01 · Portfolio
Everything you own, in one number.
Total value, today’s change, what you put in and what it made. Switch the range on the chart, or drag across it to read any day.
Try it: tap a holding in the list.
Stock Stats
Know how your money is really doing — your return, your dividends, your risk.
A native iOS portfolio tracker for self-directed stock and ETF investors. Manual entry or CSV import, and analytics depth built for mobile — not a spreadsheet substitute.
Coming soon to the App Store
The phone is live. Scroll to take the tour, or tap around in it — it’s the app’s own demo portfolio, on real prices.
02 · Holdings
Every position, down to the trade.
Open any holding for its price history, your average cost, your return on it as a yearly rate, and each buy, sell and dividend behind it.
03 · Returns
What your money actually made.
Money made, and your personal rate per year — XIRR, which accounts for when you added money, not just how prices moved. Then the same story year by year and holding by holding.
Try it: switch between % Return and $ Value.
04 · vs Market
★ PRODid you beat the index?
Your own deposits, on the same dates, run through the S&P 500, Nasdaq 100 or an All-World index. The answer comes in dollars.
Try it: tap the index name to change benchmark.
05 · Risk
★ PRORisk, in plain words.
Your worst drop, a typical month, how far below your peak you are, and how much of the gain is locked in.
06 · Dividends
★ PRO projectionDividends, counted.
What your holdings pay per year and per month, what you’ve received so far, and yield and yield on cost for each holding — plus a projection of the next 12 months from your own payment history.
07 · Goal
A target, and when you’ll reach it.
Set a goal, a monthly amount and an expected growth rate. See how far along you are, when you’re on pace to get there, and what the portfolio could pay you.
Try it: change the monthly amount.
Portfolio
$128,406
+12.4%Your rate / yr
+9.8%
TWR
+31.2%
Income / yr
$2,140