojave8
    6. macOS 10.15: Catalina
    7. macOS Big Sur (macOS 11)

    FAQs


    Portfolio Tracker - Is it safe to download?

    Yes. The app is 100 percent (100%) safe to download and Install. Our download links are from safe sources and are frequently virus scanned to protect you

    Software Reviews and Critisims


    • By boonpaw
      5

      Best I have ever used.

      I just wanted an app that I could input my stocks with alerts bothering me. This fits the bill. Keeps track purchased price and current market price. Can have more than one account and give different name to each account. Watch each account separately or together. Great job. If you need help, you can email him and he will respond. Great service.


    • By thriftyniftyfun
      5

      Love this App

      Very simple and easy use. I use this app more than my broker to see where my portfolio is on a daily basis. Also use it for individual pieces of the portfolio. Very detailed with setting for return, price and time. Also can enter multiple trades as you add to positions. Great app and very useful!


    • By Dravvi
      3

      Clunky but does the job - See opportunities please

      Decent app overall. A bit clunky but helps me track my portfolio. These suggestions could really take this app to the next level for me : 1. Add “Options” button on the Pie chart tab so we can pick a specific pie chart for one portfolio rather than seeing all holdings from all portfolios combined. 2. Why do I need to “import portfolio” when flipping between devices? Can it auto sync? 3. P/L and Total Mkt Value charts would be nice to have as a view to toggle between in addition to the regular stock chart when clicking into individual holdings


    • By Dbank$58
      4

      Easy Tracking

      Works pretty well, once you have entered original purchase info. Also, be sure to set include historical data in the options for graph scaling.


    • By mlsinc
      5

      Updates

      This is a very responsive developer. I asked for commas in the displayed numbers and I got my request in less than a week. Wow!


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