Track positions
Record buys, sells, dividends, cash movements, fees, transfers, and other portfolio activity across the accounts you manage.
Stock Portfolio
Stock Portfolio helps investors track holdings, cash, activity, dividends, and allocation targets without connecting broker accounts.
Record buys, sells, dividends, cash movements, fees, transfers, and other portfolio activity across the accounts you manage.
See total value, profit and loss, allocation, holding details, activity history, and analysis views built for quick checks.
Set target percentages and review practical buy/sell guidance before your next portfolio update.
The free version supports up to 10 active holdings. Stock Portfolio Pro unlocks unlimited active holdings across every account. Payment is handled by the App Store.
Stock Portfolio is for tracking and planning only. It does not provide investment, tax, or financial advice.